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
$728M
AUM Growth
+$59.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$9.73M
3
+$1.03M
4
MRK icon
Merck
MRK
+$988K
5
CLX icon
Clorox
CLX
+$877K

Top Sells

1
+$18.5M
2
+$7.01M
3
+$6.48M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.6M
5
CONE
CyrusOne Inc Common Stock
CONE
+$1.42M

Sector Composition

1 Industrials 18.22%
2 Technology 15.61%
3 Healthcare 10.81%
4 Financials 10.41%
5 Consumer Staples 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.28%
38,254
+2,094
52
$2.06M 0.28%
23,190
53
$2.05M 0.28%
27,695
-440
54
$2.02M 0.28%
8,700
-52
55
$1.98M 0.27%
12,283
-1,017
56
$1.92M 0.26%
7,162
-264
57
$1.92M 0.26%
30,346
-4,182
58
$1.88M 0.26%
30,035
59
$1.78M 0.24%
17,280
-480
60
$1.76M 0.24%
5,763
+754
61
$1.68M 0.23%
7,592
62
$1.65M 0.23%
25,801
+2,583
63
$1.64M 0.23%
8,685
-229
64
$1.64M 0.23%
33,920
65
$1.6M 0.22%
30,687
66
$1.59M 0.22%
7,329
-188
67
$1.52M 0.21%
3,189
68
$1.45M 0.2%
8,539
+632
69
$1.31M 0.18%
6,185
-133
70
$1.25M 0.17%
16,507
71
$1.24M 0.17%
4,213
-54
72
$1.22M 0.17%
4,344
73
$1.18M 0.16%
12,195
-1,683
74
$1.13M 0.16%
21,249
-689
75
$1.11M 0.15%
4,576
1 2
3
4 5