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
751
$116K ﹤0.01%
2,422
-74
752
$115K ﹤0.01%
264
-13
753
$115K ﹤0.01%
1,216
-124
754
$114K ﹤0.01%
1,925
755
$114K ﹤0.01%
4,890
756
$114K ﹤0.01%
994
+646
757
$114K ﹤0.01%
1,368
758
$112K ﹤0.01%
1,219
759
$111K ﹤0.01%
1,767
+781
760
$111K ﹤0.01%
581
+77
761
$111K ﹤0.01%
1,267
762
$111K ﹤0.01%
4,671
763
$111K ﹤0.01%
923
+40
764
$110K ﹤0.01%
1,890
-57
765
$110K ﹤0.01%
1,674
766
$109K ﹤0.01%
3,404
-102
767
$108K ﹤0.01%
1,386
-52
768
$106K ﹤0.01%
3,072
769
$106K ﹤0.01%
10,887
770
$106K ﹤0.01%
892
771
$105K ﹤0.01%
2,247
772
$105K ﹤0.01%
954
773
$104K ﹤0.01%
1,190
774
$104K ﹤0.01%
1,861
775
$104K ﹤0.01%
4,001
+124
29 30
31
32 33