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
426
$757K 0.01%
1,162
427
$755K 0.01%
4,847
-4
428
$753K 0.01%
2,063
+1
429
$746K 0.01%
3,638
-25
430
$742K 0.01%
2,988
431
$721K 0.01%
21,585
-7,830
432
$720K 0.01%
2,118
+17
433
$718K 0.01%
14,322
-122
434
$711K 0.01%
5,139
-112
435
$704K 0.01%
65,382
436
$683K 0.01%
26,939
437
$683K 0.01%
11,920
-2,785
438
$680K 0.01%
17,946
+45
439
$674K 0.01%
14,933
+5,407
440
$671K 0.01%
15,700
441
$665K 0.01%
1,818
-1
442
$665K 0.01%
9,502
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443
$658K 0.01%
8,964
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444
$651K 0.01%
17,002
-107
445
$647K 0.01%
8,416
-641
446
$646K 0.01%
26,000
+17,600
447
$646K 0.01%
8,134
-444
448
$625K 0.01%
2,297
-35,898
449
$611K 0.01%
12,444
-735
450
$604K 0.01%
13,317
-209
16 17
18
19 20