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
51
$1.26M 0.49%
5,425
+210
52
$1.25M 0.49%
55,094
-1,154
53
$1.23M 0.48%
10,238
-385
54
$1.2M 0.47%
30,399
+4,255
55
$1.16M 0.45%
1,972
-90
56
$1.14M 0.44%
3,810
+430
57
$1.13M 0.44%
36,763
+5,130
58
$1.13M 0.44%
35,853
59
$1.12M 0.43%
5,429
-15
60
$1.11M 0.43%
5,035
-39
61
$1.09M 0.43%
220
-60
62
$1.09M 0.42%
12,058
-123
63
$1.06M 0.41%
5,942
+107
64
$1.06M 0.41%
2,373
+195
65
$1.05M 0.41%
18,059
-97
66
$1.05M 0.41%
2,075
-335
67
$1.04M 0.4%
32,092
-15
68
$1.02M 0.4%
3,040
+165
69
$1.01M 0.39%
9,107
+950
70
$974K 0.38%
13,591
+910
71
$972K 0.38%
948
-29
72
$972K 0.38%
5,830
73
$961K 0.37%
23,950
+4,060
74
$951K 0.37%
3,204
75
$924K 0.36%
1,197
+120
1 2
3
4 5