UB
UMB Bank Portfolio holdings
AUM
$6.42B
1-Year Return
21.08%
This Quarter Return
+1.09%
1 Year Return
+21.08%
3 Year Return
+80.28%
5 Year Return
+145.46%
10 Year Return
+292.83%
AUM
$1.79B
AUM Growth
+$1.78B
(+97,847%)
Cap. Flow
+$265M
Cap. Flow
% of AUM
14.86%
Top 10 Holdings %
Top 10 Hldgs %
35.74%
Holding
325
New
26
Increased
116
Reduced
115
Closed
21
Top Buys
| 1 |
UMB Financial
UMBF
|
$222M |
| 2 |
Southwest Airlines
LUV
|
$11.7M |
| 3 |
XLNX
Xilinx Inc
XLNX
|
$7.84M |
| 4 |
Truist Financial
TFC
|
$5.91M |
| 5 |
Prudential Financial
PRU
|
$5.84M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.12M |
| 2 |
TJX Companies
TJX
|
$4.53M |
| 3 |
Weyerhaeuser
WY
|
$4.2M |
| 4 |
McDonald's
MCD
|
$3.72M |
| 5 |
UnitedHealth
UNH
|
$3.63M |
Sector Composition
| 1 | Financials | 30.86% |
| 2 | Industrials | 10.77% |
| 3 | Healthcare | 9.39% |
| 4 | Technology | 9.18% |
| 5 | Energy | 7.07% |
