Umb Bank, N.a.
CIK Number: 0000933429
6.07B
Market Value
1,779
# of Holdings
15 months
Avg. Holding Period
41.89%
Win Rate
15.41%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | UMBF | UMB Financial C... | 100.48 | -0.22% | 4.41M | -6.19% | 497.58M | 62.45 | 7.87% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 1.34M | -2.08% | 335.45M | 114.7 | 5.31% |
| 3 | IVV | iShares Core S&... | 603.05 | +0.54% | 559.72K | +0.80% | 329.5M | 274.62 | 5.21% |
| 4 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 526.2K | -4.24% | 221.79M | 133.16 | 3.51% |
| 5 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 1.41M | -2.54% | 188.82M | 31.31 | 2.99% |
| 6 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 750.59K | -1.36% | 164.67M | 87.35 | 2.60% |
| 7 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 791.2K | -1.81% | 149.77M | 89.93 | 2.37% |
| 8 | BRK-A | Berkshire Hatha... | 734690.00 | +0.47% | 214 | 0.00% | 145.72M | 450541.9 | 2.30% |
| 9 | IJH | iShares Core S&... | 60.66 | +0.67% | 2.34M | -2.46% | 145.58M | 31.75 | 2.30% |
| 10 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 509.19K | -2.43% | 118.05M | 40.84 | 1.87% |
| 11 | GVI | iShares Interme... | 105.69 | -0.08% | 1.11M | +4.50% | 116.11M | 102.92 | 1.84% |
| 12 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 476.72K | -1.61% | 114.27M | 81.93 | 1.81% |
| 13 | PGR | The Progressive... | 266.19 | -0.62% | 432K | +0.02% | 103.51M | 102.12 | 1.64% |
| 14 | IEFA | iShares Core MS... | 81.91 | -1.35% | 1.39M | -4.25% | 98.01M | 63.15 | 1.55% |
| 15 | IJR | iShares Core S&... | 106.86 | +0.53% | 785.06K | -4.3% | 90.45M | 68.71 | 1.43% |
| 16 | COST | Costco Wholesal... | 984.10 | -0.62% | 95.08K | -14.83% | 87.12M | 263.18 | 1.38% |
| 17 | META | Meta Platforms,... | 701.33 | +2.70% | 140.59K | +0.64% | 82.31M | 319.22 | 1.30% |
| 18 | QUAL | iShares MSCI US... | 179.29 | +0.57% | 430.33K | +8.18% | 76.63M | 144.01 | 1.21% |
| 19 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 94.63K | -19.72% | 73.05M | 259.01 | 1.16% |
| 20 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 150.58K | -4.21% | 68.25M | 284.84 | 1.08% |
| 21 | HD | The Home Depot,... | 353.06 | -0.45% | 168K | +5.63% | 65.35M | 115.43 | 1.03% |
| 22 | MA | Mastercard Inco... | 568.14 | +1.09% | 123.94K | -1.9% | 65.26M | 214.53 | 1.03% |
| 23 | IWR | iShares Russell... | 89.92 | +0.72% | 703.01K | +6.66% | 62.15M | 57.71 | 0.98% |
| 24 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 151.34K | +31.68% | 61.12M | 281.38 | 0.97% |
| 25 | WMT | Walmart Inc. | 94.23 | -0.22% | 652.48K | -14.99% | 58.95M | 33.63 | 0.93% |
| 26 | TJX | The TJX Compani... | 124.16 | +0.20% | 480.35K | +9.65% | 58.03M | 81.75 | 0.92% |
| 27 | CVX | Chevron Corpora... | 146.06 | +0.10% | 379.62K | -0.24% | 54.98M | 95.39 | 0.87% |
| 28 | VEA | Vanguard Develo... | 56.41 | +0.44% | 1.13M | -6.42% | 54.2M | 43.83 | 0.86% |
