UTC

Unified Trust Company Portfolio holdings

AUM $339M
1-Year Est. Return 28.99%
This Quarter Est. Return
1 Year Est. Return
+28.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$1.43M
3
+$1.17M
4
AAPL icon
Apple
AAPL
+$1.16M
5
XOM icon
Exxon Mobil
XOM
+$1.04M

Top Sells

1
+$2.69M
2
+$1M
3
+$964K
4
SYK icon
Stryker
SYK
+$541K
5
BAX icon
Baxter International
BAX
+$469K

Sector Composition

1 Healthcare 17.79%
2 Financials 10.93%
3 Technology 10.61%
4 Industrials 9.94%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.76M 2.07%
69,054
+16,318
27
$2.75M 2.06%
19,669
+5,322
28
$2.75M 2.06%
14,354
+4,091
29
$2.71M 2.03%
114,912
+9,924
30
$2.68M 2%
24,109
+4,175
31
$2.45M 1.84%
16,949
32
$1.98M 1.48%
18,691
+1,809
33
$1.8M 1.35%
22,932
-2,264
34
$1.46M 1.09%
38,555
-160
35
$1.28M 0.96%
27,556
-2,552
36
$866K 0.65%
9,970
-319
37
$735K 0.55%
9,534
-1,252
38
$516K 0.39%
1,353
39
$513K 0.38%
20,607
40
$417K 0.31%
133
41
$350K 0.26%
10,355
-1,450
42
$324K 0.24%
2,500
43
$319K 0.24%
3,968
+75
44
$317K 0.24%
2,576
45
$288K 0.22%
6,216
46
$241K 0.18%
4,495
-567
47
$209K 0.16%
+3,774
48
$208K 0.16%
+1,306
49
$200K 0.15%
+1,257
50
$51K 0.04%
1,143
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