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Keith Sanders

@First United Bank & Trust

Latest period2024 - Q4ReportedManaged Assets$275.325MTotal holdings377
Assets growth rate-1.08%Assets growth rate (2-Q avg)1.26%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in First United Bank & Trust's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 377 positions.

Assets under management

The assets under management (AUM) of First United Bank & Trust over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 275.325M in assets, with a quarterly growth rate of -1.08% and a 2-quarter average growth rate of 1.26%. The portfolio is managed by Keith Sanders, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
COSTCostco Whsl Corp New
Recent Activity
Decreased -1.11%
0.86%
$2.347M
2,562 shares@ $916.28 avg price
MAMastercard Inc
Recent Activity
Decreased -1.9%
0.82%
$2.248M
4,269 shares@ $526.58 avg price
CSXCsx Corp Com
Recent Activity
Decreased -1.82%
0.81%
$2.226M
68,995 shares@ $32.27 avg price
BXBlackstone Group Inc
Recent Activity
Decreased -1.4%
0.79%
$2.156M
12,502 shares@ $172.43 avg price
IEMGIshares In Core Msci Emerging Mkts
Recent Activity
Decreased -14.63%
0.76%
$2.081M
39,856 shares@ $52.23 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -4.92%
0.75%
$2.065M
14,276 shares@ $144.62 avg price
FTNTFortinet Inc Com
Recent Activity
Decreased -0.4%
0.68%
$1.848M
19,560 shares@ $94.48 avg price
PEPPepsico Inc Com
Recent Activity
Decreased -3.04%
0.67%
$1.833M
12,056 shares@ $152.06 avg price
ABTAbbott Labs Com
Recent Activity
Decreased -1.51%
0.66%
$1.802M
15,929 shares@ $113.11 avg price
MTBM & T Bank Corp
Recent Activity
Decreased -1.79%
0.59%
$1.617M
8,600 shares@ $188.01 avg price