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
1501
$9K ﹤0.01%
+150
1502
$9K ﹤0.01%
127
1503
$9K ﹤0.01%
99
1504
$9K ﹤0.01%
187
1505
$9K ﹤0.01%
223
1506
$9K ﹤0.01%
39
1507
$9K ﹤0.01%
348
-15
1508
$9K ﹤0.01%
425
+8
1509
$9K ﹤0.01%
649
1510
$9K ﹤0.01%
625
1511
$9K ﹤0.01%
129
1512
$9K ﹤0.01%
42
1513
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1,000
1514
$9K ﹤0.01%
219
1515
$9K ﹤0.01%
115
1516
$9K ﹤0.01%
400
1517
$9K ﹤0.01%
61
1518
$9K ﹤0.01%
+121
1519
$9K ﹤0.01%
286
-39
1520
$9K ﹤0.01%
166
+98
1521
$9K ﹤0.01%
+76
1522
$9K ﹤0.01%
214
1523
$9K ﹤0.01%
1,093
+789
1524
$9K ﹤0.01%
500
1525
$9K ﹤0.01%
337