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
1076
$21.3K ﹤0.01%
2,706
1077
$21.3K ﹤0.01%
1,232
+96
1078
$21.2K ﹤0.01%
+253
1079
$21.2K ﹤0.01%
1,395
1080
$21.1K ﹤0.01%
1,994
1081
$21.1K ﹤0.01%
200
1082
$21.1K ﹤0.01%
326
1083
$21K ﹤0.01%
171
1084
$20.9K ﹤0.01%
721
1085
$20.8K ﹤0.01%
458
1086
$20.8K ﹤0.01%
86
1087
$20.8K ﹤0.01%
774
1088
$20.3K ﹤0.01%
188
1089
$20.3K ﹤0.01%
4,267
1090
$20.2K ﹤0.01%
176
-151
1091
$20.1K ﹤0.01%
711
+168
1092
$20K ﹤0.01%
+434
1093
$19.9K ﹤0.01%
425
1094
$19.9K ﹤0.01%
719
1095
$19.8K ﹤0.01%
1,033
1096
$19.8K ﹤0.01%
8,998
+8,280
1097
$19.8K ﹤0.01%
800
-200
1098
$19.7K ﹤0.01%
130
1099
$19.7K ﹤0.01%
278
-18
1100
$19.5K ﹤0.01%
2,200
42 43
44
45 46