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
951
$33K ﹤0.01%
632
-110
952
$33K ﹤0.01%
796
953
$33K ﹤0.01%
239
+3
954
$32.5K ﹤0.01%
2,000
955
$32.3K ﹤0.01%
2,875
956
$32.3K ﹤0.01%
400
957
$32.2K ﹤0.01%
1,018
+543
958
$32.2K ﹤0.01%
310
959
$31.9K ﹤0.01%
390
960
$31.8K ﹤0.01%
527
961
$31.6K ﹤0.01%
585
962
$31.4K ﹤0.01%
575
+554
963
$31.3K ﹤0.01%
710
964
$31.3K ﹤0.01%
819
965
$31.3K ﹤0.01%
1,323
966
$31.3K ﹤0.01%
1,880
+900
967
$31.3K ﹤0.01%
1,000
968
$31.2K ﹤0.01%
1,209
969
$31K ﹤0.01%
705
970
$30.7K ﹤0.01%
837
971
$30.3K ﹤0.01%
197
972
$30.2K ﹤0.01%
1,639
973
$30.1K ﹤0.01%
443
974
$30K ﹤0.01%
547
975
$29.9K ﹤0.01%
727
-133
37 38
39
40 41