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
151
$1.08M 0.07%
3,209
-625
152
$1.07M 0.07%
2,280
-228
153
$1.04M 0.07%
7,417
+3,418
154
$1.03M 0.07%
20,585
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155
$996K 0.07%
4,269
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156
$990K 0.06%
7,785
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157
$965K 0.06%
10,006
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158
$949K 0.06%
13,256
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159
$928K 0.06%
4,187
-368
160
$925K 0.06%
7,909
-11,678
161
$905K 0.06%
3,329
162
$881K 0.06%
30,876
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163
$877K 0.06%
10,314
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164
$876K 0.06%
3,698
165
$864K 0.06%
8,756
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166
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9,099
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167
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8,183
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168
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13,367
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169
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22,090
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170
$793K 0.05%
3,860
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171
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172
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4,432
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173
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4,257
+780
174
$737K 0.05%
5,250
+4
175
$722K 0.05%
1,550
-66
5 6
7
8 9