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
901
$39.1K ﹤0.01%
1,242
+71
902
$39.1K ﹤0.01%
594
903
$39K ﹤0.01%
422
-48
904
$38.9K ﹤0.01%
2,068
+674
905
$38.9K ﹤0.01%
330
906
$38.9K ﹤0.01%
1,314
907
$38.9K ﹤0.01%
4,299
908
$38.7K ﹤0.01%
2,185
909
$38.7K ﹤0.01%
3,307
910
$38.6K ﹤0.01%
3,267
911
$37.6K ﹤0.01%
1,886
912
$37.4K ﹤0.01%
5,774
+107
913
$37.1K ﹤0.01%
443
+39
914
$37K ﹤0.01%
516
915
$37K ﹤0.01%
693
916
$36.9K ﹤0.01%
660
-9
917
$36.8K ﹤0.01%
68
+2
918
$36.8K ﹤0.01%
221
919
$36.8K ﹤0.01%
1,000
920
$36.7K ﹤0.01%
1,415
-393
921
$36.7K ﹤0.01%
78
922
$36.6K ﹤0.01%
395
+62
923
$36.6K ﹤0.01%
464
924
$36.6K ﹤0.01%
450
-460
925
$36.5K ﹤0.01%
1,229
35 36
37
38 39