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
451
$587K 0.01%
1,848
452
$586K 0.01%
6,722
-145
453
$585K 0.01%
23,671
-1,722
454
$584K 0.01%
23,572
-4,926
455
$581K 0.01%
28,321
-2,636
456
$580K 0.01%
1,740
457
$576K 0.01%
2,537
-5,845
458
$574K 0.01%
7,988
459
$572K 0.01%
5,309
460
$561K 0.01%
17,750
-300
461
$551K 0.01%
4,164
462
$546K 0.01%
+41,644
463
$537K 0.01%
11,263
-4,703
464
$536K 0.01%
1,750
-9
465
$529K 0.01%
11,778
-69
466
$529K 0.01%
3,786
-125
467
$527K 0.01%
20,049
+1,176
468
$515K 0.01%
7,862
-1,128
469
$515K 0.01%
6,865
470
$512K 0.01%
7,143
-34
471
$509K 0.01%
16,705
+3,968
472
$505K 0.01%
12,513
473
$501K 0.01%
3,090
474
$500K 0.01%
28,365
-14,707
475
$499K 0.01%
9,519
17 18
19
20 21