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
1226
$12.8K ﹤0.01%
1,190
-57
1227
$12.8K ﹤0.01%
317
-125
1228
$12.8K ﹤0.01%
+467
1229
$12.7K ﹤0.01%
193
1230
$12.7K ﹤0.01%
200
1231
$12.7K ﹤0.01%
377
1232
$12.6K ﹤0.01%
442
+184
1233
$12.6K ﹤0.01%
491
1234
$12.6K ﹤0.01%
238
+94
1235
$12.6K ﹤0.01%
466
1236
$12.6K ﹤0.01%
66
-2
1237
$12.5K ﹤0.01%
758
1238
$12.4K ﹤0.01%
413
1239
$12.4K ﹤0.01%
132
1240
$12.4K ﹤0.01%
33
1241
$12.3K ﹤0.01%
30
1242
$12.3K ﹤0.01%
100
1243
$12.3K ﹤0.01%
639
1244
$12.2K ﹤0.01%
52
+1
1245
$12.2K ﹤0.01%
100
1246
$12.2K ﹤0.01%
397
1247
$12.1K ﹤0.01%
885
1248
$12.1K ﹤0.01%
277
1249
$12K ﹤0.01%
+398
1250
$12K ﹤0.01%
115
-1,130
48 49
50
51 52