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
876
$68K ﹤0.01%
7,880
-200
877
$67K ﹤0.01%
774
878
$67K ﹤0.01%
2,411
879
$67K ﹤0.01%
2,548
880
$67K ﹤0.01%
878
881
$66K ﹤0.01%
1,925
882
$65K ﹤0.01%
154
+58
883
$65K ﹤0.01%
1,720
884
$65K ﹤0.01%
2,694
885
$64K ﹤0.01%
590
886
$64K ﹤0.01%
1,587
+125
887
$63K ﹤0.01%
1,931
888
$63K ﹤0.01%
137
+106
889
$63K ﹤0.01%
288
-2
890
$63K ﹤0.01%
627
891
$63K ﹤0.01%
413
+80
892
$63K ﹤0.01%
1,160
893
$63K ﹤0.01%
4,673
894
$63K ﹤0.01%
1,060
+60
895
$63K ﹤0.01%
1,637
+416
896
$63K ﹤0.01%
+301
897
$62K ﹤0.01%
384
898
$62K ﹤0.01%
572
899
$62K ﹤0.01%
1,116
900
$62K ﹤0.01%
4,689
34 35
36
37 38