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
76
$24.6M 0.33%
443,591
+3,838
77
$24M 0.32%
422,516
-6,171
78
$22.5M 0.3%
80,969
+329
79
$22.2M 0.29%
113,883
+1,099
80
$22.1M 0.29%
71,057
81
$21.9M 0.29%
1,225,207
+491,437
82
$21.6M 0.29%
282,693
-5,340
83
$21.2M 0.28%
373,894
+220,763
84
$20.9M 0.28%
158,904
+2,944
85
$20.7M 0.27%
198,958
+66,976
86
$20.4M 0.27%
111,514
+1,933
87
$20.2M 0.27%
168,857
-1,128
88
$20M 0.26%
94,226
-67,698
89
$19.8M 0.26%
127,141
+2,907
90
$19.6M 0.26%
238,963
+2,861
91
$19.3M 0.26%
150,854
+16,933
92
$19M 0.25%
114,638
+25,086
93
$18.8M 0.25%
255,159
-22,907
94
$18.5M 0.24%
51,519
+4,551
95
$18.5M 0.24%
308,669
-60
96
$18.4M 0.24%
73,640
-1,619
97
$17.3M 0.23%
335,434
-10,078
98
$17M 0.23%
256,819
-1,964
99
$17M 0.23%
124,707
-3,175
100
$17M 0.23%
159,396
+4,529
2 3
4
5 6