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
$257M
AUM Growth
+$758K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.85M
3
+$1.8M
4
HPQ icon
HP
HPQ
+$1.63M
5
TROW icon
T. Rowe Price
TROW
+$1.61M

Top Sells

1
+$1.84M
2
+$1.81M
3
+$1.68M
4
ED icon
Consolidated Edison
ED
+$1.58M
5
LYB icon
LyondellBasell Industries
LYB
+$1.14M

Sector Composition

1 Financials 19.75%
2 Technology 13.54%
3 Consumer Discretionary 7.15%
4 Consumer Staples 6.48%
5 Healthcare 5.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.87%
9,930
+40
27
$2.19M 0.85%
9,152
-354
28
$2.18M 0.85%
18,937
-135
29
$2.17M 0.84%
49,184
+2,137
30
$2.14M 0.83%
5,496
-107
31
$2.06M 0.8%
8,586
+6,372
32
$1.93M 0.75%
6,652
+35
33
$1.93M 0.75%
40,270
+1,555
34
$1.9M 0.74%
20,555
+20,055
35
$1.88M 0.73%
14,028
-728
36
$1.87M 0.73%
57,411
+50,000
37
$1.85M 0.72%
2,021
-55
38
$1.82M 0.71%
18,832
-200
39
$1.76M 0.68%
9,282
-60
40
$1.69M 0.66%
15,826
-1,640
41
$1.61M 0.63%
+14,220
42
$1.55M 0.6%
2,943
-45
43
$1.53M 0.59%
6,559
44
$1.51M 0.59%
16,973
+43
45
$1.48M 0.58%
13,775
+73
46
$1.47M 0.57%
5,036
+25
47
$1.45M 0.56%
15,650
-2,945
48
$1.43M 0.56%
7,497
+75
49
$1.43M 0.56%
14,247
50
$1.31M 0.51%
4,141
+2
1
2
3 4 5