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
1976
$0 ﹤0.01%
68
1977
– –
-750
1978
– –
-62
1979
$0 ﹤0.01%
3
+1
1980
– –
-150
1981
– –
-53
1982
– –
-90
1983
– –
-371
1984
$0 ﹤0.01%
11
1985
– –
-79
1986
$0 ﹤0.01%
1
1987
$0 ﹤0.01%
+20
1988
– –
-141
1989
– –
-22
1990
– –
-708
1991
– –
-500
1992
– –
-198
1993
– –
-464
1994
$0 ﹤0.01%
14
-40
1995
– –
-370
1996
– –
-89
1997
$0 ﹤0.01%
5
-5
1998
$0 ﹤0.01%
2
1999
$0 ﹤0.01%
17
-30
2000
– –
-59
78 79
80
81 82