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
1126
$16.6K ﹤0.01%
199
1127
$16.5K ﹤0.01%
1,852
1128
$16.4K ﹤0.01%
183
1129
$16.4K ﹤0.01%
57
+1
1130
$16.3K ﹤0.01%
483
1131
$16.3K ﹤0.01%
2,061
1132
$16.3K ﹤0.01%
900
1133
$16.2K ﹤0.01%
1,648
1134
$16.2K ﹤0.01%
104
-38
1135
$16.2K ﹤0.01%
443
1136
$16.2K ﹤0.01%
440
1137
$16.2K ﹤0.01%
233
1138
$16.1K ﹤0.01%
456
+180
1139
$16.1K ﹤0.01%
676
+199
1140
$16.1K ﹤0.01%
1,572
1141
$16K ﹤0.01%
1,504
1142
$16K ﹤0.01%
231
1143
$15.9K ﹤0.01%
146
1144
$15.9K ﹤0.01%
1,579
1145
$15.9K ﹤0.01%
750
+528
1146
$15.9K ﹤0.01%
435
1147
$15.8K ﹤0.01%
800
1148
$15.7K ﹤0.01%
89
1149
$15.7K ﹤0.01%
574
1150
$15.7K ﹤0.01%
1,528