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
376
$1.09M 0.01%
5,488
377
$1.08M 0.01%
3,181
+545
378
$1.06M 0.01%
15,374
-3,107
379
$1.05M 0.01%
13,107
-12,969
380
$1.05M 0.01%
3,121
-200
381
$1.05M 0.01%
11,687
-201
382
$1.04M 0.01%
15,474
-1,198
383
$1.03M 0.01%
5,591
-138
384
$1.03M 0.01%
54,745
385
$1.03M 0.01%
9,870
+9,177
386
$1.01M 0.01%
25,402
+496
387
$1.01M 0.01%
14,730
-945
388
$999K 0.01%
7,607
-2,286
389
$975K 0.01%
4,000
390
$968K 0.01%
7,280
391
$967K 0.01%
2,163
+159
392
$966K 0.01%
148,000
393
$955K 0.01%
8,444
394
$954K 0.01%
14,393
-91
395
$944K 0.01%
36,489
396
$922K 0.01%
8,818
+185
397
$908K 0.01%
7,589
+1,055
398
$907K 0.01%
6,494
-166
399
$900K 0.01%
15,127
+8,264
400
$899K 0.01%
+35,308
14 15
16
17 18