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
776
$69.4K ﹤0.01%
572
-21
777
$69.2K ﹤0.01%
509
+190
778
$69.2K ﹤0.01%
485
779
$69.1K ﹤0.01%
377
+229
780
$68.3K ﹤0.01%
6,000
781
$67.4K ﹤0.01%
1,318
782
$66.9K ﹤0.01%
1,039
+39
783
$66.7K ﹤0.01%
340
-35
784
$66.5K ﹤0.01%
7,598
785
$66.4K ﹤0.01%
1,014
786
$65.5K ﹤0.01%
+1,227
787
$65.1K ﹤0.01%
878
788
$65K ﹤0.01%
3,678
+138
789
$64.9K ﹤0.01%
379
+14
790
$64.4K ﹤0.01%
791
-250
791
$64K ﹤0.01%
1,905
792
$63.7K ﹤0.01%
3,765
793
$63.4K ﹤0.01%
645
794
$63.3K ﹤0.01%
1,010
795
$63K ﹤0.01%
554
796
$62.7K ﹤0.01%
603
797
$62.7K ﹤0.01%
1,363
-12,959
798
$62.6K ﹤0.01%
650
799
$62.3K ﹤0.01%
2,699
800
$62.3K ﹤0.01%
300
+1
30 31
32
33 34