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
1126
$28K ﹤0.01%
254
1127
$28K ﹤0.01%
2,710
1128
$28K ﹤0.01%
924
-33
1129
$28K ﹤0.01%
130
1130
$28K ﹤0.01%
659
1131
$28K ﹤0.01%
400
1132
$28K ﹤0.01%
1,925
+1,289
1133
$28K ﹤0.01%
2,000
-1,300
1134
$28K ﹤0.01%
307
1135
$28K ﹤0.01%
+425
1136
$28K ﹤0.01%
1,750
-28
1137
$28K ﹤0.01%
176
-5
1138
$27K ﹤0.01%
5,399
-129
1139
$27K ﹤0.01%
584
+484
1140
$27K ﹤0.01%
410
1141
$27K ﹤0.01%
242
+210
1142
$27K ﹤0.01%
2,327
+1,610
1143
$27K ﹤0.01%
3,310
1144
$27K ﹤0.01%
715
1145
$27K ﹤0.01%
175
+156
1146
$27K ﹤0.01%
2,593
-129
1147
$27K ﹤0.01%
1,892
+1,308
1148
$27K ﹤0.01%
1,939
+1,352
1149
$27K ﹤0.01%
2,136
+1,476
1150
$27K ﹤0.01%
2,025
+1,408
44 45
46
47 48