| 29 | PG | The Procter & G... | 160.70 | +0.26% | 292.44K | -0.32% | 49.03M | 106.37 | 0.78% |
| 30 | ETN | Eaton Corporati... | 337.96 | +4.42% | 145.01K | +13.40% | 48.12M | 191.02 | 0.76% |
| 31 | V | Visa Inc. | 355.07 | +0.63% | 146.35K | +0.54% | 46.25M | 204.18 | 0.73% |
| 32 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 319.4K | -1.56% | 46.19M | 124.39 | 0.73% |
| 33 | UNH | UnitedHealth Gr... | 307.61 | -1.89% | 90.31K | -3.3% | 45.68M | 189.04 | 0.72% |
| 34 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 419.08K | -10.42% | 45.08M | 66.02 | 0.71% |
| 35 | NEE | NextEra Energy,... | 73.71 | -1.43% | 605.93K | -3.05% | 43.44M | 33.76 | 0.69% |
| 36 | MCD | McDonald's Corp... | 295.94 | -1.98% | 134.55K | -1.85% | 39.01M | 176.56 | 0.62% |
| 37 | ORLY | O'Reilly Automo... | 88.05 | -2.07% | 32.23K | -5.15% | 38.22M | 560.26 | 0.60% |
| 38 | IWM | iShares Russell... | 210.52 | +0.78% | 167.2K | -2.46% | 36.94M | 158.24 | 0.58% |
| 39 | PH | Parker-Hannifin... | 660.76 | +1.02% | 57.64K | -1.23% | 36.66M | 392.14 | 0.58% |
| 40 | ORCL | Oracle Corporat... | 210.16 | -2.35% | 212.86K | +49.89% | 35.47M | 121.23 | 0.56% |
| 41 | LIN | Linde plc | 465.93 | -0.01% | 81.82K | -1.78% | 34.25M | 381.08 | 0.54% |
| 42 | BAC | Bank of America... | 44.36 | +0.61% | 758.6K | -11.03% | 33.34M | 30.98 | 0.53% |
| 43 | TXN | Texas Instrumen... | 199.09 | +2.10% | 167.36K | -1.05% | 31.38M | 77.92 | 0.50% |
| 44 | NFLX | Netflix, Inc. | 1224.68 | +1.03% | 34.8K | -0.36% | 31.02M | 410.29 | 0.49% |
| 45 | CRM | Salesforce, Inc... | 263.23 | +1.87% | 87.53K | -0.99% | 29.26M | 188.44 | 0.46% |
| 46 | ABT | Abbott Laborato... | 133.99 | -1.2% | 256.39K | -1.59% | 29M | 80.49 | 0.46% |
| 47 | DFAC | Dimensional U.S... | 34.97 | +0.94% | 810.88K | -1.3% | 28.05M | 28.9 | 0.44% |
| 48 | WELL | Welltower Inc. | 150.52 | -1.23% | 220.04K | +0.71% | 27.73M | 97.44 | 0.44% |
| 49 | INTU | Intuit Inc. | 767.56 | +1.80% | 43.68K | -32.31% | 27.45M | 173.88 | 0.43% |
| 50 | ACN | Accenture plc | 313.78 | +0.66% | 77.13K | -2.13% | 27.13M | 407.44 | 0.43% |
| 51 | TRV | The Travelers C... | 264.91 | +0.55% | 112.26K | -2.67% | 27.04M | 144.78 | 0.43% |
| 52 | UNP | Union Pacific C... | 224.53 | +0.52% | 116.39K | -3.53% | 26.54M | 132.15 | 0.42% |
| 53 | DHR | Danaher Corpora... | 200.98 | +0.15% | 110K | -2.73% | 25.25M | 186.31 | 0.40% |
| 54 | CAG | Conagra Brands,... | 21.56 | -0.05% | 885.16K | -0.53% | 24.56M | 34.11 | 0.39% |
| 55 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 128.86K | -4.97% | 24.54M | 125.29 | 0.39% |
| 56 | HON | Honeywell Inter... | 223.91 | -0.17% | 107.35K | -0.21% | 24.25M | 161.51 | 0.38% |
| 57 | MS | Morgan Stanley | 130.65 | +0.90% | 187.3K | -4.32% | 23.55M | 71.75 | 0.37% |
| 58 | APH | Amphenol Corpor... | 93.22 | +0.79% | 327.7K | -1.6% | 22.76M | 34.39 | 0.36% |
| 59 | TMO | Thermo Fisher S... | 404.82 | +0.51% | 40.19K | -1.42% | 20.91M | 319.39 | 0.33% |
