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
$220M
AUM Growth
+$653K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$4.18M
2 +$3.25M
3 +$2.17M
4
CVS icon
CVS Health
CVS
+$1.42M
5
PM icon
Philip Morris
PM
+$979K

Top Sells

1 +$4.74M
2 +$3.01M
3 +$2.3M
4
CAT icon
Caterpillar
CAT
+$2.17M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.71M

Sector Composition

1 Financials 24.21%
2 Healthcare 15.04%
3 Technology 13.04%
4 Industrials 9.6%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-12,955