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
976
$29.8K ﹤0.01%
+300
977
$29.7K ﹤0.01%
232
-98
978
$29.7K ﹤0.01%
2,952
979
$29.6K ﹤0.01%
2,000
980
$29.4K ﹤0.01%
551
+376
981
$29.4K ﹤0.01%
382
+78
982
$29.3K ﹤0.01%
781
-1,449
983
$29.2K ﹤0.01%
113
984
$29K ﹤0.01%
37
+1
985
$28.9K ﹤0.01%
1,142
986
$28.8K ﹤0.01%
200
987
$28.8K ﹤0.01%
663
988
$28.7K ﹤0.01%
1,428
-541
989
$28.6K ﹤0.01%
1,221
+1,216
990
$28.6K ﹤0.01%
+2,520
991
$28.5K ﹤0.01%
727
+30
992
$28.3K ﹤0.01%
300
993
$28.2K ﹤0.01%
284
994
$28.1K ﹤0.01%
3,650
995
$28K ﹤0.01%
2,081
+24
996
$27.9K ﹤0.01%
3,724
997
$27.6K ﹤0.01%
3,205
998
$27.6K ﹤0.01%
150
999
$27.4K ﹤0.01%
648
-300
1000
$27.4K ﹤0.01%
194
-5
38 39
40
41 42