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
826
$80K ﹤0.01%
5,598
827
$78K ﹤0.01%
881
828
$78K ﹤0.01%
489
829
$77K ﹤0.01%
230
+5
830
$77K ﹤0.01%
3,963
831
$77K ﹤0.01%
343
-24
832
$77K ﹤0.01%
935
+145
833
$77K ﹤0.01%
542
834
$76K ﹤0.01%
440
+88
835
$76K ﹤0.01%
1,520
836
$76K ﹤0.01%
2,808
-29
837
$76K ﹤0.01%
2,645
838
$76K ﹤0.01%
3,232
839
$76K ﹤0.01%
1,065
840
$76K ﹤0.01%
1,054
+570
841
$75K ﹤0.01%
2,264
842
$75K ﹤0.01%
2,086
+1,086
843
$75K ﹤0.01%
1,125
844
$75K ﹤0.01%
629
845
$75K ﹤0.01%
942
846
$74K ﹤0.01%
909
847
$74K ﹤0.01%
621
-59
848
$74K ﹤0.01%
7,598
849
$74K ﹤0.01%
3,682
850
$74K ﹤0.01%
5,120
+370
32 33
34
35 36