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
851
$48.8K ﹤0.01%
1,600
852
$48.8K ﹤0.01%
441
+6
853
$48.4K ﹤0.01%
371
854
$48.1K ﹤0.01%
651
-400
855
$48.1K ﹤0.01%
789
856
$47.9K ﹤0.01%
1,900
857
$47.8K ﹤0.01%
1,297
-326
858
$47.7K ﹤0.01%
584
859
$47.7K ﹤0.01%
963
+869
860
$47K ﹤0.01%
156
+4
861
$46.7K ﹤0.01%
400
862
$46.6K ﹤0.01%
1,198
-634
863
$46.5K ﹤0.01%
2,236
-4
864
$46.5K ﹤0.01%
409
865
$45.8K ﹤0.01%
2,259
+21
866
$45.4K ﹤0.01%
1,956
+762
867
$45.1K ﹤0.01%
779
868
$45K ﹤0.01%
2,700
869
$44.7K ﹤0.01%
1,672
870
$44.6K ﹤0.01%
420
871
$44.5K ﹤0.01%
330
872
$44.4K ﹤0.01%
7,500
873
$44.2K ﹤0.01%
1,160
874
$43.7K ﹤0.01%
401
-202
875
$43.2K ﹤0.01%
1,074
33 34
35
36 37