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
851
$73K ﹤0.01%
426
-105
852
$73K ﹤0.01%
561
-300
853
$73K ﹤0.01%
1,000
854
$72K ﹤0.01%
1,081
+388
855
$71K ﹤0.01%
1,566
856
$71K ﹤0.01%
952
-612
857
$71K ﹤0.01%
3,340
858
$71K ﹤0.01%
13,650
-152
859
$70K ﹤0.01%
4,929
860
$70K ﹤0.01%
1,850
+231
861
$70K ﹤0.01%
1,635
862
$70K ﹤0.01%
1,493
+52
863
$70K ﹤0.01%
993
864
$70K ﹤0.01%
427
-192
865
$70K ﹤0.01%
1,092
866
$70K ﹤0.01%
2,962
867
$70K ﹤0.01%
2,193
+316
868
$70K ﹤0.01%
550
869
$70K ﹤0.01%
415
+54
870
$69K ﹤0.01%
2,203
-240
871
$69K ﹤0.01%
2,252
-378
872
$69K ﹤0.01%
2,565
873
$68K ﹤0.01%
1,841
-378
874
$68K ﹤0.01%
1,985
875
$68K ﹤0.01%
920
33 34
35
36 37