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
351
$1.29M 0.02%
12,702
-212
352
$1.28M 0.02%
2,320
-72
353
$1.27M 0.02%
44,932
-190
354
$1.26M 0.02%
52,364
+2,223
355
$1.26M 0.02%
31,839
+23,421
356
$1.24M 0.02%
14,758
357
$1.23M 0.02%
24,861
358
$1.22M 0.02%
8,993
-306
359
$1.21M 0.02%
13,766
-41
360
$1.21M 0.02%
10,898
+727
361
$1.19M 0.02%
23,228
-1,215
362
$1.18M 0.02%
9,228
-1,294
363
$1.16M 0.02%
17,317
+1,730
364
$1.16M 0.02%
35,073
-1,499
365
$1.14M 0.02%
12,158
-15,275
366
$1.14M 0.02%
8,360
+70
367
$1.14M 0.02%
10,200
-1,710
368
$1.13M 0.01%
31,075
+910
369
$1.13M 0.01%
15,265
370
$1.12M 0.01%
10,240
+8,930
371
$1.11M 0.01%
11,052
+91
372
$1.1M 0.01%
10,711
-20
373
$1.09M 0.01%
14,678
-2,033
374
$1.09M 0.01%
9,160
-350
375
$1.09M 0.01%
5,083
-173
13 14
15
16 17