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%
100
1827
$2K ﹤0.01%
24
+13
1828
$2K ﹤0.01%
4,267
1829
$2K ﹤0.01%
119
1830
$2K ﹤0.01%
19
-16
1831
$2K ﹤0.01%
74
1832
$2K ﹤0.01%
51
1833
$2K ﹤0.01%
6
1834
$2K ﹤0.01%
40
1835
$2K ﹤0.01%
+100
1836
$2K ﹤0.01%
105
1837
$2K ﹤0.01%
27
1838
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28
1839
$2K ﹤0.01%
376
-70
1840
$2K ﹤0.01%
+41
1841
$2K ﹤0.01%
142
1842
$2K ﹤0.01%
32
1843
$2K ﹤0.01%
34
1844
$2K ﹤0.01%
189
1845
$2K ﹤0.01%
+74
1846
$2K ﹤0.01%
630
+578
1847
$2K ﹤0.01%
199
1848
$2K ﹤0.01%
65
-54
1849
$2K ﹤0.01%
13
1850
$2K ﹤0.01%
18
72 73
74
75 76