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
1251
$20K ﹤0.01%
1,508
+1,053
1252
$20K ﹤0.01%
2,466
+1,698
1253
$20K ﹤0.01%
1,532
+1,068
1254
$20K ﹤0.01%
1,709
+1,181
1255
$20K ﹤0.01%
+574
1256
$20K ﹤0.01%
1,954
+1,354
1257
$19K ﹤0.01%
92
+8
1258
$19K ﹤0.01%
794
1259
$19K ﹤0.01%
1,535
+1,062
1260
$19K ﹤0.01%
1,555
-60
1261
$19K ﹤0.01%
500
1262
$19K ﹤0.01%
138
1263
$19K ﹤0.01%
113
-121
1264
$19K ﹤0.01%
+195
1265
$19K ﹤0.01%
900
1266
$19K ﹤0.01%
4,570
-417
1267
$19K ﹤0.01%
560
1268
$19K ﹤0.01%
55
1269
$19K ﹤0.01%
200
1270
$19K ﹤0.01%
551
-787
1271
$19K ﹤0.01%
507
-91
1272
$19K ﹤0.01%
222
1273
$19K ﹤0.01%
1,994
1274
$19K ﹤0.01%
951
1275
$18K ﹤0.01%
122
49 50
51
52 53