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
826
$54.8K ﹤0.01%
400
827
$54.3K ﹤0.01%
340
828
$54.2K ﹤0.01%
1,795
+120
829
$53.8K ﹤0.01%
471
-250
830
$53.3K ﹤0.01%
321
831
$53.3K ﹤0.01%
2,704
-3,317
832
$53.2K ﹤0.01%
517
-607
833
$52.9K ﹤0.01%
514
834
$52.2K ﹤0.01%
900
835
$52.2K ﹤0.01%
884
836
$52.1K ﹤0.01%
111
837
$52K ﹤0.01%
3,548
838
$51.7K ﹤0.01%
263
+165
839
$51.5K ﹤0.01%
6,171
840
$51.4K ﹤0.01%
385
-13
841
$51.2K ﹤0.01%
582
+24
842
$51K ﹤0.01%
491
843
$50.9K ﹤0.01%
806
844
$50.8K ﹤0.01%
994
-225
845
$50.1K ﹤0.01%
3,771
-31,211
846
$50K ﹤0.01%
756
847
$49.5K ﹤0.01%
416
848
$49.5K ﹤0.01%
456
849
$49.4K ﹤0.01%
182
+151
850
$49K ﹤0.01%
3,500
+400
32 33
34
35 36