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
$188M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$628K
2 +$592K
3 +$324K
4
PEP icon
PepsiCo
PEP
+$274K
5
DD
Du Pont De Nemours E I
DD
+$262K

Top Sells

1 +$601K
2 +$494K
3 +$490K
4
ABT icon
Abbott
ABT
+$398K
5
GILD icon
Gilead Sciences
GILD
+$228K

Sector Composition

1 Financials 26.3%
2 Consumer Staples 10.79%
3 Energy 10.65%
4 Healthcare 10.35%
5 Technology 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$179K 0.1%
12,971
+1,162