UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$13.6M
4
LLY icon
Eli Lilly
LLY
+$12.2M
5
PM icon
Philip Morris
PM
+$10.3M

Top Sells

1
+$14.9M
2
+$9.45M
3
+$9.35M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.07M
5
ROP icon
Roper Technologies
ROP
+$8.76M

Sector Composition

1 Technology 20.81%
2 Financials 10.33%
3 Healthcare 8.06%
4 Communication Services 5.6%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.24M 0.47%
19,753
+311
52
$7.11M 0.46%
41,133
+5,242
53
$6.5M 0.42%
37,702
+925
54
$5.72M 0.37%
75,571
-35,470
55
$5.71M 0.37%
70,992
+6,592
56
$5.37M 0.35%
3,881
+112
57
$5.27M 0.34%
54,779
-18,560
58
$5.24M 0.34%
20,659
+347
59
$5.15M 0.34%
34,247
-6,325
60
$5.14M 0.34%
35,217
-50,508
61
$4.96M 0.32%
35,497
+4,962
62
$4.72M 0.31%
20,364
-4,313
63
$4.65M 0.3%
60,024
-1,615
64
$4.57M 0.3%
10,219
-233
65
$4.46M 0.29%
26,181
+2,116
66
$4.38M 0.29%
74,852
+5,506
67
$4.31M 0.28%
28,728
+1,174
68
$4.26M 0.28%
48,510
-3,678
69
$4.21M 0.28%
13,514
-673
70
$4.2M 0.27%
35,291
+2,962
71
$4.17M 0.27%
46,476
+401
72
$4.13M 0.27%
5,068
+189
73
$4.08M 0.27%
7,436
+3,452
74
$4.07M 0.27%
8,209
-1,206
75
$4.02M 0.26%
25,726
+4,784
1 2
3
4 5