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
$306M
AUM Growth
-$895K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$14.8M
2 +$6.87M
3 +$5M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$4.16M
5
ACN icon
Accenture
ACN
+$3.31M

Top Sells

1 +$4.93M
2 +$3.71M
3 +$2.87M
4
BLK icon
Blackrock
BLK
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.6M

Sector Composition

1 Technology 14.19%
2 Healthcare 12.01%
3 Financials 10.73%
4 Consumer Discretionary 5.7%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-7,953
102
-8,230
103
-44,532
104
-6,435
105
-9,814
106
-3,252
107
-2,926
108
-6,851