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
$934M
AUM Growth
+$63.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Sells

1 +$3.76M
2 +$2.55M
3 +$2.32M
4
D icon
Dominion Energy
D
+$1.84M
5
MDT icon
Medtronic
MDT
+$1.83M

Sector Composition

1 Technology 14.94%
2 Financials 13.92%
3 Healthcare 11.39%
4 Consumer Discretionary 6.71%
5 Consumer Staples 6.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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2,662
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10,095
-2,786