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
1651
$189 ﹤0.01%
+2
1652
$186 ﹤0.01%
52
1653
$182 ﹤0.01%
26
1654
$159 ﹤0.01%
1
1655
$154 ﹤0.01%
12
1656
$140 ﹤0.01%
9
1657
$136 ﹤0.01%
40
1658
$123 ﹤0.01%
32
1659
$120 ﹤0.01%
23
1660
$114 ﹤0.01%
15
1661
$111 ﹤0.01%
39
1662
$99 ﹤0.01%
+3
1663
$96 ﹤0.01%
+2
1664
$91 ﹤0.01%
37
1665
$86 ﹤0.01%
+2
1666
$73 ﹤0.01%
100
1667
$68 ﹤0.01%
2
1668
$68 ﹤0.01%
30
1669
$45 ﹤0.01%
10
1670
$39 ﹤0.01%
5
1671
$30 ﹤0.01%
166
1672
$25 ﹤0.01%
+1
1673
$20 ﹤0.01%
1
1674
$12 ﹤0.01%
2
1675
$10 ﹤0.01%
1
65 66
67
68 69