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
126
$1.67M 0.11%
53,564
+16,084
127
$1.6M 0.1%
2
128
$1.59M 0.1%
7,875
+388
129
$1.59M 0.1%
7,572
-340
130
$1.58M 0.1%
19,921
-1,882
131
$1.55M 0.1%
26,297
+22
132
$1.54M 0.1%
14,718
-9,852
133
$1.54M 0.1%
10,418
-709
134
$1.5M 0.1%
11,926
135
$1.45M 0.09%
10,713
+1,067
136
$1.44M 0.09%
+3,326
137
$1.4M 0.09%
4,257
-141
138
$1.4M 0.09%
25,954
-6,268
139
$1.39M 0.09%
17,772
-351
140
$1.37M 0.09%
12,289
+2,716
141
$1.35M 0.09%
26,540
-18,003
142
$1.33M 0.09%
25,036
-1,765
143
$1.31M 0.09%
15,380
-1,170
144
$1.28M 0.08%
5,250
145
$1.26M 0.08%
27,475
+9,086
146
$1.25M 0.08%
38,022
-838
147
$1.23M 0.08%
8,148
-478
148
$1.2M 0.08%
23,445
+3,928
149
$1.13M 0.07%
29,220
-2,418
150
$1.1M 0.07%
12,502
+1,484
4 5
6
7 8