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
476
$499K 0.01%
2,007
-111
477
$497K 0.01%
23,000
478
$496K 0.01%
24,225
-18,650
479
$482K 0.01%
14,723
480
$475K 0.01%
+21,270
481
$474K 0.01%
26,634
482
$471K 0.01%
16,550
-8,725
483
$469K 0.01%
10,583
+1
484
$468K 0.01%
18,785
-470
485
$468K 0.01%
4,859
-12
486
$467K 0.01%
8,226
-200
487
$460K 0.01%
1,850
+550
488
$459K 0.01%
6,861
489
$456K 0.01%
5,930
+439
490
$451K 0.01%
12,725
491
$450K 0.01%
16,695
+300
492
$450K 0.01%
9,000
493
$448K 0.01%
17,842
-1,883
494
$447K 0.01%
3,482
-24
495
$447K 0.01%
3,004
496
$444K 0.01%
3,384
497
$442K 0.01%
14,092
498
$434K 0.01%
18,564
499
$434K 0.01%
10,335
500
$432K 0.01%
5,211
18 19
20
21 22