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
$6.59B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,767
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$38.3M
3
+$26.5M
4
PH icon
Parker-Hannifin
PH
+$23.1M
5
MSFT icon
Microsoft
MSFT
+$13.4M

Top Sells

1
+$29M
2
+$23.9M
3
+$15.1M
4
CAT icon
Caterpillar
CAT
+$14.8M
5
UNP icon
Union Pacific
UNP
+$14.7M

Sector Composition

1 Financials 20.2%
2 Technology 14.89%
3 Healthcare 10.25%
4 Consumer Discretionary 8.5%
5 Industrials 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$98.5K ﹤0.01%
1,209
702
$98.3K ﹤0.01%
+1,252
703
$97.9K ﹤0.01%
1,268
704
$97.8K ﹤0.01%
1,498
-673
705
$97.2K ﹤0.01%
+1,870
706
$96.6K ﹤0.01%
2,927
707
$96.3K ﹤0.01%
5,991
708
$95.3K ﹤0.01%
787
-355
709
$94.7K ﹤0.01%
1,751
-1,351
710
$94K ﹤0.01%
256
-149
711
$93.3K ﹤0.01%
74,074
712
$92.8K ﹤0.01%
4,890
713
$92.6K ﹤0.01%
836
+41
714
$92.3K ﹤0.01%
2,338
-328
715
$92K ﹤0.01%
1,135
+12
716
$91.9K ﹤0.01%
2,129
-444
717
$91.3K ﹤0.01%
5,521
718
$89.5K ﹤0.01%
+500
719
$89.5K ﹤0.01%
1,958
+20
720
$88.8K ﹤0.01%
2,930
721
$88.7K ﹤0.01%
+1,425
722
$87.6K ﹤0.01%
3,001
723
$86.7K ﹤0.01%
891
+424
724
$86.6K ﹤0.01%
3,956
725
$86.6K ﹤0.01%
388
-708
27 28
29
30 31