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
976
$48K ﹤0.01%
402
977
$48K ﹤0.01%
2,025
+225
978
$47K ﹤0.01%
910
979
$47K ﹤0.01%
3,000
980
$47K ﹤0.01%
11,316
981
$47K ﹤0.01%
257
-22
982
$47K ﹤0.01%
364
983
$46K ﹤0.01%
558
984
$46K ﹤0.01%
1,542
985
$46K ﹤0.01%
705
986
$46K ﹤0.01%
182
-13
987
$46K ﹤0.01%
1,695
988
$46K ﹤0.01%
2,000
989
$46K ﹤0.01%
2,023
-72
990
$46K ﹤0.01%
340
+116
991
$46K ﹤0.01%
175
+1
992
$46K ﹤0.01%
806
993
$45K ﹤0.01%
465
994
$45K ﹤0.01%
3,011
-47
995
$45K ﹤0.01%
691
996
$45K ﹤0.01%
500
997
$44K ﹤0.01%
1,194
998
$44K ﹤0.01%
1,764
+473
999
$44K ﹤0.01%
308
+22
1000
$44K ﹤0.01%
842
+298
38 39
40
41 42