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
1101
$31K ﹤0.01%
973
1102
$31K ﹤0.01%
721
1103
$30K ﹤0.01%
330
1104
$30K ﹤0.01%
403
+348
1105
$30K ﹤0.01%
1,130
-319
1106
$30K ﹤0.01%
644
+97
1107
$30K ﹤0.01%
3,594
1108
$30K ﹤0.01%
931
1109
$29K ﹤0.01%
534
1110
$29K ﹤0.01%
663
1111
$29K ﹤0.01%
+112
1112
$29K ﹤0.01%
1,339
-2
1113
$29K ﹤0.01%
207
-337
1114
$29K ﹤0.01%
335
1115
$29K ﹤0.01%
823
-8
1116
$29K ﹤0.01%
703
1117
$29K ﹤0.01%
386
-783
1118
$29K ﹤0.01%
150
1119
$28K ﹤0.01%
+173
1120
$28K ﹤0.01%
230
1121
$28K ﹤0.01%
92
-11
1122
$28K ﹤0.01%
199
1123
$28K ﹤0.01%
149
1124
$28K ﹤0.01%
2,666
1125
$28K ﹤0.01%
140
43 44
45
46 47