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
$316M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$398K
2 +$239K
3 +$203K
4
DOX icon
Amdocs
DOX
+$196K
5
WM icon
Waste Management
WM
+$109K

Top Sells

1 +$1.63M
2 +$557K
3 +$317K
4
INTC icon
Intel
INTC
+$302K
5
UPS icon
United Parcel Service
UPS
+$296K

Sector Composition

1 Technology 14.54%
2 Healthcare 13.3%
3 Financials 11.97%
4 Communication Services 7.82%
5 Consumer Discretionary 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$127K 0.04%
4,063