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
326
$1.59M 0.02%
40,454
-558
327
$1.57M 0.02%
51,101
-2,519
328
$1.57M 0.02%
7,739
329
$1.57M 0.02%
11,969
+51
330
$1.55M 0.02%
28,468
-334
331
$1.5M 0.02%
18,236
+988
332
$1.49M 0.02%
18,890
333
$1.49M 0.02%
15,934
-2,546
334
$1.48M 0.02%
9,464
-7
335
$1.47M 0.02%
6,068
-193
336
$1.45M 0.02%
20,980
-1,240
337
$1.45M 0.02%
11,431
338
$1.44M 0.02%
4,800
339
$1.44M 0.02%
8,710
340
$1.42M 0.02%
28,061
+2,340
341
$1.4M 0.02%
28,159
+22,015
342
$1.36M 0.02%
55,200
+639
343
$1.33M 0.02%
12,120
-590
344
$1.33M 0.02%
3,662
-1,199
345
$1.32M 0.02%
11,767
+549
346
$1.31M 0.02%
14,000
347
$1.31M 0.02%
34,218
-100
348
$1.31M 0.02%
18,170
349
$1.31M 0.02%
48,216
-86
350
$1.29M 0.02%
3,138
+1
12 13
14
15 16