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
1326
$16K ﹤0.01%
168
-94
1327
$16K ﹤0.01%
541
1328
$15K ﹤0.01%
+196
1329
$15K ﹤0.01%
596
1330
$15K ﹤0.01%
400
1331
$15K ﹤0.01%
74
1332
$15K ﹤0.01%
47
1333
$15K ﹤0.01%
1,000
1334
$15K ﹤0.01%
318
1335
$15K ﹤0.01%
224
-41
1336
$15K ﹤0.01%
198
-205
1337
$15K ﹤0.01%
876
1338
$15K ﹤0.01%
171
-12
1339
$15K ﹤0.01%
404
1340
$15K ﹤0.01%
+145
1341
$15K ﹤0.01%
906
1342
$15K ﹤0.01%
382
1343
$15K ﹤0.01%
427
1344
$15K ﹤0.01%
190
+9
1345
$15K ﹤0.01%
135
1346
$15K ﹤0.01%
184
+151
1347
$15K ﹤0.01%
106
+35
1348
$15K ﹤0.01%
1,000
1349
$15K ﹤0.01%
707
-244
1350
$15K ﹤0.01%
66
52 53
54
55 56