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
1151
$27K ﹤0.01%
1,999
-14,458
1152
$27K ﹤0.01%
2,046
-14,905
1153
$27K ﹤0.01%
+281
1154
$27K ﹤0.01%
883
1155
$27K ﹤0.01%
+683
1156
$27K ﹤0.01%
2,223
+1,532
1157
$27K ﹤0.01%
346
-20
1158
$27K ﹤0.01%
177
1159
$27K ﹤0.01%
782
-349
1160
$26K ﹤0.01%
579
1161
$26K ﹤0.01%
307
1162
$26K ﹤0.01%
159
1163
$26K ﹤0.01%
582
1164
$26K ﹤0.01%
1,845
-1,884
1165
$26K ﹤0.01%
+344
1166
$26K ﹤0.01%
98
1167
$26K ﹤0.01%
1,000
1168
$26K ﹤0.01%
311
1169
$26K ﹤0.01%
1,000
1170
$26K ﹤0.01%
1,022
1171
$25K ﹤0.01%
948
-166
1172
$25K ﹤0.01%
302
-367
1173
$25K ﹤0.01%
146
1174
$25K ﹤0.01%
+400
1175
$25K ﹤0.01%
154
45 46
47
48 49