UCB
United Community Bank Portfolio holdings
AUM $292M
1-Year Return
16.39%
This Quarter Return
-0.31%
1 Year Return
+16.39%
3 Year Return
+60.35%
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$758K
(+0.3%)
Cap. Flow
+$4.28M
Cap. Flow
% of AUM
1.67%
Top 10 Holdings %
Top 10 Hldgs %
34.21%
Holding
421
New
60
Increased
85
Reduced
122
Closed
16
Top Buys
| 1 |
Darden Restaurants
DRI
|
+$2.29M |
| 2 |
American Electric Power
AEP
|
+$1.85M |
| 3 |
Target
TGT
|
+$1.8M |
| 4 |
HP
HPQ
|
+$1.63M |
| 5 |
T Rowe Price
TROW
|
+$1.61M |
Top Sells
| 1 |
Southern Company
SO
|
+$1.84M |
| 2 |
Prudential Financial
PRU
|
+$1.81M |
| 3 |
Alliant Energy
LNT
|
+$1.68M |
| 4 |
Consolidated Edison
ED
|
+$1.58M |
| 5 |
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% |
