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
1301
$17K ﹤0.01%
6,709
-1,062
1302
$17K ﹤0.01%
1,520
1303
$17K ﹤0.01%
443
1304
$17K ﹤0.01%
1,680
1305
$17K ﹤0.01%
634
1306
$17K ﹤0.01%
320
-28
1307
$17K ﹤0.01%
332
-119
1308
$17K ﹤0.01%
+290
1309
$17K ﹤0.01%
1,630
1310
$17K ﹤0.01%
+738
1311
$16K ﹤0.01%
324
1312
$16K ﹤0.01%
+320
1313
$16K ﹤0.01%
424
1314
$16K ﹤0.01%
753
+384
1315
$16K ﹤0.01%
406
1316
$16K ﹤0.01%
+246
1317
$16K ﹤0.01%
289
-63
1318
$16K ﹤0.01%
210
1319
$16K ﹤0.01%
264
1320
$16K ﹤0.01%
+300
1321
$16K ﹤0.01%
1,000
1322
$16K ﹤0.01%
103
1323
$16K ﹤0.01%
231
1324
$16K ﹤0.01%
199
-17
1325
$16K ﹤0.01%
275
51 52
53
54 55