UFG
United Fire Group Portfolio holdings
AUM $55M
1-Year Return
6%
This Quarter Return
+10.83%
1 Year Return
+6%
3 Year Return
+27.45%
5 Year Return
+61.02%
10 Year Return
+139.62%
AUM
$207M
AUM Growth
+$691K
(+0.33%)
Cap. Flow
-$17.5M
Cap. Flow
% of AUM
-8.43%
Top 10 Holdings %
Top 10 Hldgs %
48.84%
Holding
121
New
2
Increased
–
Reduced
4
Closed
5
Top Buys
| 1 |
Otis Worldwide
OTIS
|
+$185K |
| 2 |
Carrier Global
CARR
|
+$144K |
Top Sells
| 1 |
Boeing
BA
|
+$10.1M |
| 2 |
Cincinnati Financial
CINF
|
+$3.84M |
| 3 |
Wintrust Financial
WTFC
|
+$1.31M |
| 4 |
Factset
FDS
|
+$782K |
| 5 |
BCE
BCE
|
+$606K |
Sector Composition
| 1 | Financials | 33.96% |
| 2 | Healthcare | 16.7% |
| 3 | Industrials | 10.59% |
| 4 | Consumer Staples | 7.96% |
| 5 | Utilities | 7.6% |
