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
1451
$11K ﹤0.01%
+1,000
1452
$11K ﹤0.01%
480
1453
$11K ﹤0.01%
207
+33
1454
$11K ﹤0.01%
140
1455
$11K ﹤0.01%
200
1456
$11K ﹤0.01%
300
1457
$11K ﹤0.01%
642
-761
1458
$11K ﹤0.01%
100
1459
$11K ﹤0.01%
+600
1460
$11K ﹤0.01%
72
-38
1461
$11K ﹤0.01%
+176
1462
$11K ﹤0.01%
998
1463
$11K ﹤0.01%
316
1464
$11K ﹤0.01%
758
1465
$11K ﹤0.01%
546
1466
$11K ﹤0.01%
401
1467
$10K ﹤0.01%
733
1468
$10K ﹤0.01%
193
1469
$10K ﹤0.01%
103
-4
1470
$10K ﹤0.01%
151
-28
1471
$10K ﹤0.01%
666
1472
$10K ﹤0.01%
138
1473
$10K ﹤0.01%
194
1474
$10K ﹤0.01%
+3,324
1475
$10K ﹤0.01%
287
57 58
59
60 61