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
701
$151K ﹤0.01%
4,744
702
$150K ﹤0.01%
26,334
703
$150K ﹤0.01%
1,143
704
$150K ﹤0.01%
1,349
-132
705
$150K ﹤0.01%
2,250
706
$149K ﹤0.01%
1,612
-408
707
$148K ﹤0.01%
5,958
-61
708
$148K ﹤0.01%
2,200
+370
709
$148K ﹤0.01%
1,124
710
$147K ﹤0.01%
699
-105
711
$146K ﹤0.01%
900
712
$146K ﹤0.01%
1,400
713
$145K ﹤0.01%
2,016
-159
714
$141K ﹤0.01%
2,343
-164
715
$139K ﹤0.01%
981
716
$138K ﹤0.01%
3,720
+281
717
$138K ﹤0.01%
7,698
-5,400
718
$136K ﹤0.01%
7,033
719
$135K ﹤0.01%
1,920
-32
720
$133K ﹤0.01%
762
-27
721
$133K ﹤0.01%
6,000
722
$132K ﹤0.01%
2,640
+799
723
$132K ﹤0.01%
2,643
724
$132K ﹤0.01%
1,055
-131
725
$130K ﹤0.01%
2,352
-114
27 28
29
30 31