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
51
$1.09M 0.36%
10,698
52
$834K 0.27%
18,811
+5,737
53
$727K 0.24%
4,148
54
$699K 0.23%
21,750
55
$665K 0.22%
6,136
56
$528K 0.17%
10,355
57
$516K 0.17%
5,623
58
$480K 0.16%
2,144
59
$447K 0.15%
5,240
-560
60
$401K 0.13%
3,708
61
$393K 0.13%
+1,621
62
$387K 0.13%
5,953
63
$365K 0.12%
1,954
64
$344K 0.11%
1,353
65
$334K 0.11%
7,377
66
$302K 0.1%
+1,429
67
$283K 0.09%
5,081
-1,125
68
$272K 0.09%
+1,800
69
$257K 0.08%
+1,392
70
$232K 0.08%
4,496
71
$232K 0.08%
674
72
$220K 0.07%
+1,172
73
$219K 0.07%
1,927
+185
74
$215K 0.07%
+3,373
75
$212K 0.07%
665
1 2
3
4