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
1351
$7.48K ﹤0.01%
390
1352
$7.46K ﹤0.01%
52
1353
$7.42K ﹤0.01%
185
1354
$7.38K ﹤0.01%
1,000
1355
$7.31K ﹤0.01%
38
+1
1356
$7.28K ﹤0.01%
415
-479
1357
$7.26K ﹤0.01%
60
1358
$7.24K ﹤0.01%
143
-105,792
1359
$7.23K ﹤0.01%
600
1360
$7.22K ﹤0.01%
839
1361
$7.21K ﹤0.01%
89
-71
1362
$7.18K ﹤0.01%
500
1363
$7.16K ﹤0.01%
140
1364
$7.1K ﹤0.01%
32
1365
$7.04K ﹤0.01%
278
1366
$6.79K ﹤0.01%
29
-5
1367
$6.77K ﹤0.01%
365
1368
$6.74K ﹤0.01%
176
1369
$6.52K ﹤0.01%
99
1370
$6.48K ﹤0.01%
150
1371
$6.44K ﹤0.01%
76
1372
$6.42K ﹤0.01%
5
+1
1373
$6.41K ﹤0.01%
16
-9
1374
$6.4K ﹤0.01%
46
1375
$6.38K ﹤0.01%
100
53 54
55
56 57