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
951
$54K ﹤0.01%
572
+30
952
$54K ﹤0.01%
4,100
+2,400
953
$53K ﹤0.01%
2,000
954
$53K ﹤0.01%
1,342
-68
955
$53K ﹤0.01%
400
956
$52K ﹤0.01%
236
957
$52K ﹤0.01%
1,406
958
$52K ﹤0.01%
1,946
-1,420
959
$52K ﹤0.01%
10,152
960
$52K ﹤0.01%
2,462
-79
961
$52K ﹤0.01%
227
+51
962
$51K ﹤0.01%
148
-70
963
$51K ﹤0.01%
+1,018
964
$50K ﹤0.01%
34
965
$50K ﹤0.01%
299
-21
966
$50K ﹤0.01%
1,621
967
$50K ﹤0.01%
1,183
-38,771
968
$50K ﹤0.01%
2,067
969
$50K ﹤0.01%
+1,050
970
$50K ﹤0.01%
528
-21
971
$49K ﹤0.01%
66
-4
972
$49K ﹤0.01%
2,000
973
$49K ﹤0.01%
+1,333
974
$49K ﹤0.01%
7,773
-1
975
$49K ﹤0.01%
666
37 38
39
40 41