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
$73.1M
AUM Growth
+$4.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$3.25M
2 +$2.34M
3 +$2.26M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$1.43M
5
AMGN icon
Amgen
AMGN
+$845K

Top Sells

1 +$924K
2 +$637K
3 +$576K
4
AAPL icon
Apple
AAPL
+$451K
5
MO icon
Altria Group
MO
+$393K

Sector Composition

1 Technology 18.82%
2 Healthcare 16.44%
3 Consumer Staples 7.23%
4 Energy 6.21%
5 Consumer Discretionary 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-2,472