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
1701
$4K ﹤0.01%
+262
1702
$4K ﹤0.01%
80
1703
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97
1704
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1705
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1706
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282
1707
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1708
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332
-215
1709
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1710
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100
1711
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19
1712
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470
1713
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1714
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1715
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43
1716
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50
1717
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1718
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1719
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50
1720
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13
1721
$4K ﹤0.01%
1,000
1722
$4K ﹤0.01%
+14
1723
$4K ﹤0.01%
175
1724
$4K ﹤0.01%
207
1725
$4K ﹤0.01%
74