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
1351
$15K ﹤0.01%
73
-8
1352
$15K ﹤0.01%
568
+474
1353
$15K ﹤0.01%
171
1354
$15K ﹤0.01%
498
1355
$15K ﹤0.01%
233
1356
$15K ﹤0.01%
795
1357
$15K ﹤0.01%
3,978
1358
$15K ﹤0.01%
100
1359
$14K ﹤0.01%
248
-54
1360
$14K ﹤0.01%
283
1361
$14K ﹤0.01%
140
1362
$14K ﹤0.01%
+444
1363
$14K ﹤0.01%
+236
1364
$14K ﹤0.01%
+654
1365
$14K ﹤0.01%
886
1366
$14K ﹤0.01%
232
1367
$14K ﹤0.01%
89
1368
$14K ﹤0.01%
147
1369
$14K ﹤0.01%
29
1370
$14K ﹤0.01%
1,340
+900
1371
$14K ﹤0.01%
193
-18
1372
$14K ﹤0.01%
31
1373
$14K ﹤0.01%
1,077
+746
1374
$14K ﹤0.01%
144
1375
$14K ﹤0.01%
1,074
+742
53 54
55
56 57