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
1626
$502 ﹤0.01%
68
1627
$494 ﹤0.01%
100
1628
$467 ﹤0.01%
51
1629
$461 ﹤0.01%
32
1630
$456 ﹤0.01%
38
1631
$445 ﹤0.01%
70
1632
$443 ﹤0.01%
48
1633
$431 ﹤0.01%
42
1634
$427 ﹤0.01%
16
1635
$411 ﹤0.01%
11
1636
$383 ﹤0.01%
+4
1637
$348 ﹤0.01%
400
1638
$319 ﹤0.01%
+10
1639
$316 ﹤0.01%
15
1640
$302 ﹤0.01%
16
1641
$276 ﹤0.01%
7
1642
$272 ﹤0.01%
12
1643
$270 ﹤0.01%
24
1644
$268 ﹤0.01%
20
1645
$260 ﹤0.01%
200
1646
$253 ﹤0.01%
18
1647
$251 ﹤0.01%
132
1648
$248 ﹤0.01%
20
1649
$214 ﹤0.01%
39
1650
$192 ﹤0.01%
200
64 65
66
67 68