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
1426
$4.42K ﹤0.01%
100
1427
$4.41K ﹤0.01%
285
1428
$4.38K ﹤0.01%
484
1429
$4.37K ﹤0.01%
417
+362
1430
$4.36K ﹤0.01%
58
1431
$4.35K ﹤0.01%
500
1432
$4.33K ﹤0.01%
291
-291
1433
$4.26K ﹤0.01%
27
1434
$4.22K ﹤0.01%
143
+28
1435
$4.18K ﹤0.01%
3,978
1436
$4.14K ﹤0.01%
101
1437
$4.13K ﹤0.01%
70
1438
$4K ﹤0.01%
100
1439
$3.95K ﹤0.01%
75
1440
$3.92K ﹤0.01%
79
1441
$3.92K ﹤0.01%
48
1442
$3.92K ﹤0.01%
51
1443
$3.91K ﹤0.01%
25
-15
1444
$3.91K ﹤0.01%
200
1445
$3.91K ﹤0.01%
74
1446
$3.86K ﹤0.01%
225
1447
$3.85K ﹤0.01%
55
1448
$3.84K ﹤0.01%
119
1449
$3.83K ﹤0.01%
1,000
1450
$3.79K ﹤0.01%
111
56 57
58
59 60