UCB

United Community Bank Portfolio holdings

AUM $323M
1-Year Est. Return 13.63%
This Quarter Est. Return
1 Year Est. Return
+13.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
-$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$153K
3
+$147K
4
MDLZ icon
Mondelez International
MDLZ
+$136K
5
MMM icon
3M
MMM
+$101K

Top Sells

1
+$227K
2
+$188K
3
+$184K
4
PG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.32%
25,856
+1,826
27
$1.18M 1.18%
7,240
+200
28
$1.16M 1.16%
31,392
29
$847K 0.85%
3,662
+25
30
$724K 0.72%
3,254
+5
31
$721K 0.72%
1,414
32
$655K 0.66%
14,624
+320
33
$599K 0.6%
19,894
-15
34
$590K 0.59%
1,025
-115
35
$569K 0.57%
3,147
+10
36
$568K 0.57%
242
37
$565K 0.57%
3,654
+15
38
$540K 0.54%
39,827
+1,120
39
$529K 0.53%
8,853
+205
40
$526K 0.53%
6,305
41
$522K 0.52%
2,356
-76
42
$504K 0.5%
4,489
-290
43
$496K 0.5%
1,010
+5
44
$490K 0.49%
19,926
45
$486K 0.49%
2,136
-20
46
$486K 0.49%
4,664
+35
47
$478K 0.48%
4,710
+25
48
$440K 0.44%
898
-10
49
$437K 0.44%
1,709
50
$426K 0.43%
2,619
-90
1
2
3 4 5