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
2026
$0 ﹤0.01%
5
-5
2027
$0 ﹤0.01%
6
-7
2028
– –
-8
2029
$0 ﹤0.01%
2
2030
– –
-950
2031
– –
-354
2032
$0 ﹤0.01%
30
2033
– –
-20,342
2034
$0 ﹤0.01%
+2
2035
– –
-200
2036
– –
-500
2037
– –
-200
2038
– –
-209
2039
$0 ﹤0.01%
6
2040
– –
-182
2041
– –
-157
2042
– –
-232
2043
– –
-330
2044
– –
-718
2045
$0 ﹤0.01%
18
2046
– –
-750
2047
– –
-62
2048
– –
-334
2049
– –
-11
2050
$0 ﹤0.01%
4
80 81
82
83 84