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
1326
$8.69K ﹤0.01%
747
-206
1327
$8.66K ﹤0.01%
2,082
-595
1328
$8.55K ﹤0.01%
304
1329
$8.54K ﹤0.01%
124
1330
$8.44K ﹤0.01%
1,366
1331
$8.44K ﹤0.01%
465
1332
$8.4K ﹤0.01%
311
1333
$8.39K ﹤0.01%
56
1334
$8.37K ﹤0.01%
32
+21
1335
$8.37K ﹤0.01%
+333
1336
$8.36K ﹤0.01%
+2,368
1337
$8.22K ﹤0.01%
108
1338
$8.14K ﹤0.01%
+1,000
1339
$8.13K ﹤0.01%
300
1340
$8.12K ﹤0.01%
96
-107
1341
$8.09K ﹤0.01%
316
1342
$8.08K ﹤0.01%
72
1343
$7.98K ﹤0.01%
161
1344
$7.96K ﹤0.01%
1,797
1345
$7.79K ﹤0.01%
39
+9
1346
$7.77K ﹤0.01%
400
1347
$7.76K ﹤0.01%
49
1348
$7.71K ﹤0.01%
24
1349
$7.7K ﹤0.01%
115
1350
$7.57K ﹤0.01%
547
52 53
54
55 56