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
176
$7.49M 0.1%
55,690
-87,598
177
$7.49M 0.1%
72,429
+5,626
178
$7.04M 0.09%
82,954
-1,721
179
$7.04M 0.09%
77,359
-58,356
180
$6.73M 0.09%
38,551
-150
181
$6.53M 0.09%
51,826
+1,475
182
$6.51M 0.09%
43,477
-2,668
183
$6.46M 0.09%
58,199
-100,499
184
$6.45M 0.09%
30,809
-1,736
185
$6.31M 0.08%
83,251
-634
186
$6.2M 0.08%
35,134
-1,651
187
$6.18M 0.08%
56,525
+55,384
188
$6.07M 0.08%
118,598
+2,900
189
$6.07M 0.08%
13,312
-14,173
190
$5.82M 0.08%
106,139
-27,979
191
$5.8M 0.08%
45,913
-393
192
$5.78M 0.08%
94,664
+569
193
$5.73M 0.08%
24,747
-672
194
$5.64M 0.07%
108,041
-3,098
195
$5.61M 0.07%
184,680
-234,874
196
$5.48M 0.07%
127,273
197
$5.46M 0.07%
33,650
-445
198
$5.43M 0.07%
19,056
-90
199
$5.4M 0.07%
144,070
-78,800
200
$5.39M 0.07%
211,409
6 7
8
9 10