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
1576
$1.11K ﹤0.01%
13
1577
$1.1K ﹤0.01%
116
1578
$1.1K ﹤0.01%
118
1579
$1.08K ﹤0.01%
100
1580
$1.07K ﹤0.01%
27
1581
$1.05K ﹤0.01%
21
1582
$1.04K ﹤0.01%
85
1583
$1.03K ﹤0.01%
+63
1584
$1.02K ﹤0.01%
90
1585
$1.02K ﹤0.01%
28
1586
$1K ﹤0.01%
200
1587
$999 ﹤0.01%
+40
1588
$998 ﹤0.01%
109
1589
$980 ﹤0.01%
1,555
1590
$975 ﹤0.01%
50
1591
$965 ﹤0.01%
60
1592
$950 ﹤0.01%
+5
1593
$950 ﹤0.01%
55
1594
$938 ﹤0.01%
90
1595
$933 ﹤0.01%
47
1596
$914 ﹤0.01%
10
1597
$912 ﹤0.01%
77
1598
$896 ﹤0.01%
27
1599
$893 ﹤0.01%
+19
1600
$875 ﹤0.01%
500
62 63
64
65 66