UBV

United Bank (Virginia) Portfolio holdings

AUM $839M
1-Year Est. Return 12.62%
This Quarter Est. Return
1 Year Est. Return
+12.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$747M
AUM Growth
+$3.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$9.65M
3
+$9.59M
4
GD icon
General Dynamics
GD
+$9.24M
5
BLK icon
Blackrock
BLK
+$8.54M

Top Sells

1
+$14.5M
2
+$13.9M
3
+$12.9M
4
PACB icon
Pacific Biosciences
PACB
+$1.17M
5
WFG icon
West Fraser Timber
WFG
+$615K

Sector Composition

1 Industrials 19.85%
2 Technology 17.5%
3 Financials 11.1%
4 Healthcare 9.61%
5 Consumer Staples 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.65M 1.29%
+244,367
27
$9.24M 1.24%
+47,111
28
$9.2M 1.23%
111,357
29
$8.54M 1.14%
+10,189
30
$7.24M 0.97%
32,615
+10,225
31
$5.76M 0.77%
17,229
32
$5.03M 0.67%
22,967
33
$4.3M 0.58%
73,170
-230
34
$4M 0.54%
13,799
-1,112
35
$3.75M 0.5%
8,730
-14
36
$3.7M 0.5%
10,541
37
$3.61M 0.48%
177,155
+548
38
$3.55M 0.48%
23,855
39
$3.39M 0.45%
25,012
-1,652
40
$3.35M 0.45%
77,784
-3,747
41
$3.29M 0.44%
62,728
-42
42
$3.12M 0.42%
57,681
-429
43
$2.73M 0.37%
46,617
44
$2.7M 0.36%
16,420
+280
45
$2.51M 0.34%
47,740
-3,705
46
$2.23M 0.3%
16,700
-20
47
$2.12M 0.28%
12,507
-128
48
$2.09M 0.28%
25,737
49
$2.04M 0.27%
18,880
+175
50
$2.03M 0.27%
22,747
1
2
3 4 5