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
$1.53B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$13.6M
4
LLY icon
Eli Lilly
LLY
+$12.2M
5
PM icon
Philip Morris
PM
+$10.3M

Top Sells

1
+$14.9M
2
+$9.45M
3
+$9.35M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.07M
5
ROP icon
Roper Technologies
ROP
+$8.76M

Sector Composition

1 Technology 20.81%
2 Financials 10.33%
3 Healthcare 8.06%
4 Communication Services 5.6%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.96M 0.26%
12,687
+319
77
$3.79M 0.25%
80,286
-7,493
78
$3.63M 0.24%
60,560
-150
79
$3.58M 0.23%
8,516
+6,193
80
$3.57M 0.23%
6,349
+442
81
$3.47M 0.23%
21,775
-9,275
82
$3.4M 0.22%
5,586
+493
83
$3.39M 0.22%
14,339
+4,380
84
$3.3M 0.22%
+45,305
85
$3.14M 0.21%
63,291
-47,311
86
$3.04M 0.2%
29,428
-7,380
87
$3M 0.2%
5,631
+252
88
$2.89M 0.19%
5,159
-350
89
$2.87M 0.19%
17,156
+499
90
$2.84M 0.19%
21,420
-7,153
91
$2.83M 0.18%
77,645
-3,087
92
$2.8M 0.18%
45,409
-10,806
93
$2.8M 0.18%
6,532
+820
94
$2.79M 0.18%
29,269
-1,216
95
$2.73M 0.18%
46,796
-7,471
96
$2.71M 0.18%
5,334
+406
97
$2.68M 0.18%
11,571
-219
98
$2.68M 0.18%
12,649
-44,609
99
$2.55M 0.17%
42,826
+16,136
100
$2.54M 0.17%
6,848
-57
2 3
4
5 6