AUB

Atlantic Union Bankshares Portfolio holdings

AUM $5.31B
1-Year Est. Return 17.72%
This Quarter Est. Return
1 Year Est. Return
+17.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$8.59M
2
+$7.75M
3
+$5.37M
4
JNJ icon
Johnson & Johnson
JNJ
+$5.03M
5
T icon
AT&T
T
+$4.92M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 13.33%
2 Consumer Staples 12%
3 Healthcare 11.76%
4 Technology 9.45%
5 Financials 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
+72
227
$5K ﹤0.01%
+480
228
$5K ﹤0.01%
+100
229
$5K ﹤0.01%
+295
230
$4K ﹤0.01%
+14
231
$4K ﹤0.01%
+500
232
$4K ﹤0.01%
+217
233
$3K ﹤0.01%
+33
234
$3K ﹤0.01%
+100
235
$3K ﹤0.01%
+50
236
$3K ﹤0.01%
+2,000
237
$2K ﹤0.01%
+93
238
$2K ﹤0.01%
+200
239
$1K ﹤0.01%
+16
240
$1K ﹤0.01%
+112
241
$1K ﹤0.01%
+32
242
$1K ﹤0.01%
+100
243
$1K ﹤0.01%
+200
244
$1K ﹤0.01%
+100
245
$1K ﹤0.01%
+166
246
$0 ﹤0.01%
+10
247
$0 ﹤0.01%
+7
248
$0 ﹤0.01%
+13
249
$0 ﹤0.01%
+4
250
$0 ﹤0.01%
+4
7 8 9
10
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