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
1401
$13K ﹤0.01%
91
-228
1402
$13K ﹤0.01%
3
1403
$13K ﹤0.01%
174
1404
$13K ﹤0.01%
216
1405
$13K ﹤0.01%
1,170
-1,750
1406
$13K ﹤0.01%
702
1407
$13K ﹤0.01%
+595
1408
$13K ﹤0.01%
192
-48
1409
$13K ﹤0.01%
84
1410
$13K ﹤0.01%
266
-202
1411
$13K ﹤0.01%
221
1412
$13K ﹤0.01%
57
-530
1413
$13K ﹤0.01%
48
1414
$13K ﹤0.01%
1,026
+712
1415
$13K ﹤0.01%
1,081
+748
1416
$13K ﹤0.01%
72
1417
$13K ﹤0.01%
222
1418
$13K ﹤0.01%
+132
1419
$12K ﹤0.01%
969
-77
1420
$12K ﹤0.01%
137
1421
$12K ﹤0.01%
100
1422
$12K ﹤0.01%
812
-44
1423
$12K ﹤0.01%
372
-81
1424
$12K ﹤0.01%
400
1425
$12K ﹤0.01%
+707
55 56
57
58 59