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
$1.06B
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$3.69M
3 +$3.27M
4
AUB icon
Atlantic Union Bankshares
AUB
+$2.24M
5
AMZN icon
Amazon
AMZN
+$1.4M

Top Sells

1 +$3.19M
2 +$2.04M
3 +$1.08M
4
DUK icon
Duke Energy
DUK
+$970K
5
ALL icon
Allstate
ALL
+$902K

Sector Composition

1 Technology 16.61%
2 Financials 13.18%
3 Healthcare 11.16%
4 Consumer Discretionary 7.73%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$900K 0.08%
2,413
-80
152
$892K 0.08%
14,396
+482
153
$883K 0.08%
17,064
-500
154
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32,022
155
$867K 0.08%
10,525
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156
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10,310
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3,526
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158
$814K 0.08%
37,797
159
$807K 0.08%
6,337
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160
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6,816
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161
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11,753
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162
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163
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9,331
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164
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641
165
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166
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169
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10,510
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170
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8,772
173
$677K 0.06%
30,625
174
$644K 0.06%
2,426
-19
175
$642K 0.06%
1,783
-25