UB

UMB Bank Portfolio holdings

AUM $6.8B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.84B
AUM Growth
+$611M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,783
New
Increased
Reduced
Closed

Top Buys

1
+$31.3M
2
+$24.9M
3
+$24.6M
4
META icon
Meta Platforms (Facebook)
META
+$13.7M
5
WELL icon
Welltower
WELL
+$11.1M

Top Sells

1
+$30.1M
2
+$20.4M
3
+$14.2M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$14.1M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$13.4M

Sector Composition

1 Financials 21.07%
2 Technology 14.97%
3 Healthcare 9.54%
4 Consumer Discretionary 8.5%
5 Industrials 6.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.08M 0.06%
30,328
-144
177
$4.01M 0.06%
153,041
-4,395
178
$3.99M 0.06%
98,805
-647
179
$3.97M 0.06%
22,033
-164
180
$3.85M 0.06%
16,539
181
$3.82M 0.06%
75,992
-10,958
182
$3.8M 0.06%
66,162
-247,731
183
$3.8M 0.06%
19,144
-529
184
$3.76M 0.05%
211,409
185
$3.69M 0.05%
8,366
+16
186
$3.68M 0.05%
35,211
-160
187
$3.66M 0.05%
52,741
+2,505
188
$3.6M 0.05%
27,436
-28
189
$3.58M 0.05%
15,853
-3,820
190
$3.49M 0.05%
11,189
-204
191
$3.47M 0.05%
117,834
-465
192
$3.4M 0.05%
22,929
-290
193
$3.4M 0.05%
42,894
-393
194
$3.36M 0.05%
16,573
-100
195
$3.35M 0.05%
92,056
+20,071
196
$3.34M 0.05%
41,905
-1,468
197
$3.3M 0.05%
40,672
-336
198
$3.26M 0.05%
184,883
-39,440
199
$3.26M 0.05%
33,397
-9,335
200
$3.25M 0.05%
41,143
-3,142
6 7
8
9 10