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
1551
$1.34K ﹤0.01%
119
1552
$1.34K ﹤0.01%
172
1553
$1.34K ﹤0.01%
+8
1554
$1.34K ﹤0.01%
21
-205
1555
$1.33K ﹤0.01%
25
1556
$1.32K ﹤0.01%
30
1557
$1.32K ﹤0.01%
16
1558
$1.32K ﹤0.01%
376
1559
$1.3K ﹤0.01%
67
-750
1560
$1.3K ﹤0.01%
100
-149
1561
$1.28K ﹤0.01%
239
1562
$1.27K ﹤0.01%
78
1563
$1.25K ﹤0.01%
17
1564
$1.24K ﹤0.01%
98
1565
$1.22K ﹤0.01%
542
1566
$1.22K ﹤0.01%
130
-192
1567
$1.21K ﹤0.01%
51
1568
$1.2K ﹤0.01%
45
1569
$1.19K ﹤0.01%
32
1570
$1.18K ﹤0.01%
67
1571
$1.18K ﹤0.01%
136
1572
$1.15K ﹤0.01%
4
1573
$1.15K ﹤0.01%
59
1574
$1.13K ﹤0.01%
+8
1575
$1.12K ﹤0.01%
+6
61 62
63
64 65