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
1201
$22K ﹤0.01%
447
1202
$22K ﹤0.01%
1,016
1203
$22K ﹤0.01%
143
1204
$22K ﹤0.01%
867
1205
$22K ﹤0.01%
102
1206
$22K ﹤0.01%
520
-84
1207
$22K ﹤0.01%
94
+2
1208
$22K ﹤0.01%
+208
1209
$22K ﹤0.01%
218
+99
1210
$22K ﹤0.01%
91
-69
1211
$22K ﹤0.01%
4,019
-240
1212
$22K ﹤0.01%
269
1213
$22K ﹤0.01%
752
-16
1214
$22K ﹤0.01%
168
1215
$22K ﹤0.01%
1,500
1216
$22K ﹤0.01%
1,948
+1,613
1217
$22K ﹤0.01%
+617
1218
$22K ﹤0.01%
243
+132
1219
$22K ﹤0.01%
153
1220
$21K ﹤0.01%
252
+170
1221
$21K ﹤0.01%
571
-1
1222
$21K ﹤0.01%
1,231
1223
$21K ﹤0.01%
296
-8
1224
$21K ﹤0.01%
104
1225
$21K ﹤0.01%
218
47 48
49
50 51