UF
Univest Financial Portfolio holdings
AUM
$1.79B
1-Year Est. Return
17.46%
1 Year Est. Return
+17.46%
AUM
$1.67B
AUM Growth
+$136M
(+8.9%)
Holding
289
Top Buys
| 1 | +$10.8M | |
| 2 | +$9.75M | |
| 3 | +$7.96M | |
| 4 |
NVIDIA
NVDA
|
+$7.59M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$7.58M |
Top Sells
| 1 | +$12.4M | |
| 2 | +$6.62M | |
| 3 | +$4.83M | |
| 4 |
Charles River Laboratories
CRL
|
+$4.79M |
| 5 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.7M |
Sector Composition
| 1 | Technology | 23.35% |
| 2 | Financials | 9.64% |
| 3 | Healthcare | 6.86% |
| 4 | Communication Services | 6.75% |
| 5 | Consumer Discretionary | 5.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bank of America
BAC
$386B
| $7.56M | 0.45% |
159,720
-22,396
|
|
||
52
Roper Technologies
ROP
$48.2B
| $7.37M | 0.44% |
13,007
-2,540
|
|
||
53
Home Depot
HD
$366B
| $6.82M | 0.41% |
18,606
-1,147
|
|
||
54
Accenture
ACN
$154B
| $6.78M | 0.41% |
22,693
-1,137
|
|
||
55
Intercontinental Exchange
ICE
$87.1B
| $6.78M | 0.41% |
36,959
-743
|
|
||
56
Arista Networks
ANET
$164B
| $6.51M | 0.39% |
63,653
+3,629
|
|
||
57
Idexx Laboratories
IDXX
$56B
| $6.19M | 0.37% |
11,546
+3,030
|
|
||
58
Emcor
EME
$27.7B
| $6.11M | 0.37% |
11,420
+5,647
|
|
||
59
Uber
UBER
$191B
| $6.08M | 0.36% |
65,131
+19,826
|
|
||
60
TransDigm Group
TDG
$74.6B
| $5.82M | 0.35% |
3,829
-52
|
|
||
61
Ecolab
ECL
$74.2B
| $5.56M | 0.33% |
20,631
-28
|
|
||
62
Mastercard
MA
$499B
| $5.24M | 0.31% |
9,316
+1,880
|
|
||
63
Veeva Systems
VEEV
$47.8B
| $5.05M | 0.3% |
17,549
-2,815
|
|
||
64
Fortinet
FTNT
$60.3B
| $4.99M | 0.3% |
47,229
-7,550
|
|
||
|
65
Alphabet (Google) Class C
GOOG
$3.37T
| $4.93M | 0.3% |
27,813
+2,087
|
|
||
66
Walmart
WMT
$818B
| $4.9M | 0.29% |
50,074
+1,564
|
|
||
67
Lockheed Martin
LMT
$105B
| $4.67M | 0.28% |
10,091
-128
|
|
||
68
Monster Beverage
MNST
$69.4B
| $4.47M | 0.27% |
71,403
-3,449
|
|
||
69
Toronto Dominion Bank
TD
$139B
| $4.46M | 0.27% |
60,782
+222
|
|
||
70
Casey's General Stores
CASY
$20B
| $4.37M | 0.26% |
8,556
+5,230
|
|
||
71
Blackstone
BX
$108B
| $4.35M | 0.26% |
29,081
-6,416
|
|
||
72
Synopsys
SNPS
$73.2B
| $4.23M | 0.25% |
8,258
+1,726
|
|
||
73
Parker-Hannifin
PH
$106B
| $4.23M | 0.25% |
6,061
+475
|
|
||
74
Intuitive Surgical
ISRG
$200B
| $4.21M | 0.25% |
7,756
-453
|
|
||
75
Equinix
EQIX
$77.2B
| $4.2M | 0.25% |
5,279
+211
|
|