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
51
$2.55M 1.08%
17,726
+4,561
52
$2.54M 1.08%
+66,083
53
$2.39M 1.01%
33,526
-8,051
54
$2.01M 0.85%
22,278
+12,017
55
$1.71M 0.72%
50,153
+19,056
56
$1.47M 0.62%
9,330
+5,227
57
$1.45M 0.61%
+19,738
58
$1.19M 0.51%
10,099
+2,849
59
$1.17M 0.49%
+24,000
60
$1.08M 0.46%
19,187
+6,162
61
$999K 0.42%
12,362
+4,494
62
$950K 0.4%
8,075
+2,488
63
$911K 0.39%
14,653
+11,925
64
$793K 0.34%
+5,947
65
$769K 0.33%
9,144
+5,439
66
$682K 0.29%
2,727
+1,419
67
$671K 0.28%
6,213
+2,247
68
$669K 0.28%
21,723
+15,455
69
$466K 0.2%
15,414
+7,340
70
$462K 0.2%
+22,306
71
$455K 0.19%
12,224
+1,410
72
$439K 0.19%
+7,105
73
$437K 0.19%
8,877
-308
74
$427K 0.18%
10,120
-2,120
75
$424K 0.18%
4,572
+1,844
1 2
3
4 5