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
1026
$40K ﹤0.01%
3,724
1027
$39K ﹤0.01%
76
+59
1028
$39K ﹤0.01%
1,370
-300
1029
$39K ﹤0.01%
+1,750
1030
$39K ﹤0.01%
652
-44
1031
$38K ﹤0.01%
403
-8
1032
$38K ﹤0.01%
2,513
+334
1033
$38K ﹤0.01%
823
1034
$38K ﹤0.01%
991
1035
$37K ﹤0.01%
150
-8
1036
$37K ﹤0.01%
+1,550
1037
$37K ﹤0.01%
194
-100
1038
$37K ﹤0.01%
4,100
1039
$37K ﹤0.01%
318
1040
$37K ﹤0.01%
244
-3
1041
$37K ﹤0.01%
621
-223
1042
$37K ﹤0.01%
+715
1043
$37K ﹤0.01%
463
1044
$36K ﹤0.01%
417
+23
1045
$36K ﹤0.01%
450
1046
$36K ﹤0.01%
608
1047
$36K ﹤0.01%
1,168
1048
$36K ﹤0.01%
430
1049
$36K ﹤0.01%
336
-72
1050
$36K ﹤0.01%
635
40 41
42
43 44