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
1851
$2K ﹤0.01%
11
-3
1852
$2K ﹤0.01%
7
1853
$2K ﹤0.01%
100
1854
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52
1855
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23
-120
1856
$2K ﹤0.01%
285
-147
1857
$2K ﹤0.01%
44
1858
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97
1859
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36
1860
$2K ﹤0.01%
12
1861
$2K ﹤0.01%
19
1862
$2K ﹤0.01%
179
-9,855
1863
$2K ﹤0.01%
345
+195
1864
$2K ﹤0.01%
71
1865
$2K ﹤0.01%
112
1866
$2K ﹤0.01%
89
1867
$2K ﹤0.01%
400
1868
$2K ﹤0.01%
75
1869
$1K ﹤0.01%
79
1870
$1K ﹤0.01%
14
-9
1871
$1K ﹤0.01%
127
1872
$1K ﹤0.01%
9
-14
1873
$1K ﹤0.01%
25
1874
$1K ﹤0.01%
60
1875
$1K ﹤0.01%
17
73 74
75
76 77