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
1726
$3K ﹤0.01%
41
1727
$3K ﹤0.01%
25
1728
$3K ﹤0.01%
100
1729
$3K ﹤0.01%
17
1730
$3K ﹤0.01%
171
1731
$3K ﹤0.01%
419
-194
1732
$3K ﹤0.01%
653
1733
$3K ﹤0.01%
52
1734
$3K ﹤0.01%
61
1735
$3K ﹤0.01%
72
1736
$3K ﹤0.01%
75
+7
1737
$3K ﹤0.01%
28
1738
$3K ﹤0.01%
130
1739
$3K ﹤0.01%
37
1740
$3K ﹤0.01%
64
1741
$3K ﹤0.01%
550
1742
$3K ﹤0.01%
+4
1743
$3K ﹤0.01%
+215
1744
$3K ﹤0.01%
23
1745
$3K ﹤0.01%
43
1746
$3K ﹤0.01%
+156
1747
$3K ﹤0.01%
231
-62
1748
$3K ﹤0.01%
69
1749
$3K ﹤0.01%
14
1750
$3K ﹤0.01%
14
68 69
70
71 72