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
1476
$2.97K ﹤0.01%
45
1477
$2.93K ﹤0.01%
116
1478
$2.84K ﹤0.01%
186
1479
$2.77K ﹤0.01%
86
1480
$2.74K ﹤0.01%
64
+31
1481
$2.74K ﹤0.01%
1,000
1482
$2.73K ﹤0.01%
320
1483
$2.72K ﹤0.01%
32
1484
$2.71K ﹤0.01%
78
+3
1485
$2.66K ﹤0.01%
64
1486
$2.66K ﹤0.01%
100
1487
$2.64K ﹤0.01%
8
1488
$2.63K ﹤0.01%
110
1489
$2.59K ﹤0.01%
333
-334
1490
$2.52K ﹤0.01%
34
1491
$2.5K ﹤0.01%
+51
1492
$2.48K ﹤0.01%
41
1493
$2.42K ﹤0.01%
+60
1494
$2.42K ﹤0.01%
+2,000
1495
$2.39K ﹤0.01%
30
1496
$2.39K ﹤0.01%
19
1497
$2.37K ﹤0.01%
76
1498
$2.35K ﹤0.01%
+56
1499
$2.3K ﹤0.01%
14
1500
$2.25K ﹤0.01%
17
58 59
60
61 62