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
1801
$2K ﹤0.01%
+38
1802
$2K ﹤0.01%
1,006
1803
$2K ﹤0.01%
+48
1804
$2K ﹤0.01%
11
1805
$2K ﹤0.01%
46
1806
$2K ﹤0.01%
16
1807
$2K ﹤0.01%
54
-207
1808
$2K ﹤0.01%
60
1809
$2K ﹤0.01%
17
1810
$2K ﹤0.01%
36
1811
$2K ﹤0.01%
542
1812
$2K ﹤0.01%
18
1813
$2K ﹤0.01%
152
1814
$2K ﹤0.01%
19
1815
$2K ﹤0.01%
+433
1816
$2K ﹤0.01%
164
1817
$2K ﹤0.01%
+27
1818
$2K ﹤0.01%
73
-701
1819
$2K ﹤0.01%
+346
1820
$2K ﹤0.01%
+435
1821
$2K ﹤0.01%
34
-1
1822
$2K ﹤0.01%
100
1823
$2K ﹤0.01%
24
+13
1824
$2K ﹤0.01%
4,267
1825
$2K ﹤0.01%
119
71 72
73
74 75