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
$355M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$4.4M
3
+$4.34M
4
ZTS icon
Zoetis
ZTS
+$4.24M
5
COST icon
Costco
COST
+$3.05M

Top Sells

1
+$5.47M
2
+$4.65M
3
+$4.01M
4
BDX icon
Becton Dickinson
BDX
+$3.99M
5
SWKS icon
Skyworks Solutions
SWKS
+$3.42M

Sector Composition

1 Technology 14.84%
2 Financials 14.43%
3 Healthcare 11.79%
4 Consumer Discretionary 8.55%
5 Communication Services 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 1.38%
26,568
-13,440
27
$4.75M 1.34%
62,834
+16,295
28
$4.75M 1.34%
25,879
-18,628
29
$4.68M 1.32%
16,464
+5,955
30
$4.55M 1.28%
35,275
-24,357
31
$4.55M 1.28%
42,008
+117
32
$4.42M 1.25%
58,827
-1,550
33
$4.41M 1.24%
17,910
+4,395
34
$4.4M 1.24%
+10,914
35
$4.39M 1.24%
31,033
-4,965
36
$4.37M 1.23%
39,124
-1,336
37
$4.34M 1.22%
+12,304
38
$4.33M 1.22%
74,461
+7,857
39
$4.24M 1.19%
+26,897
40
$3.65M 1.03%
33,607
-1,400
41
$3.6M 1.01%
15,779
-1,471
42
$3.33M 0.94%
63,865
-80
43
$2.59M 0.73%
9,216
-3,260
44
$2.42M 0.68%
53,198
-1,324
45
$1.06M 0.3%
3,966
46
$951K 0.27%
5,250
-1,000
47
$881K 0.25%
3,994
+47
48
$878K 0.25%
5,006
-9,390
49
$828K 0.23%
2,090
-17
50
$819K 0.23%
11,132
+528
1
2
3 4 5