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
$236M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$3.91M
3
+$3.42M
4
TFC icon
Truist Financial
TFC
+$3.41M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Top Sells

1
+$40.1M
2
+$22.4M
3
+$5.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.15M
5
ADP icon
Automatic Data Processing
ADP
+$4.66M

Sector Composition

1 Financials 27.65%
2 Healthcare 13.85%
3 Industrials 11.45%
4 Technology 11.25%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$409K 0.17%
6,046
+58
77
$404K 0.17%
3,880
-2,029
78
$397K 0.17%
+8,386
79
$395K 0.17%
10,878
+2,476
80
$387K 0.16%
10,342
+2,240
81
$381K 0.16%
+5,529
82
$378K 0.16%
3,985
+265
83
$346K 0.15%
13,681
+2,506
84
$330K 0.14%
+6,377
85
$322K 0.14%
5,293
+2,055
86
$295K 0.13%
13,333
-135,315
87
$293K 0.12%
+7,974
88
$288K 0.12%
3,333
-366
89
$283K 0.12%
+7,340
90
$263K 0.11%
1,614
+225
91
$258K 0.11%
2,119
+640
92
$249K 0.11%
+5,400
93
$244K 0.1%
2,333
+144
94
$241K 0.1%
+3,508
95
$238K 0.1%
2,300
-2,402
96
$229K 0.1%
+6,000
97
$222K 0.09%
+1,387
98
$218K 0.09%
+10,054
99
$212K 0.09%
+3,817
100
$138K 0.06%
+11,000
2 3
4
5 6