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
1076
$33K ﹤0.01%
200
-19
1077
$33K ﹤0.01%
540
+54
1078
$33K ﹤0.01%
317
-1
1079
$33K ﹤0.01%
1,467
1080
$33K ﹤0.01%
923
1081
$32K ﹤0.01%
632
1082
$32K ﹤0.01%
537
+42
1083
$32K ﹤0.01%
894
1084
$32K ﹤0.01%
1,764
1085
$32K ﹤0.01%
+1,566
1086
$32K ﹤0.01%
213
1087
$32K ﹤0.01%
693
+670
1088
$32K ﹤0.01%
152
1089
$32K ﹤0.01%
338
1090
$32K ﹤0.01%
1,236
1091
$31K ﹤0.01%
510
+451
1092
$31K ﹤0.01%
645
1093
$31K ﹤0.01%
386
-25
1094
$31K ﹤0.01%
1,053
1095
$31K ﹤0.01%
740
-920
1096
$31K ﹤0.01%
26
+22
1097
$31K ﹤0.01%
296
1098
$31K ﹤0.01%
437
-196
1099
$31K ﹤0.01%
277
1100
$31K ﹤0.01%
2,644
-27
42 43
44
45 46