UBV

United Bank (Virginia) Portfolio holdings

AUM $835M
1-Year Est. Return 14.61%
This Quarter Est. Return
1 Year Est. Return
+14.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
+$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$9.56M
2
+$4.12M
3
+$2.39M
4
XOM icon
Exxon Mobil
XOM
+$2.38M
5
PFE icon
Pfizer
PFE
+$1.86M

Top Sells

1
+$4.3M
2
+$3.9M
3
+$2.54M
4
MSFT icon
Microsoft
MSFT
+$2.42M
5
URI icon
United Rentals
URI
+$2.33M

Sector Composition

1 Industrials 23.92%
2 Technology 16.59%
3 Healthcare 9.99%
4 Financials 8.28%
5 Consumer Staples 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$31.3K ﹤0.01%
7
152
$27.4K ﹤0.01%
11,500
+1,200
153
$19.6K ﹤0.01%
10,000
154
$14.4K ﹤0.01%
10,205
155
– –
-5,361
156
– –
-6,345
157
– –
-2,700
158
– –
-3,517
159
– –
-19,263
160
– –
-2,310
161
– –
-3,746
162
– –
-672
163
– –
-5,899
164
– –
-667
165
– –
-14,125
3 4 5 6
7