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
$252M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$17.4M
3
+$4.82M
4
TMO icon
Thermo Fisher Scientific
TMO
+$4.38M
5
GPN icon
Global Payments
GPN
+$4.3M

Top Sells

1
+$5.39M
2
+$4.13M
3
+$4.05M
4
LHX icon
L3Harris
LHX
+$3.91M
5
UNP icon
Union Pacific
UNP
+$3.59M

Sector Composition

1 Healthcare 14.19%
2 Financials 14.12%
3 Technology 12.06%
4 Industrials 7.74%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$395K 0.16%
7,296
-1,581
77
$381K 0.15%
+24,352
78
$375K 0.15%
+9,150
79
$368K 0.15%
+6,815
80
$366K 0.15%
+5,070
81
$347K 0.14%
12,240
+2,120
82
$334K 0.13%
+5,950
83
$334K 0.13%
+2,748
84
$332K 0.13%
15,102
-102,611
85
$313K 0.12%
9,814
-2,410
86
$312K 0.12%
3,728
-257
87
$311K 0.12%
4,938
-355
88
$302K 0.12%
+4,216
89
$301K 0.12%
4,123
-30,978
90
$291K 0.12%
+9,504
91
$282K 0.11%
+6,184
92
$278K 0.11%
6,282
-78,015
93
$275K 0.11%
1,666
-453
94
$264K 0.1%
4,921
+1,588
95
$263K 0.1%
1,053
-334
96
$260K 0.1%
9,908
-3,773
97
$258K 0.1%
+1,729
98
$252K 0.1%
+7,572
99
$245K 0.1%
6,342
+296
100
$231K 0.09%
+1,335
2 3
4
5 6