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
1276
$18K ﹤0.01%
61
+1
1277
$18K ﹤0.01%
750
1278
$18K ﹤0.01%
208
1279
$18K ﹤0.01%
445
-21
1280
$18K ﹤0.01%
+800
1281
$18K ﹤0.01%
263
1282
$18K ﹤0.01%
823
1283
$18K ﹤0.01%
502
-1,611
1284
$18K ﹤0.01%
454
+11
1285
$18K ﹤0.01%
105
1286
$18K ﹤0.01%
50
-20
1287
$18K ﹤0.01%
305
-11
1288
$18K ﹤0.01%
300
1289
$18K ﹤0.01%
1,980
1290
$18K ﹤0.01%
650
-171
1291
$17K ﹤0.01%
388
1292
$17K ﹤0.01%
1,100
1293
$17K ﹤0.01%
1,200
1294
$17K ﹤0.01%
193
1295
$17K ﹤0.01%
800
1296
$17K ﹤0.01%
+400
1297
$17K ﹤0.01%
1,856
-64
1298
$17K ﹤0.01%
+765
1299
$17K ﹤0.01%
867
-3,477
1300
$17K ﹤0.01%
87
50 51
52
53 54