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
801
$61.7K ﹤0.01%
1,484
802
$60.7K ﹤0.01%
114
803
$60.1K ﹤0.01%
2,610
-300
804
$59.1K ﹤0.01%
1,805
805
$58.8K ﹤0.01%
847
-99
806
$58.3K ﹤0.01%
2,303
-239
807
$58.1K ﹤0.01%
1,162
808
$58K ﹤0.01%
3,231
809
$58K ﹤0.01%
843
810
$57.7K ﹤0.01%
609
811
$57.5K ﹤0.01%
6,863
+561
812
$57.5K ﹤0.01%
649
813
$57.4K ﹤0.01%
2,962
814
$57.4K ﹤0.01%
1,625
-231
815
$57K ﹤0.01%
1,680
816
$56.8K ﹤0.01%
535
817
$56.5K ﹤0.01%
1,661
818
$56.4K ﹤0.01%
766
819
$56.3K ﹤0.01%
137
820
$55.5K ﹤0.01%
850
-150
821
$55.4K ﹤0.01%
1,341
822
$55.4K ﹤0.01%
445
823
$55.2K ﹤0.01%
1,685
824
$55.1K ﹤0.01%
384
825
$54.8K ﹤0.01%
964
31 32
33
34 35