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
$236M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$3.91M
3
+$3.42M
4
TFC icon
Truist Financial
TFC
+$3.41M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Top Sells

1
+$40.1M
2
+$22.4M
3
+$5.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.15M
5
ADP icon
Automatic Data Processing
ADP
+$4.66M

Sector Composition

1 Financials 27.65%
2 Healthcare 13.85%
3 Industrials 11.45%
4 Technology 11.25%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 1.45%
46,066
+2,723
27
$3.4M 1.44%
+105,530
28
$3.36M 1.42%
48,512
-3,222
29
$3.36M 1.42%
+51,511
30
$3.35M 1.42%
+30,168
31
$3.34M 1.42%
22,870
-1,145
32
$3.31M 1.4%
61,948
-4,172
33
$3.24M 1.37%
63,727
+10,456
34
$3.21M 1.36%
35,101
+30,978
35
$3.1M 1.31%
16,644
+1,486
36
$3.09M 1.31%
27,055
-2,920
37
$3.08M 1.31%
17,848
+3,126
38
$3.03M 1.29%
29,261
+25,461
39
$3.02M 1.28%
+42,216
40
$2.93M 1.24%
+40,532
41
$2.91M 1.23%
+50,811
42
$2.84M 1.2%
+19,009
43
$2.82M 1.19%
40,885
+4,867
44
$2.73M 1.16%
54,411
+17,316
45
$2.71M 1.15%
82,999
+15,088
46
$2.66M 1.13%
33,674
-30,394
47
$2.65M 1.12%
26,201
+2,614
48
$2.65M 1.12%
22,859
+1,982
49
$2.61M 1.11%
33,409
-10,469
50
$2.57M 1.09%
30,656
-19,079
1
2
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