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Home > Institutional Investor > Union Bankshares Corp > Profile

Instuitional Investor - Union Bankshares Corp

Fund Profile
Filing Period:
Fund Name: Union Bankshares Corp
Portfolio Value $1,079,010,189
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 925,900 $71,970,207 6.67%
2.
Ishares Russell Top 200 Growth Etf
 339,633 $59,510,494 5.51%
3.
Erie Indemnity Co
 ERIE 146,552 $49,083,196 4.54%
4.
Apple Inc.
 AAPL 241,223 $46,442,664 4.3%
5.
Jpmorgan Equity Premium Income Etf
 730,077 $40,139,633 3.72%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)