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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Sells

1 +$1.65M
2 +$1.61M
3 +$1.54M
4
MOAT icon
VanEck Morningstar Wide Moat ETF
MOAT
+$1.46M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.39M

Sector Composition

1 Financials 18.62%
2 Technology 12.32%
3 Healthcare 5.72%
4 Consumer Discretionary 5.4%
5 Communication Services 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VRSK icon
551
Verisk Analytics
VRSK
$30.2B
$1.26K ﹤0.01%
+5
CCI icon
552
Crown Castle
CCI
$39.9B
$1.25K ﹤0.01%
+13
K icon
553
Kellanova
K
$29B
$1.23K ﹤0.01%
+15
FIS icon
554
Fidelity National Information Services
FIS
$34.6B
$1.19K ﹤0.01%
+18
PCG icon
555
PG&E
PCG
$32.7B
$1.12K ﹤0.01%
+74
HRL icon
556
Hormel Foods
HRL
$13.1B
$1.11K ﹤0.01%
+45
CSGP icon
557
CoStar Group
CSGP
$28.6B
$1.1K ﹤0.01%
+13
ULTA icon
558
Ulta Beauty
ULTA
$26.2B
$1.09K ﹤0.01%
+2
CHD icon
559
Church & Dwight Co
CHD
$20.1B
$1.05K ﹤0.01%
+12
CF icon
560
CF Industries
CF
$12.3B
$987 ﹤0.01%
+11
NKE icon
561
Nike
NKE
$99.4B
$976 ﹤0.01%
+14
VICI icon
562
VICI Properties
VICI
$29.9B
$946 ﹤0.01%
+29
CNC icon
563
Centene
CNC
$20.2B
$928 ﹤0.01%
+26
OMC icon
564
Omnicom Group
OMC
$25.4B
$897 ﹤0.01%
+11
TER icon
565
Teradyne
TER
$31.8B
$826 ﹤0.01%
+6
COWZ icon
566
Pacer US Cash Cows 100 ETF
COWZ
$18.7B
$805 ﹤0.01%
+14
LUMN icon
567
Lumen
LUMN
$8.82B
$771 ﹤0.01%
126
GM icon
568
General Motors
GM
$75.4B
$732 ﹤0.01%
12
+2
WRB icon
569
W.R. Berkley
WRB
$26.4B
$690 ﹤0.01%
+9
NDSN icon
570
Nordson
NDSN
$13.2B
$681 ﹤0.01%
+3
LVS icon
571
Las Vegas Sands
LVS
$44.8B
$645 ﹤0.01%
+12
VLTO icon
572
Veralto
VLTO
$24.7B
$640 ﹤0.01%
+6
USIG icon
573
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.5B
$627 ﹤0.01%
+12
EA icon
574
Electronic Arts
EA
$51B
$605 ﹤0.01%
+3
F icon
575
Ford
F
$54.2B
$586 ﹤0.01%
49
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