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
1
$32M 12.44%
70,506
-1,461
2
$16.3M 6.36%
27,744
-435
3
$9.13M 3.55%
120,756
-111
4
$6.6M 2.57%
15,654
-123
5
$4.97M 1.93%
19,836
+602
6
$4.34M 1.69%
22,863
-145
7
$4.27M 1.66%
68,507
-140
8
$3.5M 1.36%
113,869
-160
9
$3.46M 1.35%
43,076
+1,290
10
$3.34M 1.3%
23,071
+505
11
$3.32M 1.29%
17,803
+12,260
12
$3.22M 1.25%
54,409
+1,365
13
$2.94M 1.15%
47,270
+1,570
14
$2.92M 1.14%
13,293
+125
15
$2.82M 1.1%
19,492
+469
16
$2.78M 1.08%
7,671
+40
17
$2.76M 1.08%
4,718
-70
18
$2.65M 1.03%
53,568
-10
19
$2.41M 0.94%
37,800
+1,115
20
$2.4M 0.93%
56,597
+2,245
21
$2.38M 0.93%
46,003
+4,234
22
$2.35M 0.92%
23,666
+960
23
$2.26M 0.88%
16,132
+495
24
$2.26M 0.88%
7,801
+325
25
$2.24M 0.87%
16,576
+13,305
1
2 3 4 5