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
1301
$9.68K ﹤0.01%
7
1302
$9.67K ﹤0.01%
575
1303
$9.65K ﹤0.01%
358
1304
$9.61K ﹤0.01%
147
1305
$9.59K ﹤0.01%
244
1306
$9.41K ﹤0.01%
52
+1
1307
$9.4K ﹤0.01%
151
1308
$9.24K ﹤0.01%
425
1309
$9.24K ﹤0.01%
1,035
1310
$9.05K ﹤0.01%
2,640
+2,416
1311
$9.03K ﹤0.01%
306
1312
$9.02K ﹤0.01%
288
1313
$9.02K ﹤0.01%
81
1314
$9K ﹤0.01%
69
1315
$8.98K ﹤0.01%
43
+15
1316
$8.98K ﹤0.01%
433
1317
$8.96K ﹤0.01%
163
1318
$8.92K ﹤0.01%
1,458
+44
1319
$8.89K ﹤0.01%
170
1320
$8.82K ﹤0.01%
+99
1321
$8.82K ﹤0.01%
610
1322
$8.73K ﹤0.01%
427
1323
$8.72K ﹤0.01%
650
1324
$8.71K ﹤0.01%
567
-567
1325
$8.69K ﹤0.01%
100