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
1026
$25.1K ﹤0.01%
267
1027
$24.9K ﹤0.01%
663
1028
$24.9K ﹤0.01%
3,699
1029
$24.9K ﹤0.01%
288
+16
1030
$24.8K ﹤0.01%
275
1031
$24.8K ﹤0.01%
2,247
1032
$24.7K ﹤0.01%
400
1033
$24.7K ﹤0.01%
1,695
1034
$24.7K ﹤0.01%
383
1035
$24.6K ﹤0.01%
212
1036
$24.5K ﹤0.01%
1,625
1037
$24.5K ﹤0.01%
1,760
1038
$24.5K ﹤0.01%
2,416
1039
$24.4K ﹤0.01%
96
1040
$24.3K ﹤0.01%
266
1041
$24.2K ﹤0.01%
254
1042
$24.2K ﹤0.01%
1,267
1043
$24.1K ﹤0.01%
+707
1044
$24K ﹤0.01%
1,194
+27
1045
$24K ﹤0.01%
2,131
1046
$23.9K ﹤0.01%
780
1047
$23.9K ﹤0.01%
105
1048
$23.9K ﹤0.01%
596
1049
$23.8K ﹤0.01%
143
1050
$23.7K ﹤0.01%
2,294