UF
Univest Financial Portfolio holdings
AUM
$1.79B
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$1.79B
AUM Growth
+$121M
(+7.2%)
Holding
272
Top Buys
| 1 | +$12M | |
| 2 | +$5.67M | |
| 3 | +$5.45M | |
| 4 |
Eli Lilly
LLY
|
+$5.1M |
| 5 |
UnitedHealth
UNH
|
+$4.85M |
Top Sells
| 1 | +$8.1M | |
| 2 | +$7.44M | |
| 3 | +$6.06M | |
| 4 |
Applied Materials
AMAT
|
+$5.32M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$4.1M |
Sector Composition
| 1 | Technology | 23.91% |
| 2 | Financials | 8.94% |
| 3 | Communication Services | 7.12% |
| 4 | Healthcare | 7.04% |
| 5 | Consumer Discretionary | 5.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Arista Networks
ANET
$162B
| $8.39M | 0.47% |
57,578
-6,075
|
|
||
52
Bank of America
BAC
$394B
| $7.74M | 0.43% |
150,062
-9,658
|
|
||
53
Home Depot
HD
$353B
| $7.61M | 0.43% |
18,786
+180
|
|
||
54
Zoetis
ZTS
$52.3B
| $7.06M | 0.4% |
48,257
-8,406
|
|
||
55
Accenture
ACN
$165B
| $6.8M | 0.38% |
27,587
+4,894
|
|
||
56
Alphabet (Google) Class C
GOOG
$3.89T
| $6.75M | 0.38% |
27,705
-108
|
|
||
57
Roper Technologies
ROP
$48.2B
| $6.66M | 0.37% |
13,363
+356
|
|
||
58
Emcor
EME
$27.9B
| $6.33M | 0.35% |
9,742
-1,678
|
|
||
59
Mastercard
MA
$490B
| $6.26M | 0.35% |
11,001
+1,685
|
|
||
60
Uber
UBER
$190B
| $5.87M | 0.33% |
59,923
-5,208
|
|
||
|
FISV
61
Fiserv Inc
FISV
$35.6B
| $5.85M | 0.33% |
45,362
+43,977
|
|
||
62
Ecolab
ECL
$73.6B
| $5.77M | 0.32% |
21,051
+420
|
|
||
63
Intercontinental Exchange
ICE
$90B
| $5.73M | 0.32% |
34,011
-2,948
|
|
||
64
Lockheed Martin
LMT
$105B
| $5.08M | 0.28% |
10,174
+83
|
|
||
65
Casey's General Stores
CASY
$21.1B
| $5.02M | 0.28% |
8,879
+323
|
|
||
66
Toronto Dominion Bank
TD
$149B
| $4.86M | 0.27% |
60,782
|
|
||
67
Walmart
WMT
$917B
| $4.8M | 0.27% |
46,608
-3,466
|
|
||
68
Equinix
EQIX
$72.8B
| $4.77M | 0.27% |
6,094
+815
|
|
||
69
Monster Beverage
MNST
$72B
| $4.71M | 0.26% |
70,044
-1,359
|
|
||
70
Parker-Hannifin
PH
$111B
| $4.56M | 0.26% |
6,013
-48
|
|
||
71
Fortinet
FTNT
$64.6B
| $4.5M | 0.25% |
53,558
+6,329
|
|
||
72
TransDigm Group
TDG
$75.9B
| $4.49M | 0.25% |
3,407
-422
|
|
||
73
Idexx Laboratories
IDXX
$57B
| $4.4M | 0.25% |
6,880
-4,666
|
|
||
74
EXL Service
EXLS
$6.46B
| $4.33M | 0.24% |
98,265
+15,486
|
|
||
75
PepsiCo
PEP
$198B
| $4.29M | 0.24% |
30,529
+1,690
|
|