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
51
$35.8M 0.47%
160,872
+7,077
52
$35.6M 0.47%
864,326
-143,695
53
$35.5M 0.47%
697,648
-1,058
54
$34.9M 0.46%
215,435
+6,148
55
$34.8M 0.46%
162,482
+1,856
56
$34.4M 0.45%
58,182
-7,864
57
$34.3M 0.45%
1,244,793
+1,824
58
$33.7M 0.45%
650,405
-4,582
59
$33.5M 0.44%
674,376
+936
60
$33.4M 0.44%
157,288
+8,145
61
$32.1M 0.43%
957,006
-623
62
$31.3M 0.41%
167,370
-253
63
$31M 0.41%
40,516
+735
64
$28.6M 0.38%
492,608
+19,115
65
$28.1M 0.37%
137,010
-13,268
66
$26.6M 0.35%
266,356
-81,722
67
$26.2M 0.35%
424,145
-10,380
68
$26.2M 0.35%
568,323
-29,981
69
$26.1M 0.35%
175,805
+8,316
70
$26M 0.34%
171,404
+2,551
71
$25.7M 0.34%
202,490
+66,280
72
$25.6M 0.34%
77,638
+987
73
$25.6M 0.34%
368,727
+13,609
74
$25.1M 0.33%
231,526
-50,351
75
$24.7M 0.33%
1,080,221
1 2
3
4 5