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Home > Institutional Investor > Umb Bank N A > Profile

Instuitional Investor - Umb Bank N A

Fund Profile
Filing Period:
Fund Name: Umb Bank N A
Portfolio Value $6,841,472,262
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Umb Financial Corp
 UMBF 5,305,420 $443,267,841 6.47%
2.
Berkshire Hathaway Inc
 BRK.A 562 $304,955,267 4.45%
3.
Apple Inc.
 AAPL 1,427,406 $274,818,478 4.01%
4.
Ishares Trust
 IEF 528,774 $252,558,326 3.69%
5.
Microsoft Corp
 MSFT 596,150 $224,176,246 3.27%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)