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
$6.8B
AUM Growth
+$378M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,208
New
Increased
Reduced
Closed

Top Buys

1 +$10.3M
2 +$9.5M
3 +$9.21M
4
EQT icon
EQT Corp
EQT
+$6.88M
5
CSGP icon
CoStar Group
CSGP
+$6.47M

Top Sells

1 +$21.9M
2 +$15.5M
3 +$13.2M
4
LPLA icon
LPL Financial
LPLA
+$12.5M
5
ACN icon
Accenture
ACN
+$8.88M

Sector Composition

1 Financials 20.67%
2 Technology 19.96%
3 Consumer Discretionary 7.57%
4 Communication Services 6.24%
5 Healthcare 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ECG
1451
Everus Construction Group
ECG
$4.68B
$19.7K ﹤0.01%
230
+34
VTS icon
1452
Vitesse Energy
VTS
$833M
$19.7K ﹤0.01%
849
GRAB icon
1453
Grab
GRAB
$21.2B
$19.7K ﹤0.01%
3,268
-271
ENVA icon
1454
Enova International
ENVA
$3.36B
$19.6K ﹤0.01%
170
+59
OSIS icon
1455
OSI Systems
OSIS
$4.52B
$19.4K ﹤0.01%
78
+11
ERIE icon
1456
Erie Indemnity
ERIE
$15.5B
$19.4K ﹤0.01%
61
-12
COHU icon
1457
Cohu
COHU
$1.17B
$19.4K ﹤0.01%
953
+160
IX icon
1458
ORIX
IX
$30.9B
$19.3K ﹤0.01%
740
CTS icon
1459
CTS Corp
CTS
$1.29B
$19K ﹤0.01%
476
+50
TKO icon
1460
TKO Group
TKO
$16B
$19K ﹤0.01%
94
+33
KALU icon
1461
Kaiser Aluminum
KALU
$1.7B
$18.9K ﹤0.01%
245
+15
KRYS icon
1462
Krystal Biotech
KRYS
$6.79B
$18.9K ﹤0.01%
107
+64
AAP icon
1463
Advance Auto Parts
AAP
$3.15B
$18.8K ﹤0.01%
306
+42
EEFT icon
1464
Euronet Worldwide
EEFT
$3.14B
$18.7K ﹤0.01%
213
-445
TOST icon
1465
Toast
TOST
$21B
$18.7K ﹤0.01%
512
+478
PECO icon
1466
Phillips Edison & Co
PECO
$4.39B
$18.7K ﹤0.01%
544
+1
FTDR icon
1467
Frontdoor
FTDR
$3.83B
$18.6K ﹤0.01%
277
+59
BGC icon
1468
BGC Group
BGC
$4.12B
$18.6K ﹤0.01%
1,966
+312
GNW icon
1469
Genworth Financial
GNW
$3.46B
$18.6K ﹤0.01%
2,088
+288
URBN icon
1470
Urban Outfitters
URBN
$6.79B
$18.6K ﹤0.01%
260
+40
SFBS icon
1471
ServisFirst Bancshares
SFBS
$3.95B
$18.5K ﹤0.01%
230
+28
MGNI icon
1472
Magnite
MGNI
$2.1B
$18.4K ﹤0.01%
845
-71
CATY icon
1473
Cathay General Bancorp
CATY
$3.39B
$18.4K ﹤0.01%
383
+47
RUN icon
1474
Sunrun
RUN
$4.08B
$18.4K ﹤0.01%
1,063
+216
CLSK icon
1475
CleanSpark
CLSK
$3.5B
$18.3K ﹤0.01%
1,265
+183