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
726
$130K ﹤0.01%
2,116
727
$129K ﹤0.01%
2,750
-63
728
$127K ﹤0.01%
3,435
729
$126K ﹤0.01%
446
730
$125K ﹤0.01%
4,798
731
$124K ﹤0.01%
6,744
-1,128
732
$124K ﹤0.01%
514
733
$123K ﹤0.01%
1,112
+22
734
$122K ﹤0.01%
3,562
735
$122K ﹤0.01%
2,340
736
$122K ﹤0.01%
681
737
$121K ﹤0.01%
1,528
-4,800
738
$121K ﹤0.01%
510
739
$121K ﹤0.01%
3,446
740
$121K ﹤0.01%
815
741
$121K ﹤0.01%
1,750
-2,182
742
$120K ﹤0.01%
10,681
-1,600
743
$120K ﹤0.01%
1,090
744
$120K ﹤0.01%
8,032
745
$120K ﹤0.01%
7,271
-1,875
746
$118K ﹤0.01%
723
747
$118K ﹤0.01%
2,567
748
$118K ﹤0.01%
403
-117
749
$117K ﹤0.01%
650
750
$117K ﹤0.01%
2,087
28 29
30
31 32