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
1901
$1K ﹤0.01%
+35
1902
$1K ﹤0.01%
71
1903
$1K ﹤0.01%
64
1904
$1K ﹤0.01%
8
-16
1905
$1K ﹤0.01%
+53
1906
$1K ﹤0.01%
7
1907
$1K ﹤0.01%
51
1908
$1K ﹤0.01%
17
1909
$1K ﹤0.01%
10
-12
1910
$1K ﹤0.01%
+26
1911
$1K ﹤0.01%
27
-32
1912
$1K ﹤0.01%
19
-37
1913
$1K ﹤0.01%
41
1914
$1K ﹤0.01%
20
-10
1915
$1K ﹤0.01%
12
1916
$1K ﹤0.01%
55
1917
$1K ﹤0.01%
+81
1918
$1K ﹤0.01%
34
-202
1919
$1K ﹤0.01%
13
-12
1920
$1K ﹤0.01%
200
1921
$1K ﹤0.01%
26
1922
$1K ﹤0.01%
9
-21
1923
$1K ﹤0.01%
51
1924
$1K ﹤0.01%
8
-13
1925
$1K ﹤0.01%
23
75 76
77
78 79