Portfolio (Quarterly)
Guide ↗
UMB Bank, n.a.
· CIK 0000933429| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | BORR DRILLING LTD | — | 1,500 | $6K | — | SOLD |
| 42 | TNET | TRINET GROUP INC | Industrials | 99 | $6K | — | SOLD |
| 43 | IIIV | I3 VERTICALS INC | Technology | 216 | $5K | — | SOLD |
| 44 | VRNS | VARONIS SYS INC | Technology | 162 | $5K | — | SOLD |
| 45 | BDN | BRANDYWINE RLTY TR | Real Estate | 1,738 | $5K | — | SOLD |
| 46 | GDX | VANECK ETF TRUST | — | 50 | $4K | — | SOLD |
| 47 | — | CONFLUENT INC | — | 141 | $4K | — | SOLD |
| 48 | WIX | WIX COM LTD | Technology | 40 | $4K | — | SOLD |
| 49 | MYGN | MYRIAD GENETICS INC | Healthcare | 651 | $4K | — | SOLD |
| 50 | — | ALEXANDER & BALDWIN INC NEW | — | 185 | $4K | — | SOLD |
| 51 | GWRS | GLOBAL WTR RES INC | Utilities | 432 | $4K | — | SOLD |
| 52 | AHRT | ARMADA HOFFLER PPTYS INC | Financial Services | 531 | $4K | — | SOLD |
| 53 | COUR | COURSERA INC | Consumer Defensive | 467 | $3K | — | SOLD |
| 54 | TRP | TC ENERGY CORP | Energy | 62 | $3K | — | SOLD |
| 55 | KRNT | KORNIT DIGITAL LTD | Industrials | 216 | $3K | — | SOLD |
| 56 | LADR | LADDER CAP CORP | Real Estate | 262 | $3K | — | SOLD |
| 57 | OSPN | ONESPAN INC | Technology | 220 | $3K | — | SOLD |
| 58 | PAAA | PGIM ETF TR | — | 55 | $3K | — | SOLD |
| 59 | XRX | XEROX HOLDINGS CORP | Technology | 1,170 | $3K | — | SOLD |
| 60 | MQ | MARQETA INC | Technology | 526 | $2K | — | 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%