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
1101
$19.5K ﹤0.01%
664
1102
$19.4K ﹤0.01%
723
1103
$19.2K ﹤0.01%
+855
1104
$19.1K ﹤0.01%
170
-10
1105
$19K ﹤0.01%
321
+50
1106
$18.9K ﹤0.01%
1,654
+844
1107
$18.8K ﹤0.01%
+91
1108
$18.6K ﹤0.01%
529
1109
$18.5K ﹤0.01%
2,348
1110
$17.9K ﹤0.01%
787
1111
$17.9K ﹤0.01%
276
1112
$17.9K ﹤0.01%
159
+3
1113
$17.8K ﹤0.01%
79
1114
$17.8K ﹤0.01%
93
1115
$17.7K ﹤0.01%
799
1116
$17.6K ﹤0.01%
66
1117
$17.2K ﹤0.01%
1,379
1118
$17.2K ﹤0.01%
500
1119
$17.1K ﹤0.01%
405
1120
$17.1K ﹤0.01%
151
1121
$17K ﹤0.01%
158
-20
1122
$17K ﹤0.01%
1,000
1123
$16.8K ﹤0.01%
326
1124
$16.8K ﹤0.01%
442
1125
$16.8K ﹤0.01%
91