UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
+0.57%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$99.9M
AUM Growth
-$131K
(-0.13%)
Cap. Flow
+$1.5M
Cap. Flow
% of AUM
1.5%
Top 10 Holdings %
Top 10 Hldgs %
40.62%
Holding
256
New
19
Increased
85
Reduced
32
Closed
8
Top Buys
| 1 |
Shell
SHEL
|
+$261K |
| 2 |
Merck
MRK
|
+$153K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$147K |
| 4 |
Mondelez International
MDLZ
|
+$136K |
| 5 |
3M
MMM
|
+$101K |
Top Sells
| 1 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
+$227K |
| 2 |
Apple
AAPL
|
+$188K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$184K |
| 4 |
Procter & Gamble
PG
|
+$135K |
| 5 |
CERN
Cerner Corp
CERN
|
+$79.9K |
Sector Composition
| 1 | Financials | 22.54% |
| 2 | Technology | 13.14% |
| 3 | Industrials | 9.99% |
| 4 | Healthcare | 8.8% |
| 5 | Communication Services | 5.77% |
