UT

Unified Trust Company, N.A.

13F
Unified Trust Company, N.A.
Last update 2021-11-23 83 Stocks (4 new)
Value $339.00 Mil Turnover 4 %
Countries:
Top Holdings: DGRO(21.59%)VB(7.53%)AAPL(2.42%)MSFT(2.25%)JPM(2.18%)
Summary Stock Picks Current Portfolio
Unified Trust Company, N.A. Top Holdings of 2021-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DGRO
iShares Core Dividend Growth ETF
1,458,145
73,257.0
-0.30%
21.590
-0.07%
0.330
+11.68%
+6.75%
32,433.7
 
VB
Vanguard Small Cap ETF
116,825
25,546.0
+0.87%
7.530
+0.07%
0.050
+18.12%
+1.59%
60,849.6
 
AAPL
Apple Inc
58,013
8,209.0
-0.29%
2.420
-0.01%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
MSFT
Microsoft Corp
27,035
7,622.0
+0.71%
2.250
+0.02%
0.000
+29.81%
+19.87%
3,740,948.0
Software
JPM
JPMorgan Chase & Co
45,228
7,403.0
+0.35%
2.180
+0.01%
0.000
+22.03%
+21.61%
797,211.0
Banks
UNH
UnitedHealth Group Inc
18,346
7,169.0
+0.25%
2.110
+0.01%
0.000
-48.91%
-39.20%
275,861.4
Healthcare Plans
LIN
Linde PLC
22,262
6,531.0
+0.05%
1.920
0%
0.000
+6.44%
+12.71%
220,680.3
Chemicals
HD
The Home Depot Inc
18,867
6,193.0
-0.04%
1.830
0%
0.000
+5.23%
-3.67%
368,193.0
Retail - Cyclical
HON
Honeywell International Inc
28,658
6,084.0
-0.46%
1.790
-0.01%
0.000
+19.43%
+5.54%
151,763.6
Conglomerates
TJX
TJX Companies Inc
91,415
6,032.0
+0.03%
1.780
0%
0.010
-3.15%
+3.04%
138,012.8
Retail - Cyclical

Unified Trust Company, N.A.'s Historical Top Holdings Breakdowns

Unified Trust Company, N.A. Total Holding History ($B)

To

Unified Trust Company, N.A.'s Asset Allocation

To

Unified Trust Company, N.A. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Unified Trust Company, N.A.'s Hypothetical Growth since 2021-09-30

Unified Trust Company, N.A.'s Yearly Returns

Year Portfolio % % Excess Gain %

Unified Trust Company, N.A.'s Holdings Heat Map

Size field:

Unified Trust Company, N.A.'s Holdings Bubble Chart

Unified Trust Company, N.A. News

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