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
526
$367K ﹤0.01%
2,230
527
$367K ﹤0.01%
12,847
-217
528
$366K ﹤0.01%
4,471
529
$365K ﹤0.01%
4,035
-49
530
$359K ﹤0.01%
8,038
-836
531
$356K ﹤0.01%
3,975
+594
532
$355K ﹤0.01%
7,500
533
$355K ﹤0.01%
1,566
-81
534
$354K ﹤0.01%
2,687
535
$350K ﹤0.01%
3,819
536
$350K ﹤0.01%
8,005
537
$347K ﹤0.01%
2,610
538
$345K ﹤0.01%
3,536
539
$344K ﹤0.01%
9,550
+116
540
$344K ﹤0.01%
23,240
541
$344K ﹤0.01%
3,955
-27
542
$344K ﹤0.01%
1,129
-8
543
$342K ﹤0.01%
13,514
+36
544
$341K ﹤0.01%
9,605
545
$341K ﹤0.01%
20,550
546
$340K ﹤0.01%
1,900
547
$340K ﹤0.01%
1,863
548
$337K ﹤0.01%
2,180
-54
549
$334K ﹤0.01%
5,728
550
$330K ﹤0.01%
1,062
20 21
22
23 24