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
1626
$6K ﹤0.01%
+500
1627
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219
1628
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1629
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1630
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105
-31
1631
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1632
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600
1633
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1634
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1635
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1636
$5K ﹤0.01%
500
1637
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1638
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587
1639
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1640
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72
1641
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1642
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1643
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1644
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1645
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1646
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100
1647
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1648
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1,000
1649
$5K ﹤0.01%
+39
1650
$5K ﹤0.01%
126