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
1251
$11.8K ﹤0.01%
75
+9
1252
$11.8K ﹤0.01%
294
-88
1253
$11.8K ﹤0.01%
79
1254
$11.8K ﹤0.01%
186
-115
1255
$11.7K ﹤0.01%
163
1256
$11.7K ﹤0.01%
397
1257
$11.7K ﹤0.01%
227
+147
1258
$11.6K ﹤0.01%
271
+20
1259
$11.6K ﹤0.01%
69
-1,874
1260
$11.6K ﹤0.01%
+1,000
1261
$11.5K ﹤0.01%
320
1262
$11.5K ﹤0.01%
+700
1263
$11.5K ﹤0.01%
95
1264
$11.5K ﹤0.01%
600
1265
$11.4K ﹤0.01%
112
1266
$11.4K ﹤0.01%
74
1267
$11.4K ﹤0.01%
194
1268
$11.4K ﹤0.01%
251
1269
$11.3K ﹤0.01%
33
1270
$11.3K ﹤0.01%
440
-385
1271
$11.3K ﹤0.01%
2,948
-1,345
1272
$11.3K ﹤0.01%
757
1273
$11.2K ﹤0.01%
87
1274
$11.1K ﹤0.01%
170
1275
$11.1K ﹤0.01%
+279