Portfolio (Quarterly)
Guide ↗
UMB Bank, n.a.
· CIK 0000933429| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | — | PIPER SANDLER COMPANIES | — | 90 | $31K | — | SOLD |
| 22 | — | EXACT SCIENCES CORP | — | 262 | $27K | — | SOLD |
| 23 | — | CIVITAS RESOURCES INC | — | 976 | $26K | — | SOLD |
| 24 | — | LIGHT & WONDER INC | — | 220 | $23K | — | SOLD |
| 25 | GIB | CGI INC | Technology | 204 | $19K | — | SOLD |
| 26 | — | GALAXY DIGITAL INC. | — | 800 | $18K | — | SOLD |
| 27 | — | HILLENBRAND INC | — | 505 | $16K | — | SOLD |
| 28 | — | TEGNA INC | — | 817 | $16K | — | SOLD |
| 29 | — | INDIVIOR PLC | — | 417 | $15K | — | SOLD |
| 30 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 170 | $12K | — | SOLD |
| 31 | ROAD | CONSTRUCTION PARTNERS INC | Industrials | 109 | $12K | — | SOLD |
| 32 | — | TREEHOUSE FOODS INC | — | 484 | $11K | — | SOLD |
| 33 | — | DYNAVAX TECHNOLOGIES CORP | — | 677 | $10K | — | SOLD |
| 34 | UYLD | ANGEL OAK FUNDS TRUST | — | 195 | $10K | — | SOLD |
| 35 | — | ELME COMMUNITIES | — | 556 | $10K | — | SOLD |
| 36 | MCHI | ISHARES TR | — | 150 | $9K | — | SOLD |
| 37 | VONG | VANGUARD SCOTTSDALE FDS | — | 70 | $9K | — | SOLD |
| 38 | UTZ | UTZ BRANDS INC | Consumer Defensive | 786 | $8K | — | SOLD |
| 39 | BLMN | BLOOMIN BRANDS INC | Consumer Cyclical | 1,086 | $7K | — | SOLD |
| 40 | — | GUESS INC | — | 366 | $6K | — | SOLD |
Sector Allocation
Financial Services
25.0%
Technology
24.5%
Consumer Cyclical
10.6%
Healthcare
8.3%
Industrials
7.9%
Communication Services
6.7%
Consumer Defensive
6.4%
Energy
4.2%
Utilities
3.0%
Basic Materials
1.9%