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
51
$1.55M 0.51%
+18,725
52
$1.54M 0.5%
18,634
-8,953
53
$1.48M 0.48%
+12,215
54
$1.32M 0.43%
27,770
+22,613
55
$1.07M 0.35%
+12,140
56
$900K 0.29%
5,250
57
$819K 0.27%
2,294
58
$808K 0.26%
3,855
-111
59
$803K 0.26%
9,196
60
$793K 0.26%
9,209
-236
61
$740K 0.24%
2,290
62
$722K 0.24%
3,703
63
$667K 0.22%
3,027
64
$644K 0.21%
3,945
-228
65
$631K 0.21%
4,225
66
$582K 0.19%
4,610
-116
67
$552K 0.18%
11,886
68
$537K 0.18%
3,349
-316
69
$501K 0.16%
11,463
-454
70
$474K 0.16%
1,229
-95
71
$457K 0.15%
12,030
-2,963
72
$456K 0.15%
3,176
73
$407K 0.13%
9,417
-375
74
$386K 0.13%
3,486
-40
75
$352K 0.12%
6,282
1 2
3
4 5