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
801
$87K ﹤0.01%
1,725
802
$87K ﹤0.01%
10,582
-4,503
803
$86K ﹤0.01%
948
804
$86K ﹤0.01%
10,588
805
$85K ﹤0.01%
1,845
806
$85K ﹤0.01%
2,254
-210
807
$84K ﹤0.01%
5,548
808
$84K ﹤0.01%
3,415
+1,842
809
$84K ﹤0.01%
1,168
810
$83K ﹤0.01%
+317
811
$83K ﹤0.01%
928
812
$82K ﹤0.01%
991
+21
813
$82K ﹤0.01%
4,341
+6
814
$82K ﹤0.01%
1,131
+286
815
$82K ﹤0.01%
719
-321
816
$81K ﹤0.01%
809
-543
817
$80K ﹤0.01%
900
818
$80K ﹤0.01%
2,411
-41
819
$80K ﹤0.01%
800
820
$80K ﹤0.01%
680
+276
821
$80K ﹤0.01%
3,241
822
$80K ﹤0.01%
1,015
-314
823
$80K ﹤0.01%
7,083
-1,878
824
$80K ﹤0.01%
363
-3
825
$80K ﹤0.01%
1,542
31 32
33
34 35