UF

Univest Financial Portfolio holdings

AUM $1.79B
1-Year Est. Return 17.46%
This Quarter Est. Return
1 Year Est. Return
+17.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.53B
AUM Growth
-$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$16.8M
3
+$13.6M
4
LLY icon
Eli Lilly
LLY
+$12.2M
5
PM icon
Philip Morris
PM
+$10.3M

Top Sells

1
+$14.9M
2
+$9.45M
3
+$9.35M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$9.07M
5
ROP icon
Roper Technologies
ROP
+$8.76M

Sector Composition

1 Technology 20.81%
2 Financials 10.33%
3 Healthcare 8.06%
4 Communication Services 5.6%
5 Consumer Discretionary 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.52M 0.16%
11,243
-4,595
102
$2.43M 0.16%
24,882
-7,159
103
$2.42M 0.16%
29,155
-84,252
104
$2.42M 0.16%
47,312
-17,362
105
$2.42M 0.16%
25,753
+3,724
106
$2.38M 0.16%
8,974
-1,339
107
$2.37M 0.15%
29,535
-9,768
108
$2.36M 0.15%
9,024
-3,695
109
$2.32M 0.15%
24,830
+21,000
110
$2.3M 0.15%
28,183
-114,528
111
$2.24M 0.15%
45,811
-6,074
112
$2.15M 0.14%
35,251
+111
113
$2.13M 0.14%
+5,773
114
$2.11M 0.14%
8,652
-251
115
$2.02M 0.13%
3,296
+407
116
$2.01M 0.13%
4,796
-1,751
117
$1.94M 0.13%
7,606
-443
118
$1.91M 0.12%
11,891
-1,239
119
$1.9M 0.12%
51,550
+1,810
120
$1.9M 0.12%
+15,905
121
$1.89M 0.12%
+3,890
122
$1.84M 0.12%
40,641
+1,769
123
$1.8M 0.12%
6,956
-40
124
$1.79M 0.12%
24,304
-42,662
125
$1.68M 0.11%
15,382
-4,702
3 4
5
6 7