| 60 | DUK | Duke Energy Cor... | 115.23 | -1.39% | 189.04K | -0.74% | 20.37M | 78.47 | 0.32% |
| 61 | IVW | iShares S&P 500... | 106.17 | +1.01% | 199.82K | +0.67% | 20.29M | 36.67 | 0.32% |
| 62 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 54.9K | -5.54% | 19.92M | 163.54 | 0.32% |
| 63 | LW | Lamb Weston Hol... | 55.19 | +0.71% | 296.81K | +0.03% | 19.84M | 63.48 | 0.31% |
| 64 | ISRG | Intuitive Surgi... | 518.65 | +1.26% | 37.24K | +0.84% | 19.44M | 353.58 | 0.31% |
| 65 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 105.66K | -26.06% | 18.78M | 118.68 | 0.30% |
| 66 | IEMG | iShares Core MS... | 58.66 | -0.09% | 358.41K | -3.8% | 18.72M | 52.9 | 0.30% |
| 67 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 102.67K | +107.73% | 18.68M | 105.87 | 0.30% |
| 68 | IWV | iShares Russell... | 341.23 | +0.64% | 54.22K | +48.65% | 18.12M | 220.86 | 0.29% |
| 69 | CPRT | Copart, Inc. | 48.33 | -0.55% | 304.17K | +1.21% | 17.46M | 52.14 | 0.28% |
| 70 | SDY | SPDR S&P Divide... | 135.11 | +0.23% | 130.03K | -9.86% | 17.18M | 114.64 | 0.27% |
| 71 | PEP | PepsiCo, Inc. | 131.29 | +0.34% | 110.5K | -48.68% | 16.8M | 114.78 | 0.27% |
| 72 | CME | CME Group Inc. | 267.37 | -0.79% | 71.65K | +0.48% | 16.64M | 181.29 | 0.26% |
| 73 | IWB | iShares Russell... | 329.80 | +0.60% | 51.39K | -0.44% | 16.56M | 191.64 | 0.26% |
| 74 | MRK | Merck & Co., In... | 80.88 | -1.02% | 166.15K | -28.29% | 16.53M | 79.54 | 0.26% |
| 75 | CBSH | Commerce Bancsh... | 60.73 | +0.07% | 261.23K | +3.98% | 16.28M | 50.67 | 0.26% |
| 76 | PAYX | Paychex, Inc. | 153.51 | +0.19% | 115.19K | -1.17% | 16.15M | 78.92 | 0.26% |
| 77 | PWR | Quanta Services... | 361.41 | +0.88% | 49.11K | -2.08% | 15.52M | 103.64 | 0.25% |
| 78 | PLTR | Palantir Techno... | 141.39 | +2.90% | 202.58K | -30.17% | 15.32M | 24.36 | 0.24% |
| 79 | NOW | ServiceNow, Inc... | 1005.49 | +1.70% | 14.16K | -7.53% | 15.02M | 502.12 | 0.24% |
| 80 | EMR | Emerson Electri... | 128.64 | +2.47% | 119.94K | -4.04% | 14.86M | 77.99 | 0.24% |
| 81 | MAR | Marriott Intern... | 257.61 | +1.03% | 51.49K | -5.97% | 14.36M | 161.36 | 0.23% |
| 82 | RF | Regions Financi... | 21.62 | +0.51% | 603.14K | -0.27% | 14.19M | 20.56 | 0.22% |
| 83 | VWO | Vanguard Emergi... | 48.83 | +0.92% | 319.6K | +2.91% | 14.08M | 45.86 | 0.22% |
| 84 | VTEB | Vanguard Tax-Ex... | 48.81 | -0.01% | 279.65K | +191.41% | 14.02M | 50.02 | 0.22% |
| 85 | VTV | Vanguard Value ... | 174.03 | +0.37% | 79.7K | -13.41% | 13.49M | 134.26 | 0.21% |
| 86 | IWP | iShares Russell... | 135.18 | +1.35% | 106.11K | -6.25% | 13.45M | 58.86 | 0.21% |
| 87 | CTAS | Cintas Corporat... | 222.25 | +0.12% | 73.55K | -1.08% | 13.44M | 80.99 | 0.21% |
| 88 | IVE | iShares S&P 500... | 191.30 | +0.20% | 69.76K | -1.47% | 13.32M | 99.17 | 0.21% |
| 89 | ECL | Ecolab Inc. | 266.18 | +0.75% | 54.64K | +1.59% | 12.8M | 227.8 | 0.20% |
