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
1051
$36K ﹤0.01%
1,452
-411
1052
$35K ﹤0.01%
4,371
-1,173
1053
$35K ﹤0.01%
270
1054
$35K ﹤0.01%
294
1055
$35K ﹤0.01%
941
+800
1056
$35K ﹤0.01%
1,639
1057
$35K ﹤0.01%
390
1058
$35K ﹤0.01%
1,760
1059
$35K ﹤0.01%
472
1060
$35K ﹤0.01%
382
1061
$35K ﹤0.01%
1,000
1062
$35K ﹤0.01%
671
-30
1063
$35K ﹤0.01%
931
-47
1064
$35K ﹤0.01%
796
1065
$35K ﹤0.01%
881
+206
1066
$34K ﹤0.01%
323
+90
1067
$34K ﹤0.01%
2,282
1068
$34K ﹤0.01%
+365
1069
$34K ﹤0.01%
492
1070
$33K ﹤0.01%
233
1071
$33K ﹤0.01%
298
-348
1072
$33K ﹤0.01%
1,339
1073
$33K ﹤0.01%
1,016
-188
1074
$33K ﹤0.01%
313
1075
$33K ﹤0.01%
5,277
41 42
43
44 45