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
151
$62K 0.06%
886
+210
152
$61.7K 0.06%
1,242
153
$61.5K 0.06%
225
154
$61.4K 0.06%
515
155
$60.4K 0.06%
370
+5
156
$59.5K 0.06%
126
157
$59.4K 0.06%
376
158
$59.1K 0.06%
427
159
$58.7K 0.06%
420
-20
160
$56.8K 0.06%
1,200
161
$54.6K 0.05%
2,000
162
$53.8K 0.05%
538
163
$53.5K 0.05%
404
164
$51.4K 0.05%
+470
165
$51.1K 0.05%
389
+25
166
$50.9K 0.05%
315
167
$50.4K 0.05%
121
168
$49.5K 0.05%
375
169
$49.3K 0.05%
412
170
$49K 0.05%
844
171
$46.5K 0.05%
352
172
$45.4K 0.05%
447
173
$44.3K 0.04%
216
+10
174
$44.1K 0.04%
273
175
$41.6K 0.04%
194