| 90 | IWF | iShares Russell... | 409.82 | +1.05% | 31.34K | -29.8% | 12.59M | 177.12 | 0.20% |
| 91 | ZTS | Zoetis Inc. | 164.20 | -0.08% | 76.81K | +0.87% | 12.51M | 171.01 | 0.20% |
| 92 | VUG | Vanguard Growth... | 423.26 | +1.18% | 30.2K | -4.06% | 12.4M | 292.38 | 0.20% |
| 93 | IAU | iShares Gold Tr... | 63.84 | -1.39% | 246.96K | -5.2% | 12.23M | 36.92 | 0.19% |
| 94 | EMLP | First Trust Nor... | 37.23 | -0.75% | 341.08K | -21.43% | 12.16M | 24.43 | 0.19% |
| 95 | EFA | iShares MSCI EA... | 88.06 | -1.31% | 160.32K | -6.3% | 12.12M | 63.03 | 0.19% |
| 96 | PLD | Prologis, Inc. | 106.75 | -0.49% | 114.55K | -1.06% | 12.11M | 120.96 | 0.19% |
| 97 | BRO | Brown & Brown, ... | 106.88 | +0.24% | 117.81K | +0.10% | 12.02M | 70.31 | 0.19% |
| 98 | IBM | International B... | 281.56 | +1.57% | 54.36K | -4.76% | 11.95M | 132.05 | 0.19% |
| 99 | CMCSA | Comcast Corpora... | 35.06 | +0.16% | 314.09K | -2.59% | 11.79M | 43.27 | 0.19% |
| 100 | SPY | SPDR S&P 500 ET... | 602.00 | +0.84% | 19.96K | -2.29% | 11.7M | 456.55 | 0.18% |
| 101 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 205.46K | +178.16% | 11.62M | 55.14 | 0.18% |
| 102 | IWS | iShares Russell... | 129.32 | +0.51% | 89.63K | -8.19% | 11.59M | 73.74 | 0.18% |
| 103 | RTX | RTX Corporation | 146.33 | +0.44% | 100.15K | +1.25% | 11.59M | 65.48 | 0.18% |
| 104 | ADP | Automatic Data ... | 307.60 | +0.25% | 39.29K | +0.04% | 11.5M | 210.03 | 0.18% |
| 105 | XMHQ | Invesco S&P Mid... | 96.78 | +0.50% | 112.92K | +100.00% | 11.12M | 98.47 | 0.18% |
| 106 | ITW | Illinois Tool W... | 244.12 | +1.09% | 42.56K | +92.95% | 10.79M | 205.46 | 0.17% |
| 107 | GILD | Gilead Sciences... | 110.72 | +0.67% | 112.12K | -1.32% | 10.36M | 82.91 | 0.16% |
| 108 | EAGL | Eagle Capital S... | 29.55 | +0.87% | 365.63K | -10.03% | 10.18M | 26.47 | 0.16% |
| 109 | CB | Chubb Limited | 286.06 | -0.25% | 36.17K | -24.62% | 9.99M | 238.73 | 0.16% |
| 110 | WM | Waste Managemen... | 234.37 | -0.9% | 45.53K | -1.21% | 9.19M | 158.62 | 0.15% |
| 111 | GWW | W.W. Grainger, ... | 1070.09 | +0.55% | 8.67K | -0.84% | 9.14M | 542.42 | 0.14% |
| 112 | SEIC | SEI Investments... | 84.09 | +1.33% | 110.28K | +100.00% | 9.1M | 82.48 | 0.14% |
| 113 | FAST | Fastenal Compan... | 42.18 | +0.02% | 119.51K | +139.24% | 8.59M | 67.74 | 0.14% |
| 114 | AMGN | Amgen Inc. | 295.12 | -0.03% | 32.69K | -6.39% | 8.52M | 212.06 | 0.13% |
| 115 | IJT | iShares S&P Sma... | 129.69 | +0.68% | 61.9K | -3.23% | 8.38M | 75.23 | 0.13% |
| 116 | CP | Canadian Pacifi... | 81.64 | +1.51% | 113.16K | +4.90% | 8.19M | 74.31 | 0.13% |
| 117 | KKR | KKR & Co. Inc. | 123.21 | +1.55% | 54.9K | +3.21% | 8.12M | 128.24 | 0.13% |
| 118 | COP | ConocoPhillips | 95.02 | -2.01% | 81.09K | -8.89% | 8.04M | 60.31 | 0.13% |
| 119 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 135.44K | -9% | 8.02M | 53.17 | 0.13% |
