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
1
$16M 12.01%
341,652
+58,022
2
$5.03M 3.77%
35,973
+2,721
3
$4.62M 3.46%
97,304
+24,536
4
$4.51M 3.38%
25,994
+4,543
5
$4.43M 3.32%
55,452
+17,934
6
$4.4M 3.29%
37,280
+9,952
7
$4.31M 3.23%
27,126
+2,621
8
$4.26M 3.19%
24,224
+1,623
9
$4.12M 3.08%
16,643
+717
10
$4.09M 3.06%
40,409
+7,460
11
$3.82M 2.86%
21,652
-569
12
$3.81M 2.85%
47,120
+12,837
13
$3.8M 2.84%
51,091
-117
14
$3.62M 2.71%
68,112
+6,196
15
$3.3M 2.47%
51,543
+6,413
16
$3.29M 2.46%
67,996
+16,315
17
$3.27M 2.45%
40,189
-5,771
18
$3.27M 2.45%
26,648
+1,157
19
$3.23M 2.42%
31,059
+4,347
20
$3.22M 2.41%
64,350
+17,535
21
$3.15M 2.36%
15,932
-2,741
22
$3.13M 2.34%
10,985
-6
23
$3.03M 2.27%
62,640
+472
24
$2.83M 2.12%
28,241
+1,478
25
$2.78M 2.08%
11,409
-4,114
1
2 3