PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.51B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$14.3M
3
+$13.2M
4
MAR icon
Marriott International
MAR
+$10.4M
5
FCX icon
Freeport-McMoran
FCX
+$9.44M

Top Sells

1
+$29.4M
2
+$23.3M
3
+$22.2M
4
AAPL icon
Apple
AAPL
+$21.6M
5
AMZN icon
Amazon
AMZN
+$18.9M

Sector Composition

1 Technology 14.86%
2 Financials 9.4%
3 Healthcare 9.39%
4 Consumer Discretionary 7.88%
5 Industrials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$3.74T
$166M 4.72%
950,223
-123,921
MSFT icon
2
Microsoft
MSFT
$3.82T
$123M 3.5%
398,868
-33,630
IJJ icon
3
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.9B
$88.2M 2.51%
804,383
+29,224
SPY icon
4
SPDR S&P 500 ETF Trust
SPY
$660B
$86.3M 2.46%
190,988
-49,233
LQD icon
5
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
$66M 1.88%
545,318
-243,127
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$65.8B
$64.3M 1.83%
842,298
-8,532
EFG icon
7
iShares MSCI EAFE Growth ETF
EFG
$11.5B
$63.4M 1.81%
658,746
-46,881
MCD icon
8
McDonald's
MCD
$220B
$62.5M 1.78%
252,778
-16,035
EFA icon
9
iShares MSCI EAFE ETF
EFA
$68.2B
$51.7M 1.47%
702,745
-25,841
GOOGL icon
10
Alphabet (Google) Class A
GOOGL
$3.06T
$50.5M 1.44%
362,980
-33,600
HD icon
11
Home Depot
HD
$390B
$47.3M 1.35%
158,072
-21,873
IWM icon
12
iShares Russell 2000 ETF
IWM
$69.9B
$43.3M 1.23%
211,059
-49,372
TMO icon
13
Thermo Fisher Scientific
TMO
$204B
$42.7M 1.22%
72,334
-3,198
VONG icon
14
Vanguard Russell 1000 Growth ETF
VONG
$32.8B
$42.5M 1.21%
594,925
-30,001
JPM icon
15
JPMorgan Chase
JPM
$810B
$42M 1.2%
308,012
-66,467
AMZN icon
16
Amazon
AMZN
$2.27T
$40.1M 1.14%
245,800
-115,660
COST icon
17
Costco
COST
$415B
$39.4M 1.12%
68,431
-1,104
UNH icon
18
UnitedHealth
UNH
$323B
$38.6M 1.1%
75,672
+1,239
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.07T
$37.2M 1.06%
266,300
-29,460
JNJ icon
20
Johnson & Johnson
JNJ
$465B
$34.7M 0.99%
195,633
-26,822
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$33.6M 0.96%
604,800
-41,900
V icon
22
Visa
V
$664B
$33.4M 0.95%
150,791
-3,705
NVDA icon
23
NVIDIA
NVDA
$4.46T
$33.2M 0.95%
1,217,120
+16,470
IAU icon
24
iShares Gold Trust
IAU
$64.3B
$33.2M 0.94%
900,723
-172,763
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$32.3M 0.92%
512,808
-61,755
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