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
1526
$1.72K ﹤0.01%
100
1527
$1.7K ﹤0.01%
100
1528
$1.69K ﹤0.01%
32
1529
$1.68K ﹤0.01%
54
1530
$1.66K ﹤0.01%
30
1531
$1.66K ﹤0.01%
18
1532
$1.59K ﹤0.01%
61
1533
$1.56K ﹤0.01%
+61
1534
$1.54K ﹤0.01%
205
-505
1535
$1.53K ﹤0.01%
253
1536
$1.53K ﹤0.01%
106
1537
$1.52K ﹤0.01%
46
1538
$1.48K ﹤0.01%
22
1539
$1.47K ﹤0.01%
93
1540
$1.45K ﹤0.01%
14
1541
$1.43K ﹤0.01%
64
1542
$1.43K ﹤0.01%
27
1543
$1.42K ﹤0.01%
141
1544
$1.39K ﹤0.01%
16
-167
1545
$1.37K ﹤0.01%
61
1546
$1.37K ﹤0.01%
34
-219
1547
$1.37K ﹤0.01%
21
1548
$1.36K ﹤0.01%
76
1549
$1.35K ﹤0.01%
43
1550
$1.34K ﹤0.01%
+39
60 61
62
63 64