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
1676
$4K ﹤0.01%
60
1677
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200
1678
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109
1679
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362
+43
1680
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70
1681
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1682
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100
1683
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228
1684
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300
1685
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100
1686
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122
-1,019
1687
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96
1689
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100
1690
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89
1691
$4K ﹤0.01%
56
1692
$4K ﹤0.01%
96
1693
$4K ﹤0.01%
1,831
1694
$4K ﹤0.01%
38
1695
$4K ﹤0.01%
472
+422
1696
$4K ﹤0.01%
1,000
1697
$4K ﹤0.01%
220
1698
$4K ﹤0.01%
49
-12
1699
$4K ﹤0.01%
52
-29
1700
$4K ﹤0.01%
77
66 67
68
69 70