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
301
$1.94M 0.03%
40,556
302
$1.92M 0.03%
69,687
303
$1.89M 0.03%
24,247
304
$1.85M 0.02%
63,060
-6,068
305
$1.85M 0.02%
37,500
306
$1.84M 0.02%
84,764
-3,900
307
$1.84M 0.02%
16,077
-59
308
$1.83M 0.02%
23,544
-600
309
$1.83M 0.02%
13,951
+33
310
$1.82M 0.02%
21,882
+1,053
311
$1.82M 0.02%
18,842
-117
312
$1.81M 0.02%
25,763
-791
313
$1.79M 0.02%
31,425
-1,168
314
$1.78M 0.02%
26,375
-643
315
$1.78M 0.02%
3,765
+201
316
$1.75M 0.02%
34,282
-1,089
317
$1.75M 0.02%
17,209
-304
318
$1.74M 0.02%
7,246
-3
319
$1.7M 0.02%
65,991
+2,870
320
$1.69M 0.02%
20,710
+54
321
$1.69M 0.02%
4,329
+3,735
322
$1.68M 0.02%
27,254
-3,901
323
$1.68M 0.02%
19,966
-144
324
$1.67M 0.02%
10,576
-149
325
$1.63M 0.02%
7,056
11 12
13
14 15