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
$1.79B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$5.67M
3
+$5.45M
4
LLY icon
Eli Lilly
LLY
+$5.1M
5
UNH icon
UnitedHealth
UNH
+$4.85M

Top Sells

1
+$8.1M
2
+$7.44M
3
+$6.06M
4
AMAT icon
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
XOM icon
76
Exxon Mobil
XOM
$491B
$4.08M 0.23%
36,201
-258
SPY icon
77
SPDR S&P 500 ETF Trust
SPY
$702B
$4.07M 0.23%
6,110
+134
BX icon
78
Blackstone
BX
$118B
$4.07M 0.23%
23,813
-5,268
MCD icon
79
McDonald's
MCD
$222B
$4.04M 0.23%
13,284
-104
ISRG icon
80
Intuitive Surgical
ISRG
$204B
$3.93M 0.22%
8,784
+1,028
AMGN icon
81
Amgen
AMGN
$178B
$3.81M 0.21%
13,514
+371
PG icon
82
Procter & Gamble
PG
$335B
$3.76M 0.21%
24,479
-1,038
SPDW icon
83
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.9B
$3.69M 0.21%
86,199
+8,936
UNP icon
84
Union Pacific
UNP
$140B
$3.6M 0.2%
15,212
+777
NOW icon
85
ServiceNow
NOW
$177B
$3.58M 0.2%
3,895
+302
FICO icon
86
Fair Isaac
FICO
$42.6B
$3.47M 0.19%
2,322
+2,195
MMC icon
87
Marsh & McLennan
MMC
$89.1B
$3.44M 0.19%
17,069
+9,493
NFLX icon
88
Netflix
NFLX
$425B
$3.42M 0.19%
28,540
+30
JNK icon
89
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.52B
$3.41M 0.19%
34,832
+3,171
VTEB icon
90
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$3.35M 0.19%
66,910
-10,581
VEEV icon
91
Veeva Systems
VEEV
$39.8B
$3.22M 0.18%
10,806
-6,743
CSCO icon
92
Cisco
CSCO
$308B
$3.21M 0.18%
46,904
+2,900
VUG icon
93
Vanguard Growth ETF
VUG
$203B
$3.18M 0.18%
6,638
-18
ABT icon
94
Abbott
ABT
$217B
$3.11M 0.17%
23,236
+1,794
MBB icon
95
iShares MBS ETF
MBB
$39.1B
$3.08M 0.17%
32,422
+4,105
ABNB icon
96
Airbnb
ABNB
$75.4B
$3.08M 0.17%
25,360
+1,440
TSLA icon
97
Tesla
TSLA
$1.51T
$3.01M 0.17%
6,758
-77
VRTX icon
98
Vertex Pharmaceuticals
VRTX
$116B
$2.88M 0.16%
7,364
+1,388
WM icon
99
Waste Management
WM
$86B
$2.82M 0.16%
12,784
+359
BRK.B icon
100
Berkshire Hathaway Class B
BRK.B
$1.09T
$2.82M 0.16%
5,601
+72
2 3
4
5 6