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Home > Institutional Investor > United Bank > Profile

Instuitional Investor - United Bank

Fund Profile
Filing Period:
Fund Name: United Bank
Portfolio Value $796,600,636
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Hubbell Inc
 HUBB 299,965 $98,667,493 12.38%
2.
Apple Inc.
 AAPL 210,809 $40,587,058 5.09%
3.
Ishares Trust
 IEF 352,557 $38,164,384 4.79%
4.
Microsoft Corp
 MSFT 99,636 $37,467,131 4.7%
5.
Msci Em Ex China Index
 602,155 $33,365,418 4.18%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)