UH
Unigestion Holding Portfolio holdings
AUM
$1.7B
1-Year Est. Return
9.06%
1 Year Est. Return
+9.06%
AUM
$1.7B
AUM Growth
-$33.7M
(-1.9%)
Holding
181
Top Buys
| 1 | +$19M | |
| 2 | +$18.1M | |
| 3 | +$15.3M | |
| 4 |
Progressive
PGR
|
+$15M |
| 5 |
W.W. Grainger
GWW
|
+$14.3M |
Top Sells
| 1 | +$25.4M | |
| 2 | +$25.1M | |
| 3 | +$24.9M | |
| 4 |
Verizon
VZ
|
+$20.9M |
| 5 |
Consolidated Edison
ED
|
+$18.9M |
Sector Composition
| 1 | Technology | 31.19% |
| 2 | Financials | 21.05% |
| 3 | Consumer Discretionary | 9.17% |
| 4 | Consumer Staples | 8.84% |
| 5 | Industrials | 8.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Valero Energy
VLO
$56B
| – | – |
-32,058
|
|
||
177
Yum China
YUMC
$16.8B
| – | – |
-6,308
|
|
||
178
Equity Residential
EQR
$23.6B
| – | – |
-6,491
|
|
||
179
Diamondback Energy
FANG
$43.3B
| – | – |
-1,758
|
|
||
180
Graco
GGG
$14.6B
| – | – |
-7,572
|
|
||
181
HCA Healthcare
HCA
$107B
| – | – |
-1,595
|
|