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
1526
$9K ﹤0.01%
323
-54
1527
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348
-15
1528
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500
1529
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1530
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1531
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1532
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1,797
1533
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+500
1534
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108
1535
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64
1536
$8K ﹤0.01%
1,019
1537
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97
1539
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105
+29
1540
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126
1541
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547
1542
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370
1543
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94
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1545
$8K ﹤0.01%
1,278
1546
$8K ﹤0.01%
41
1547
$8K ﹤0.01%
172
1548
$8K ﹤0.01%
158
+19
1549
$8K ﹤0.01%
417
-71
1550
$8K ﹤0.01%
310