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
201
$8K ﹤0.01%
+194
202
$8K ﹤0.01%
+136
203
$8K ﹤0.01%
+96
204
$8K ﹤0.01%
+220
205
$8K ﹤0.01%
+300
206
$8K ﹤0.01%
+194
207
$8K ﹤0.01%
+138
208
$8K ﹤0.01%
+128
209
$8K ﹤0.01%
+200
210
$8K ﹤0.01%
+291
211
$8K ﹤0.01%
+36
212
$7K ﹤0.01%
+195
213
$7K ﹤0.01%
+80
214
$7K ﹤0.01%
+170
215
$7K ﹤0.01%
+95
216
$7K ﹤0.01%
+181
217
$7K ﹤0.01%
+238
218
$7K ﹤0.01%
+1,000
219
$7K ﹤0.01%
+96
220
$7K ﹤0.01%
+66
221
$6K ﹤0.01%
+282
222
$6K ﹤0.01%
+100
223
$6K ﹤0.01%
+141
224
$6K ﹤0.01%
+2,682
225
$5K ﹤0.01%
+105
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