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
$229M
AUM Growth
-$7.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$3.13M
2 +$2.93M
3 +$2.38M
4
OXY icon
Occidental Petroleum
OXY
+$738K
5
QCOM icon
Qualcomm
QCOM
+$673K

Top Sells

1 +$3.78M
2 +$3.02M
3 +$2.66M
4
ORCL icon
Oracle
ORCL
+$2.54M
5
TGT icon
Target
TGT
+$1.92M

Sector Composition

1 Financials 26.28%
2 Healthcare 13.32%
3 Industrials 12.12%
4 Technology 11.63%
5 Communication Services 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-6,377
102
-5,529
103
-3,508
104
-11,000