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
1826
$2K ﹤0.01%
19
-16
1827
$2K ﹤0.01%
74
1828
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51
1829
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6
1830
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40
1831
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+100
1832
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105
1833
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27
1834
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28
1835
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376
-70
1836
$2K ﹤0.01%
+41
1837
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142
1838
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32
1839
$2K ﹤0.01%
34
1840
$2K ﹤0.01%
189
1841
$2K ﹤0.01%
+74
1842
$2K ﹤0.01%
630
+578
1843
$2K ﹤0.01%
199
1844
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65
-54
1845
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13
1846
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18
1847
$2K ﹤0.01%
62
-973
1848
$2K ﹤0.01%
152
+137
1849
$2K ﹤0.01%
123
1850
$2K ﹤0.01%
63
-36
72 73
74
75 76