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
$2.82B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$80.5M
2
+$59.7M
3
+$54.5M
4
AMZN icon
Amazon
AMZN
+$48.3M
5
AAPL icon
Apple
AAPL
+$40.9M

Top Sells

1
+$57.4M
2
+$56.9M
3
+$50.9M
4
CTXS
Citrix Systems Inc
CTXS
+$44.7M
5
B
Barrick Mining
B
+$38.1M

Sector Composition

1 Consumer Staples 23.04%
2 Communication Services 16.96%
3 Financials 15.37%
4 Consumer Discretionary 12.54%
5 Technology 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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258
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259
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261
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-8,831
262
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263
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-1,153
7 8 9 10
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