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
1276
$11.1K ﹤0.01%
388
-509
1277
$11K ﹤0.01%
324
+6
1278
$10.9K ﹤0.01%
74
1279
$10.8K ﹤0.01%
237
1280
$10.8K ﹤0.01%
472
-1
1281
$10.7K ﹤0.01%
132
1282
$10.7K ﹤0.01%
2,643
1283
$10.6K ﹤0.01%
272
1284
$10.6K ﹤0.01%
178
1285
$10.5K ﹤0.01%
351
+135
1286
$10.5K ﹤0.01%
+139
1287
$10.5K ﹤0.01%
367
+80
1288
$10.4K ﹤0.01%
263
1289
$10.3K ﹤0.01%
+200
1290
$10.3K ﹤0.01%
216
1291
$10.3K ﹤0.01%
274
1292
$10.3K ﹤0.01%
143
1293
$10.2K ﹤0.01%
877
1294
$10.1K ﹤0.01%
26
1295
$10.1K ﹤0.01%
+240
1296
$10K ﹤0.01%
560
+197
1297
$9.9K ﹤0.01%
300
1298
$9.88K ﹤0.01%
1,368
1299
$9.85K ﹤0.01%
152
+32
1300
$9.82K ﹤0.01%
249
+143