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
101
$16.6M 0.22%
165,520
-294
102
$16.4M 0.22%
338,883
+17
103
$16.4M 0.22%
366,745
+5,590
104
$16.4M 0.22%
46,064
-6,180
105
$16.2M 0.21%
584,925
+23,893
106
$15.9M 0.21%
135,262
-135,736
107
$15.8M 0.21%
95,375
+1,487
108
$15.5M 0.21%
649,590
+63,193
109
$15.1M 0.2%
62,302
+2,310
110
$14.8M 0.2%
179,689
+54,669
111
$14.8M 0.2%
150,500
-1,754
112
$14.7M 0.19%
61,627
-13,231
113
$14.5M 0.19%
155,453
-4,835
114
$14.2M 0.19%
81,020
+2,004
115
$13.9M 0.18%
280,839
-2,867
116
$13.8M 0.18%
139,616
-2,419
117
$13.8M 0.18%
163,217
+7,475
118
$13.8M 0.18%
273,538
-59,904
119
$13.6M 0.18%
145,158
-2,959
120
$13.4M 0.18%
70,986
+57,590
121
$13.3M 0.18%
23,837
+1,419
122
$13.3M 0.18%
27,096
+21,423
123
$13.2M 0.17%
115,387
-73
124
$13M 0.17%
104,050
+294
125
$12.7M 0.17%
228,583
+54
3 4
5
6 7