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
$650M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$7.42M
3
+$1M
4
UBSI icon
United Bankshares
UBSI
+$744K
5
DOV icon
Dover
DOV
+$537K

Top Sells

1
+$10.9M
2
+$1.64M
3
+$1.21M
4
URI icon
United Rentals
URI
+$1.04M
5
MSFT icon
Microsoft
MSFT
+$960K

Sector Composition

1 Industrials 22.04%
2 Technology 16.25%
3 Healthcare 10.83%
4 Financials 10.16%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$276K 0.04%
3,333
-1,100
127
$270K 0.04%
947
+42
128
$269K 0.04%
4,758
129
$269K 0.04%
+3,404
130
$263K 0.04%
+2,516
131
$261K 0.04%
2,432
132
$259K 0.04%
21,320
+3,720
133
$258K 0.04%
2,208
134
$254K 0.04%
21,900
135
$242K 0.04%
8,026
136
$242K 0.04%
6,284
+100
137
$240K 0.04%
1,115
138
$238K 0.04%
3,897
139
$237K 0.04%
+2,749
140
$233K 0.04%
5,304
-725
141
$231K 0.04%
2,760
-40
142
$219K 0.03%
3,902
143
$216K 0.03%
+7,459
144
$215K 0.03%
+456
145
$209K 0.03%
+650
146
$208K 0.03%
+2,000
147
$203K 0.03%
+1,505
148
$202K 0.03%
+5,361
149
$201K 0.03%
+2,500
150
$201K 0.03%
+3,517
3 4 5
6
7