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
$1.82B
AUM Growth
-$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$23.5M
3 +$22.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.8M
5
FOXA icon
Fox Class A
FOXA
+$15.7M

Top Sells

1 +$36.6M
2 +$21.1M
3 +$21M
4
UNP icon
Union Pacific
UNP
+$20.3M
5
NVDA icon
NVIDIA
NVDA
+$19.9M

Sector Composition

1 Technology 21.58%
2 Financials 18.74%
3 Healthcare 18.66%
4 Consumer Staples 13.16%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$533K 0.03%
1,365
-1,731
127
$497K 0.03%
2,947
128
$461K 0.03%
6,212
+1,368
129
$454K 0.02%
+7,021
130
$425K 0.02%
2,866
-825
131
$424K 0.02%
4,827
-1,646
132
$385K 0.02%
55
133
$358K 0.02%
1,281
134
$356K 0.02%
9,905
+1,282
135
$312K 0.02%
4,125
-6,131
136
$296K 0.02%
+5,145
137
$292K 0.02%
10,390
138
$289K 0.02%
1,000
-1,572
139
$271K 0.01%
3,747
-102,134
140
$251K 0.01%
926
141
$232K 0.01%
+6,972
142
-4,726
143
-29,631
144
-2,619
145
-62,466
146
-11,534
147
-119,413
148
-292,070
149
-13,814
150
-1,605