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
$236M
AUM Growth
-$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$6.06M
2
+$3.91M
3
+$3.42M
4
TFC icon
Truist Financial
TFC
+$3.41M
5
AMAT icon
Applied Materials
AMAT
+$3.4M

Top Sells

1
+$40.1M
2
+$22.4M
3
+$5.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$5.15M
5
ADP icon
Automatic Data Processing
ADP
+$4.66M

Sector Composition

1 Financials 27.65%
2 Healthcare 13.85%
3 Industrials 11.45%
4 Technology 11.25%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 10.31%
788,049
+196,081
2
$10.2M 4.34%
88,919
+3,310
3
$5.27M 2.23%
108,460
+20,078
4
$4.97M 2.11%
42,493
+4,587
5
$4.77M 2.02%
55,296
+7,929
6
$4.2M 1.78%
40,294
+4,689
7
$4.12M 1.75%
233,100
+59,710
8
$4.1M 1.74%
65,486
+18,268
9
$4.05M 1.72%
86,225
+72,570
10
$4.04M 1.71%
55,969
+2,798
11
$3.95M 1.67%
57,266
-49,058
12
$3.93M 1.67%
29,331
+2,259
13
$3.92M 1.66%
98,900
+29,340
14
$3.91M 1.66%
+38,145
15
$3.86M 1.64%
49,480
+16,262
16
$3.78M 1.6%
117,713
+103,226
17
$3.78M 1.6%
130,420
+960
18
$3.7M 1.57%
22,919
+5,813
19
$3.69M 1.56%
2,515
-378
20
$3.68M 1.56%
65,626
-5,748
21
$3.68M 1.56%
65,153
+10,443
22
$3.67M 1.55%
22,919
+6,087
23
$3.6M 1.52%
47,799
+3,853
24
$3.5M 1.48%
84,297
+69,044
25
$3.42M 1.45%
+27,536
1
2 3 4 5