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
$7.56B
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,135
New
Increased
Reduced
Closed

Top Buys

1
+$31.4M
2
+$21.1M
3
+$16.3M
4
TFC icon
Truist Financial
TFC
+$12.5M
5
MRVL icon
Marvell Technology
MRVL
+$12.1M

Top Sells

1
+$35.3M
2
+$16M
3
+$14.4M
4
UMBF icon
UMB Financial
UMBF
+$13.3M
5
NKE icon
Nike
NKE
+$11.8M

Sector Composition

1 Financials 23.06%
2 Technology 12.57%
3 Healthcare 10.19%
4 Industrials 7.15%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.43M 0.03%
38,851
-400
277
$2.41M 0.03%
63,435
+751
278
$2.35M 0.03%
38,774
+1,129
279
$2.35M 0.03%
10,841
-3
280
$2.31M 0.03%
17,086
-266
281
$2.29M 0.03%
10,674
-37
282
$2.28M 0.03%
27,175
283
$2.27M 0.03%
99,612
284
$2.21M 0.03%
15,611
-25
285
$2.19M 0.03%
36,925
-247
286
$2.19M 0.03%
8,570
-719
287
$2.16M 0.03%
56,930
-1,640
288
$2.13M 0.03%
16,583
-1,203
289
$2.1M 0.03%
50,860
+1,260
290
$2.1M 0.03%
20,158
-1,199
291
$2.08M 0.03%
6,386
+8
292
$2.08M 0.03%
50,243
293
$2.07M 0.03%
881
-15
294
$2.07M 0.03%
8,324
-89
295
$2.06M 0.03%
12,440
+500
296
$2.04M 0.03%
20,109
-9,154
297
$2.03M 0.03%
54,213
-844
298
$2M 0.03%
4,085
299
$1.98M 0.03%
26,354
+1,400
300
$1.95M 0.03%
24,524
-65
10 11
12
13 14