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
1876
$1K ﹤0.01%
172
+3
1877
$1K ﹤0.01%
19
1878
$1K ﹤0.01%
6
1879
$1K ﹤0.01%
32
1880
$1K ﹤0.01%
23
-4
1881
$1K ﹤0.01%
39
1882
$1K ﹤0.01%
129
1883
$1K ﹤0.01%
55
-23
1884
$1K ﹤0.01%
30
1885
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42
1886
$1K ﹤0.01%
41
1887
$1K ﹤0.01%
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1888
$1K ﹤0.01%
5
-11
1889
$1K ﹤0.01%
49
1890
$1K ﹤0.01%
40
1891
$1K ﹤0.01%
6
1892
$1K ﹤0.01%
288
1893
$1K ﹤0.01%
27
1894
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23
1895
$1K ﹤0.01%
35
1896
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38
1897
$1K ﹤0.01%
100
1898
$1K ﹤0.01%
54
1899
$1K ﹤0.01%
5
1900
$1K ﹤0.01%
115
-80
74 75
76
77 78