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
1151
$15.7K ﹤0.01%
+710
1152
$15.6K ﹤0.01%
1,980
1153
$15.6K ﹤0.01%
263
1154
$15.6K ﹤0.01%
3,078
+1,632
1155
$15.5K ﹤0.01%
200
1156
$15.5K ﹤0.01%
273
1157
$15.4K ﹤0.01%
562
1158
$15.3K ﹤0.01%
400
1159
$15.3K ﹤0.01%
180
1160
$15.3K ﹤0.01%
342
1161
$15.2K ﹤0.01%
599
-599
1162
$15.2K ﹤0.01%
1,306
1163
$15.2K ﹤0.01%
3,310
1164
$15.2K ﹤0.01%
304
1165
$15.1K ﹤0.01%
1,438
+132
1166
$15K ﹤0.01%
610
1167
$15K ﹤0.01%
158
1168
$15K ﹤0.01%
609
1169
$14.9K ﹤0.01%
294
-60
1170
$14.9K ﹤0.01%
726
1171
$14.9K ﹤0.01%
387
1172
$14.8K ﹤0.01%
609
1173
$14.8K ﹤0.01%
630
1174
$14.8K ﹤0.01%
218
1175
$14.8K ﹤0.01%
144