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
$215M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1 +$1.31M
2 +$1.24M
3 +$591K
4
RTX icon
RTX Corp
RTX
+$556K
5
TRV icon
Travelers Companies
TRV
+$545K

Top Sells

1 +$2.63M
2 +$232K
3 +$222K
4
NUE icon
Nucor
NUE
+$210K
5
CAT icon
Caterpillar
CAT
+$200K

Sector Composition

1 Healthcare 13.62%
2 Industrials 13.28%
3 Technology 10.56%
4 Consumer Staples 10.52%
5 Financials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,543
127
-4,770