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
776
$103K ﹤0.01%
1,695
-750
777
$103K ﹤0.01%
4,088
778
$102K ﹤0.01%
249
+107
779
$102K ﹤0.01%
2,785
780
$101K ﹤0.01%
737
-90
781
$101K ﹤0.01%
19,000
782
$101K ﹤0.01%
3,465
783
$100K ﹤0.01%
4,829
784
$100K ﹤0.01%
411
-89
785
$100K ﹤0.01%
727
+48
786
$99K ﹤0.01%
1,436
-54
787
$96K ﹤0.01%
29,859
788
$96K ﹤0.01%
479
789
$96K ﹤0.01%
642
-36
790
$95K ﹤0.01%
755
+360
791
$94K ﹤0.01%
2,616
792
$94K ﹤0.01%
711
-122
793
$92K ﹤0.01%
3,312
-48
794
$92K ﹤0.01%
788
+186
795
$91K ﹤0.01%
319
796
$91K ﹤0.01%
1,208
797
$91K ﹤0.01%
1,056
798
$90K ﹤0.01%
814
+144
799
$90K ﹤0.01%
1,074
+309
800
$89K ﹤0.01%
2,392
+973
30 31
32
33 34