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
1951
$1K ﹤0.01%
+63
1952
$1K ﹤0.01%
132
+43
1953
$1K ﹤0.01%
70
1954
$1K ﹤0.01%
22
-62
1955
$1K ﹤0.01%
24
1956
– –
-400
1957
– –
-1,109
1958
$0 ﹤0.01%
2
1959
$0 ﹤0.01%
+8
1960
$0 ﹤0.01%
5
1961
– –
-141
1962
– –
-27
1963
$0 ﹤0.01%
25
1964
$0 ﹤0.01%
3
1965
– –
-28
1966
– –
-10
1967
– –
-274
1968
– –
-571
1969
– –
-45,182
1970
– –
-12,623
1971
– –
-45
1972
$0 ﹤0.01%
88
1973
– –
-1,200
1974
$0 ﹤0.01%
10
1975
$0 ﹤0.01%
2
77 78
79
80 81