UB

UMB Bank Portfolio holdings

AUM $7.52B
1-Year Est. Return 20.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.27%
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 +$28.2M
2 +$19.5M
3 +$15M
4
TFC icon
Truist Financial
TFC
+$13.6M
5
MRVL icon
Marvell Technology
MRVL
+$12.1M

Top Sells

1 +$34.9M
2 +$15.2M
3 +$14.6M
4
UMBF icon
UMB Financial
UMBF
+$13.9M
5
NKE icon
Nike
NKE
+$12.3M

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
1551
$8K ﹤0.01%
735
+422
1552
$8K ﹤0.01%
100
1553
$8K ﹤0.01%
699
1554
$8K ﹤0.01%
566
1555
$8K ﹤0.01%
66
1556
$8K ﹤0.01%
205
1557
$8K ﹤0.01%
1,351
1558
$7K ﹤0.01%
28
1559
$7K ﹤0.01%
95
1560
$7K ﹤0.01%
302
1561
$7K ﹤0.01%
553
+384
1562
$7K ﹤0.01%
92
1563
$7K ﹤0.01%
751
+99
1564
$7K ﹤0.01%
49
+19
1565
$7K ﹤0.01%
169
1566
$7K ﹤0.01%
150
1567
$7K ﹤0.01%
323
1568
$7K ﹤0.01%
626
+434
1569
$7K ﹤0.01%
664
+464
1570
$7K ﹤0.01%
109
1571
$7K ﹤0.01%
255
1572
$7K ﹤0.01%
521
+359
1573
$7K ﹤0.01%
108
1574
$7K ﹤0.01%
500
1575
$7K ﹤0.01%
+84