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
$306M
AUM Growth
-$895K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.87M
3
+$5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.16M
5
ACN icon
Accenture
ACN
+$3.31M

Top Sells

1
+$4.93M
2
+$3.71M
3
+$2.87M
4
BLK icon
Blackrock
BLK
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.6M

Sector Composition

1 Technology 14.19%
2 Healthcare 12.01%
3 Financials 10.73%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.61M 1.18%
43,386
+5,149
27
$3.49M 1.14%
63,580
+28,511
28
$3.46M 1.13%
11,335
+138
29
$3.44M 1.13%
31,158
+831
30
$3.4M 1.11%
25,231
+224
31
$3.31M 1.08%
+12,882
32
$3.26M 1.07%
21,977
-184
33
$3.21M 1.05%
15,693
-2,723
34
$3.06M 1%
13,304
-1,633
35
$3.05M 1%
76,223
-39,986
36
$2.78M 0.91%
29,487
-4,045
37
$2.76M 0.9%
31,637
-577
38
$2.71M 0.89%
61,010
+51,424
39
$2.67M 0.87%
32,629
-15,355
40
$2.63M 0.86%
59,950
-1,180
41
$2.58M 0.85%
17,414
-1,359
42
$2.54M 0.83%
+17,851
43
$2.31M 0.76%
78,759
-18,458
44
$2.25M 0.74%
26,407
-5,034
45
$2.21M 0.72%
4,017
-3,242
46
$2.12M 0.69%
21,855
-12,678
47
$2.09M 0.68%
31,063
-42,651
48
$1.84M 0.6%
38,559
-15,456
49
$1.79M 0.59%
+29,731
50
$1.59M 0.52%
+52,493
1
2
3 4 5