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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$7.72M
3
+$2.56M
4
PFE icon
Pfizer
PFE
+$2.46M
5
CSCO icon
Cisco
CSCO
+$2.13M

Top Sells

No sells this quarter

Sector Composition

1 Financials 20.08%
2 Technology 14.16%
3 Industrials 10%
4 Healthcare 9.16%
5 Communication Services 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 14.05%
+47,002
2
$7.72M 7.71%
+16,178
3
$2.56M 2.56%
+65,480
4
$2.46M 2.46%
+41,608
5
$2.13M 2.13%
+33,555
6
$2.03M 2.02%
+13,980
7
$2.01M 2.01%
+11,342
8
$1.98M 1.98%
+14,498
9
$1.87M 1.87%
+10,798
10
$1.82M 1.82%
+10,911
11
$1.82M 1.82%
+8,476
12
$1.78M 1.78%
+6,628
13
$1.71M 1.7%
+28,805
14
$1.64M 1.64%
+11,069
15
$1.61M 1.61%
+4,794
16
$1.61M 1.61%
+26,225
17
$1.6M 1.6%
+14,752
18
$1.56M 1.56%
+18,333
19
$1.53M 1.52%
+22,238
20
$1.51M 1.51%
+19,713
21
$1.49M 1.49%
+4,142
22
$1.48M 1.48%
+7,150
23
$1.37M 1.37%
+26,642
24
$1.32M 1.32%
+14,333
25
$1.26M 1.26%
+33,581
1
2 3 4 5