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
$150M
AUM Growth
-$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$26.9M
2
+$481K
3
+$272K
4
CTAS icon
Cintas
CTAS
+$250K
5
ABT icon
Abbott
ABT
+$64.4K

Top Sells

1
+$1.53M
2
+$623K
3
+$340K
4
VZ icon
Verizon
VZ
+$266K
5
CSCO icon
Cisco
CSCO
+$240K

Sector Composition

1 Healthcare 16.97%
2 Technology 9.89%
3 Financials 7.37%
4 Consumer Staples 7.02%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 1.59%
10,663
+219
27
$2.38M 1.59%
11,739
+255
28
$2.37M 1.58%
15,193
+342
29
$2.34M 1.56%
20,510
+414
30
$2.33M 1.55%
20,865
-40
31
$2.17M 1.44%
119,012
+432
32
$2.01M 1.34%
20,120
+321
33
$1.8M 1.2%
55,049
+824
34
$1.59M 1.06%
41,911
-174
35
$1.51M 1.01%
11,711
-4,832
36
$1.21M 0.81%
22,044
-904
37
$867K 0.58%
28,132
-221
38
$830K 0.55%
28,855
-7,515
39
$687K 0.46%
9,848
-89
40
$415K 0.28%
4,337
-140
41
$393K 0.26%
20,607
42
$367K 0.24%
2,223
-47
43
$357K 0.24%
6,368
-3,475
44
$332K 0.22%
2,400
45
$328K 0.22%
8,682
46
$303K 0.2%
5,953
47
$302K 0.2%
3,968
48
$299K 0.2%
10,355
49
$278K 0.19%
5,149
-568
50
$272K 0.18%
1,827
+274
1
2
3