AUB

Atlantic Union Bankshares Portfolio holdings

AUM $4.38B
1-Year Est. Return 17.79%
This Quarter Est. Return
1 Year Est. Return
+17.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$3.74M
2 +$3.13M
3 +$2.66M
4
V icon
Visa
V
+$1.78M
5
PSX icon
Phillips 66
PSX
+$1.74M

Top Sells

1 +$2.22M
2 +$2.09M
3 +$1.93M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$1.69M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M

Sector Composition

1 Technology 17.92%
2 Financials 12.54%
3 Healthcare 11.23%
4 Consumer Discretionary 7.99%
5 Industrials 6.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$293K 0.02%
+9,899
227
$292K 0.02%
3,219
228
$287K 0.02%
1,034
229
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230
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232
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234
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242
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248
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249
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350
250
$217K 0.02%
3,500