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
1476
$10K ﹤0.01%
45
1477
$10K ﹤0.01%
427
1478
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234
1479
$10K ﹤0.01%
1,097
1480
$10K ﹤0.01%
51
1481
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134
-7
1482
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138
-28
1483
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243
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190
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1485
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207
1486
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+84
1487
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40
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69
1489
$10K ﹤0.01%
1,000
1490
$10K ﹤0.01%
+219
1491
$10K ﹤0.01%
+1,462
1492
$9K ﹤0.01%
471
1493
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216
1494
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494
1495
$9K ﹤0.01%
200
1496
$9K ﹤0.01%
+231
1497
$9K ﹤0.01%
1,010
1498
$9K ﹤0.01%
676
+10
1499
$9K ﹤0.01%
467
1500
$9K ﹤0.01%
274
58 59
60
61 62