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
$307M
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$70.3M
2
+$5.7M
3
+$5.67M
4
NKE icon
Nike
NKE
+$5.31M
5
JBHT icon
JB Hunt Transport Services
JBHT
+$5.16M

Top Sells

1
+$2.18M
2
+$1.14M
3
+$1.08M
4
SYK icon
Stryker
SYK
+$731K
5
LIN icon
Linde
LIN
+$594K

Sector Composition

1 Technology 10.97%
2 Healthcare 9.81%
3 Financials 8.88%
4 Industrials 8.32%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.26M 1.39%
26,980
-33
27
$4.13M 1.35%
76,320
-846
28
$4.08M 1.33%
28,862
+5,289
29
$4.03M 1.31%
25,019
+6,101
30
$3.99M 1.3%
+26,278
31
$3.98M 1.3%
+19,622
32
$3.91M 1.27%
+14,145
33
$3.9M 1.27%
32,588
+168
34
$3.84M 1.25%
10,906
+1,741
35
$3.81M 1.24%
27,296
+822
36
$3.8M 1.24%
+27,687
37
$3.73M 1.22%
21,766
-6,320
38
$3.47M 1.13%
22,440
+1,160
39
$3.39M 1.1%
15,844
-182
40
$3.24M 1.06%
+36,384
41
$3.1M 1.01%
13,047
+3,669
42
$3.07M 1%
+15,488
43
$2.99M 0.97%
12,271
-3,000
44
$2.96M 0.96%
11,895
+137
45
$2.33M 0.76%
11,261
46
$2.21M 0.72%
66,926
-66,114
47
$1.4M 0.46%
26,960
-45
48
$1.31M 0.43%
+26,620
49
$1.27M 0.41%
21,717
-2,410
50
$1.26M 0.41%
+14,888
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