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
401
$894K 0.01%
19,497
-263
402
$894K 0.01%
6,170
+2,400
403
$893K 0.01%
17,678
+2,538
404
$889K 0.01%
29,000
405
$882K 0.01%
39,421
+90
406
$881K 0.01%
9,159
-1,057
407
$880K 0.01%
47,072
408
$878K 0.01%
6,731
-43
409
$866K 0.01%
45,610
+44,054
410
$866K 0.01%
1,240
+43
411
$850K 0.01%
18,426
-1,816
412
$839K 0.01%
6,185
-34,831
413
$829K 0.01%
1,862
-155
414
$829K 0.01%
26,660
415
$825K 0.01%
5,231
416
$802K 0.01%
17,470
-78
417
$802K 0.01%
6,763
+420
418
$782K 0.01%
25,665
+1,749
419
$782K 0.01%
15,232
420
$776K 0.01%
7,141
+270
421
$775K 0.01%
17,692
-1,122
422
$768K 0.01%
14,684
423
$763K 0.01%
6,453
-453
424
$761K 0.01%
14,774
-452
425
$757K 0.01%
7,366
15 16
17
18 19