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
1376
$6.37K ﹤0.01%
1,800
1377
$6.37K ﹤0.01%
122
1378
$6.34K ﹤0.01%
410
1379
$6.28K ﹤0.01%
195
-85
1380
$6.18K ﹤0.01%
700
1381
$6.16K ﹤0.01%
90
+71
1382
$5.94K ﹤0.01%
290
1383
$5.91K ﹤0.01%
84
1384
$5.87K ﹤0.01%
302
1385
$5.84K ﹤0.01%
700
1386
$5.78K ﹤0.01%
68
1387
$5.77K ﹤0.01%
548
1388
$5.74K ﹤0.01%
1,204
1389
$5.71K ﹤0.01%
23
1390
$5.7K ﹤0.01%
97
+19
1391
$5.69K ﹤0.01%
61
1392
$5.66K ﹤0.01%
300
1393
$5.65K ﹤0.01%
100
1394
$5.59K ﹤0.01%
60
1395
$5.59K ﹤0.01%
99
-186
1396
$5.58K ﹤0.01%
757
1397
$5.56K ﹤0.01%
64
1398
$5.48K ﹤0.01%
226
1399
$5.42K ﹤0.01%
+80
1400
$5.39K ﹤0.01%
21