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
151
$9.98M 0.13%
94,831
+3,566
152
$9.92M 0.13%
586,605
+552,088
153
$9.88M 0.13%
127,323
-9,878
154
$9.74M 0.13%
279,965
-209
155
$9.37M 0.12%
83,182
-15
156
$9.36M 0.12%
75,208
-1,129
157
$9.36M 0.12%
61,236
+3,258
158
$9.29M 0.12%
41,767
-21,722
159
$9.16M 0.12%
47,847
-3,015
160
$8.91M 0.12%
35,704
+18,671
161
$8.82M 0.12%
140,435
+165
162
$8.8M 0.12%
30,597
-1,296
163
$8.52M 0.11%
118,124
+3,514
164
$8.47M 0.11%
106,475
+3,439
165
$8.34M 0.11%
114,976
-3,021
166
$8.04M 0.11%
425,321
+7,588
167
$7.87M 0.1%
134,583
+105,519
168
$7.63M 0.1%
31,642
+1,467
169
$7.61M 0.1%
162,631
-1,446
170
$7.59M 0.1%
31,929
-553
171
$7.59M 0.1%
17,195
+4,063
172
$7.56M 0.1%
112,746
-22,814
173
$7.55M 0.1%
109,615
-22,965
174
$7.54M 0.1%
37,384
+37,364
175
$7.49M 0.1%
73,189
-141
5 6
7
8 9