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
$1.52B
AUM Growth
+$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$82.7M
2
+$80.8M
3
+$76M
4
MSFT icon
Microsoft
MSFT
+$51.4M
5
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$50M

Top Sells

1
+$1.01M
2
+$287K
3
+$254K
4
T icon
AT&T
T
+$32.3K
5
PEG icon
Public Service Enterprise Group
PEG
+$624

Sector Composition

1 Technology 21.67%
2 Healthcare 9.78%
3 Financials 9.77%
4 Consumer Discretionary 5.78%
5 Communication Services 5.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$136M 8.95%
2,099,141
+1,277,224
2
$94M 6.19%
403,251
+326,373
3
$80.8M 5.32%
+1,196,615
4
$65.7M 4.33%
152,749
+119,461
5
$60M 3.95%
2,296,401
+1,914,541
6
$37.9M 2.5%
228,705
+170,048
7
$36.9M 2.43%
64,526
+45,538
8
$36.2M 2.38%
194,145
+142,233
9
$28.9M 1.91%
30,478
+22,329
10
$28M 1.84%
45,186
+33,961
11
$26.5M 1.74%
312,969
+211,100
12
$25.1M 1.65%
145,389
+107,759
13
$24.8M 1.64%
47,062
+613
14
$24.4M 1.61%
+517,593
15
$24.3M 1.6%
276,856
+180,979
16
$22.8M 1.5%
82,853
+61,399
17
$21.2M 1.4%
77,382
+58,188
18
$20.4M 1.35%
101,054
+70,179
19
$19.8M 1.3%
22,295
+16,481
20
$18.9M 1.25%
32,362
+23,797
21
$18.9M 1.25%
81,270
+51,481
22
$18.8M 1.24%
+647,677
23
$17M 1.12%
32,993
+22,868
24
$16.8M 1.11%
30,276
+20,272
25
$16.5M 1.09%
15,716
+10,024
1
2 3 4 5