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
26
$58.3M 0.77%
381,666
+1,099
27
$57.8M 0.77%
260,712
+7,454
28
$56.9M 0.75%
671,941
-27,932
29
$55.7M 0.74%
428,634
+14,067
30
$55.4M 0.73%
184,925
-11,189
31
$53.6M 0.71%
111,401
-9,724
32
$51.9M 0.69%
199,638
+4,131
33
$51.9M 0.69%
438,519
+7,673
34
$49.4M 0.65%
432,978
-279
35
$49.1M 0.65%
267,549
-60,723
36
$47.9M 0.63%
167,427
+109,753
37
$47.8M 0.63%
193,263
+1,318
38
$45.6M 0.6%
1,790,987
39
$44.2M 0.58%
138,260
-6,954
40
$43.5M 0.58%
104,648
+50,814
41
$42.8M 0.57%
255,953
+33,192
42
$41.2M 0.55%
471,378
+12,964
43
$40.1M 0.53%
485,928
+8,885
44
$39.7M 0.52%
289,095
+11,526
45
$39.6M 0.52%
117,524
+3,209
46
$39.5M 0.52%
504,644
-28,904
47
$39.2M 0.52%
631,602
-7,324
48
$38.4M 0.51%
1,408,400
+57,370
49
$37.8M 0.5%
600,440
+9,910
50
$37.4M 0.49%
334,691
+1,052
1
2
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