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
1176
$14.7K ﹤0.01%
209
1177
$14.7K ﹤0.01%
153
1178
$14.7K ﹤0.01%
+770
1179
$14.6K ﹤0.01%
+1,102
1180
$14.6K ﹤0.01%
118
1181
$14.5K ﹤0.01%
990
1182
$14.5K ﹤0.01%
107
1183
$14.5K ﹤0.01%
583
+386
1184
$14.2K ﹤0.01%
528
+25
1185
$14.2K ﹤0.01%
1,050
1186
$14K ﹤0.01%
1,112
1187
$13.9K ﹤0.01%
370
-914
1188
$13.9K ﹤0.01%
+927
1189
$13.9K ﹤0.01%
339
1190
$13.9K ﹤0.01%
223
1191
$13.8K ﹤0.01%
181
1192
$13.8K ﹤0.01%
+2,901
1193
$13.7K ﹤0.01%
390
1194
$13.7K ﹤0.01%
316
-271
1195
$13.7K ﹤0.01%
270
1196
$13.6K ﹤0.01%
40
1197
$13.6K ﹤0.01%
400
1198
$13.6K ﹤0.01%
378
1199
$13.5K ﹤0.01%
1,444
-3
1200
$13.5K ﹤0.01%
300
-33