UH

Unigestion Holding Portfolio holdings

AUM $1.7B
1-Year Est. Return 9.06%
This Quarter Est. Return
1 Year Est. Return
+9.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.68B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$97.9M
2 +$95.9M
3 +$90.6M
4
WMT icon
Walmart
WMT
+$90.1M
5
PEG icon
Public Service Enterprise Group
PEG
+$85.6M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 25.39%
2 Financials 16.21%
3 Communication Services 13.63%
4 Healthcare 11.98%
5 Utilities 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$43K ﹤0.01%
+10,344