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
1626
$6K ﹤0.01%
38
+20
1627
$6K ﹤0.01%
79
1628
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54
-3
1629
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500
1630
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184
1631
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+219
1632
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136
1633
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+500
1634
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219
1635
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1636
$5K ﹤0.01%
587
1637
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1638
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1639
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500
1640
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19
1641
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100
1642
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1643
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1644
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1645
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100
1646
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1647
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1,000
1648
$5K ﹤0.01%
+39
1649
$5K ﹤0.01%
126
1650
$5K ﹤0.01%
142