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
51
– –
-59,672
52
– –
-2,680
53
– –
-18,682
1 2
3