UNIVEST CORP OF PENNSYLVANIA Information

14 NORTH MAIN STREET, SOUDERTON, Pennsylvania, 18964, (215) 721-2400

Report Date: 03/31/2015

Position Statistics

Total Positions 93
New Positions 8
Increased Positions 29
Decreased Positions 59
Positions with Activity 88
Sold Out Positions 4
Total Mkt Value (in $ millions) 225

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.19%
Capital Goods 4.34%
Conglomerates
Consumer Cyclical 2.72%
Consumer/Non-Cyclical 4.82%
Energy 7.8%
Financial 28.9%
Healthcare 12.44%
Services 14.38%
Technology 16.09%
Transportation 3.03%
Utilities 1.22%

93 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNIVEST CORP PA COM 19,176 -166 (0.86) 936,807
JOHNSON & JOHNSON COM 9,245 204 2.26 92,786
APPLE INC COM 5,591 -905 (13.93) 44,107
DISNEY WALT CO COM DISNEY 4,952 -550 (10) 43,066
AETNA INC NEW COM 4,810 -197 (3.94) 36,987
GILEAD SCIENCES INC COM 4,801 -51 (1.05) 40,177
ABBVIE INC COM 4,764 177 3.85 67,614
PNC FINL SVCS GROUP INC COM 4,471 -538 (10.74) 45,800
JPMORGAN CHASE & CO COM 4,432 -186 (4.03) 64,276
BROADCOM CORP CL A 4,411 -279 (5.96) 84,644
VISA INC COM CL A 4,362 -332 (7.08) 63,446
SELECT SECTOR SPDR TR SBI INT-UTILS 4,248 -137 (3.13) 101,654
HOME DEPOT INC COM 4,095 -681 (14.26) 36,367
EXPRESS SCRIPTS HLDG CO COM 4,082 15 .37 44,927
BECTON DICKINSON & CO COM 3,989 -44 (1.09) 28,087
WELLS FARGO & CO NEW COM 3,958 -481 (10.83) 68,911
NIKE INC CL B 3,915 -516 (11.65) 35,682
AMERISOURCEBERGEN CORP COM 3,855 -45 (1.16) 35,745
ALLSTATE CORP COM 3,676 -264 (6.7) 55,848
TARGET CORP COM 3,602 -54 (1.48) 42,841


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