UF

Univest Financial Portfolio holdings

AUM $1.67B
1-Year Est. Return 16.63%
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$231M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.4M
2
+$3.14M
3
+$837K
4
KMB icon
Kimberly-Clark
KMB
+$718K
5
ALL icon
Allstate
ALL
+$585K

Top Sells

1
+$4.21M
2
+$4.04M
3
+$3.5M
4
PM icon
Philip Morris
PM
+$2.01M
5
JPM icon
JPMorgan Chase
JPM
+$918K

Sector Composition

1 Financials 26.96%
2 Healthcare 13.7%
3 Industrials 12.97%
4 Technology 12.51%
5 Communication Services 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.77%
17,918
+3,674
27
$3.96M 1.71%
26,741
-1,521
28
$3.82M 1.65%
18,074
-2,412
29
$3.76M 1.63%
39,736
-9,480
30
$3.75M 1.62%
124,933
+113,457
31
$3.75M 1.62%
22,172
-1,271
32
$3.75M 1.62%
15,602
-568
33
$3.58M 1.55%
49,718
-8,800
34
$3.39M 1.47%
39,368
-1,000
35
$3.25M 1.41%
14,718
-912
36
$3.15M 1.36%
39,795
-3,187
37
$3.14M 1.36%
+71,145
38
$3.07M 1.33%
22,187
-585
39
$3M 1.3%
18,845
-373
40
$2.8M 1.21%
15,277
-904
41
$2.71M 1.17%
20,721
-876
42
$2.56M 1.11%
53,594
-3,310
43
$2.55M 1.1%
39,267
-888
44
$2.51M 1.09%
42,327
-4,409
45
$2.46M 1.06%
37,899
+2,907
46
$2.21M 0.96%
21,044
-1,822
47
$2.13M 0.92%
61,764
-3,758
48
$1.19M 0.52%
42,156
-36
49
$1.09M 0.47%
9,250
50
$1.09M 0.47%
14,572
-779
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