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
501
$428K 0.01%
8,807
-430
502
$415K 0.01%
4,959
+2,398
503
$412K 0.01%
4,508
-1,147
504
$412K 0.01%
948
-20
505
$412K 0.01%
4,000
506
$409K 0.01%
3,817
-30,531
507
$409K 0.01%
3,068
-917
508
$407K 0.01%
3,434
-90
509
$405K 0.01%
26,965
-325
510
$403K 0.01%
37,060
+60
511
$402K 0.01%
3,685
+726
512
$401K 0.01%
10,919
-79
513
$400K 0.01%
4,879
514
$396K 0.01%
6,909
-30
515
$394K 0.01%
24,265
-25
516
$393K 0.01%
4,085
-94
517
$393K 0.01%
3,167
518
$392K 0.01%
6,913
-31
519
$386K 0.01%
8,275
+35
520
$384K 0.01%
6,036
521
$384K 0.01%
6,138
+268
522
$382K 0.01%
18,179
523
$374K ﹤0.01%
7,894
524
$374K ﹤0.01%
4,352
-150
525
$372K ﹤0.01%
10,079
-110
19 20
21
22 23