| 120 | LMT | Lockheed Martin... | 466.60 | -4.08% | 16.28K | -34.7% | 7.91M | 400.62 | 0.13% |
| 121 | VFC | V.F. Corporatio... | 12.38 | +6.77% | 361.64K | -0.03% | 7.76M | 30.85 | 0.12% |
| 122 | TT | Trane Technolog... | 426.18 | +1.14% | 20.91K | +0.22% | 7.72M | 320.69 | 0.12% |
| 123 | SHW | The Sherwin-Wil... | 335.16 | -0.21% | 22.57K | -1.68% | 7.67M | 297.08 | 0.12% |
| 124 | VFMF | Vanguard U.S. M... | 131.02 | +1.07% | 58.53K | -0.25% | 7.64M | 106.31 | 0.12% |
| 125 | DE | Deere & Company | 524.06 | +2.84% | 18.03K | -8.02% | 7.64M | 314.2 | 0.12% |
| 126 | BK | The Bank of New... | 90.38 | +2.00% | 97.95K | +2.12K% | 7.53M | 75.88 | 0.12% |
| 127 | TFC | Truist Financia... | 39.37 | +1.03% | 171.27K | +796.15% | 7.43M | 44.89 | 0.12% |
| 128 | ADSK | Autodesk, Inc. | 298.97 | +2.33% | 24.89K | +337.19% | 7.36M | 279.07 | 0.12% |
| 129 | AXON | Axon Enterprise... | 779.88 | -0.1% | 11.96K | -29.72% | 7.11M | 307.78 | 0.11% |
| 130 | RJF | Raymond James F... | 148.32 | +1.85% | 45.35K | +7.24K% | 7.04M | 154.7 | 0.11% |
| 131 | VFVA | Vanguard U.S. V... | 116.99 | +0.78% | 57.96K | +0.49% | 6.86M | 104.95 | 0.11% |
| 132 | KO | The Coca-Cola C... | 70.46 | -0.79% | 106.68K | -2.11% | 6.64M | 54.22 | 0.10% |
| 133 | SYK | Stryker Corpora... | 376.80 | -0.13% | 18.44K | -7.72% | 6.64M | 310.24 | 0.10% |
| 134 | WFC | Wells Fargo & C... | 72.97 | +0.84% | 93.71K | -0.22% | 6.58M | 54.29 | 0.10% |
| 135 | AXP | American Expres... | 293.96 | +2.14% | 21.86K | -1.24% | 6.49M | 159.88 | 0.10% |
| 136 | VOE | Vanguard Mid-Ca... | 162.69 | +0.70% | 38.21K | +0.44% | 6.18M | 117.05 | 0.10% |
| 137 | PSA | Public Storage | 294.44 | -0.17% | 20.3K | +8.97% | 6.08M | 359.23 | 0.10% |
| 138 | AMAT | Applied Materia... | 176.39 | +3.40% | 36.52K | +288.76% | 5.94M | 154.44 | 0.09% |
| 139 | CSGP | CoStar Group, I... | 81.89 | +0.89% | 82.65K | +6.14% | 5.92M | 75.34 | 0.09% |
| 140 | VTI | Vanguard Total ... | 296.15 | +0.88% | 20.12K | -64.7% | 5.83M | 232.42 | 0.09% |
| 141 | IGSB | iShares 1-5 Yea... | 52.32 | +0.02% | 112.8K | -0.86% | 5.83M | 53.06 | 0.09% |
| 142 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 37.69K | -8.05% | 5.79M | 104.05 | 0.09% |
| 143 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 210.65K | +116.11% | 5.77M | 23.12 | 0.09% |
| 144 | CEG | Constellation E... | 307.85 | +3.69% | 25.58K | +1.71K% | 5.72M | 217.45 | 0.09% |
| 145 | PFE | Pfizer Inc. | 24.39 | -0.63% | 211.51K | -44.4% | 5.61M | 35.22 | 0.09% |
| 146 | LBTYK | Liberty Global ... | 10.18 | +1.85% | 422.82K | 0.00% | 5.56M | 9.76 | 0.09% |
| 147 | USHY | iShares Broad U... | 37.03 | +0.24% | 146.9K | +14.87% | 5.4M | 35.71 | 0.09% |
| 148 | DIS | The Walt Disney... | 119.45 | +1.28% | 48.04K | -17.68% | 5.35M | 91.6 | 0.08% |
| 149 | SO | The Southern Co... | 88.83 | -1.68% | 64.35K | -1.7% | 5.3M | 56.17 | 0.08% |
| 150 | USB | U.S. Bancorp | 43.13 | +0.33% | 109.61K | +2.12% | 5.24M | 43.19 | 0.08% |