UF
Univest Financial Portfolio holdings
AUM
$1.67B
1-Year Est. Return
16.63%
1 Year Est. Return
+16.63%
AUM
$1.53B
AUM Growth
-$54.6M
(-3.4%)
Holding
291
Top Buys
| 1 | +$18.4M | |
| 2 | +$16.8M | |
| 3 | +$13.6M | |
| 4 |
Eli Lilly
LLY
|
+$12.2M |
| 5 |
Philip Morris
PM
|
+$10.3M |
Top Sells
| 1 | +$14.9M | |
| 2 | +$9.45M | |
| 3 | +$9.35M | |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$9.07M |
| 5 |
Roper Technologies
ROP
|
+$8.76M |
Sector Composition
| 1 | Technology | 20.81% |
| 2 | Financials | 10.33% |
| 3 | Healthcare | 8.06% |
| 4 | Communication Services | 5.6% |
| 5 | Consumer Discretionary | 5.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
CDW
CDW
$20.5B
| – | – |
-1,243
|
|
||
277
CSX Corp
CSX
$66.5B
| – | – |
-8,688
|
|
||
278
Genuine Parts
GPC
$18.7B
| – | – |
-3,889
|
|
||
279
Goldman Sachs
GS
$234B
| – | – |
-445
|
|
||
280
W.W. Grainger
GWW
$46.5B
| – | – |
-200
|
|
||
281
iShares Core International Aggregate Bond Fund
IAGG
$11.2B
| – | – |
-35,041
|
|
||
282
SPDR S&P MidCap 400 ETF Trust
MDY
$24.1B
| – | – |
-354
|
|
||
283
Vanguard Mega Cap Growth ETF
MGK
$31.2B
| – | – |
-1,272
|
|
||
284
MKS Inc
MKSI
$9.45B
| – | – |
-3,601
|
|
||
285
Pfizer
PFE
$141B
| – | – |
-30,505
|
|
||
286
Schwab US Aggregate Bond ETF
SCHZ
$9.07B
| – | – |
-78,460
|
|
||
287
Constellation Brands
STZ
$24.8B
| – | – |
-1,142
|
|
||
288
Skyworks Solutions
SWKS
$11.3B
| – | – |
-3,754
|
|
||
289
United Parcel Service
UPS
$74.6B
| – | – |
-1,768
|
|
||
290
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
| – | – |
-7,619
|
|
||
291
Vanguard Russell 1000 Growth ETF
VONG
$33.2B
| – | – |
-1,938
|
|