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
1926
$1K ﹤0.01%
17
1927
$1K ﹤0.01%
1,000
1928
$1K ﹤0.01%
26
1929
$1K ﹤0.01%
33
-49
1930
$1K ﹤0.01%
30
1931
$1K ﹤0.01%
38
-15
1932
$1K ﹤0.01%
5
1933
$1K ﹤0.01%
11
1934
$1K ﹤0.01%
+85
1935
$1K ﹤0.01%
26
1936
$1K ﹤0.01%
100
1937
$1K ﹤0.01%
12
-12
1938
$1K ﹤0.01%
36
-22
1939
$1K ﹤0.01%
32
1940
$1K ﹤0.01%
500
1941
$1K ﹤0.01%
28
-16
1942
$1K ﹤0.01%
109
1943
$1K ﹤0.01%
700
1944
$1K ﹤0.01%
9
-15
1945
$1K ﹤0.01%
43
-400
1946
$1K ﹤0.01%
23
-23
1947
$1K ﹤0.01%
+34
1948
$1K ﹤0.01%
141
1949
$1K ﹤0.01%
118
1950
$1K ﹤0.01%
5
76 77
78
79 80