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
1451
$3.78K ﹤0.01%
75
1452
$3.76K ﹤0.01%
1,000
1453
$3.73K ﹤0.01%
12
1454
$3.7K ﹤0.01%
200
1455
$3.7K ﹤0.01%
87
1456
$3.56K ﹤0.01%
239
1457
$3.52K ﹤0.01%
62
1458
$3.45K ﹤0.01%
86
1459
$3.44K ﹤0.01%
578
1460
$3.43K ﹤0.01%
417
1461
$3.38K ﹤0.01%
282
1462
$3.34K ﹤0.01%
96
1463
$3.29K ﹤0.01%
38
-30
1464
$3.28K ﹤0.01%
199
1465
$3.22K ﹤0.01%
159
+37
1466
$3.2K ﹤0.01%
14
1467
$3.19K ﹤0.01%
+139
1468
$3.16K ﹤0.01%
231
1469
$3.09K ﹤0.01%
49
1470
$3.06K ﹤0.01%
264
1471
$3.05K ﹤0.01%
39
-10
1472
$3.02K ﹤0.01%
1,280
1473
$3K ﹤0.01%
54
1474
$2.98K ﹤0.01%
373
1475
$2.98K ﹤0.01%
207
57 58
59
60 61