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
1651
$5K ﹤0.01%
98
1652
$5K ﹤0.01%
337
1653
$5K ﹤0.01%
20
1654
$5K ﹤0.01%
54
1655
$5K ﹤0.01%
38
1656
$5K ﹤0.01%
+100
1657
$5K ﹤0.01%
296
1658
$5K ﹤0.01%
79
-21
1659
$5K ﹤0.01%
70
1660
$5K ﹤0.01%
249
1661
$5K ﹤0.01%
545
1662
$5K ﹤0.01%
311
-67
1663
$5K ﹤0.01%
30
1664
$5K ﹤0.01%
139
1665
$5K ﹤0.01%
+186
1666
$5K ﹤0.01%
53
1667
$5K ﹤0.01%
83
1668
$5K ﹤0.01%
+66
1669
$5K ﹤0.01%
1,280
1670
$5K ﹤0.01%
123
1671
$5K ﹤0.01%
157
1672
$5K ﹤0.01%
+1,555
1673
$5K ﹤0.01%
56
1674
$5K ﹤0.01%
87
1675
$4K ﹤0.01%
378
65 66
67
68 69