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
1176
$25K ﹤0.01%
589
-16
1177
$24K ﹤0.01%
142
1178
$24K ﹤0.01%
607
-49
1179
$24K ﹤0.01%
2,725
1180
$24K ﹤0.01%
184
1181
$24K ﹤0.01%
772
1182
$24K ﹤0.01%
1,961
1183
$24K ﹤0.01%
154
1184
$24K ﹤0.01%
1,385
1185
$24K ﹤0.01%
483
1186
$24K ﹤0.01%
1,267
-1,511
1187
$24K ﹤0.01%
854
-1,796
1188
$24K ﹤0.01%
+12
1189
$23K ﹤0.01%
138
1190
$23K ﹤0.01%
254
1191
$23K ﹤0.01%
1,033
1192
$23K ﹤0.01%
189
-156
1193
$23K ﹤0.01%
1,426
1194
$23K ﹤0.01%
289
1195
$23K ﹤0.01%
279
1196
$23K ﹤0.01%
621
-94
1197
$23K ﹤0.01%
+1,238
1198
$23K ﹤0.01%
4,825
1199
$23K ﹤0.01%
234
1200
$23K ﹤0.01%
224
46 47
48
49 50