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
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