PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+0.81%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$6.97M
(+0.37%)
Cap. Flow
+$3.07M
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
20.64%
Holding
841
New
23
Increased
254
Reduced
233
Closed
32
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
+$2.01M |
| 2 |
Exxon Mobil
XOM
|
+$1.81M |
| 3 |
Apple
AAPL
|
+$1.64M |
| 4 |
Vodafone
VOD
|
+$1.15M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.03M |
Top Sells
| 1 |
TJX Companies
TJX
|
+$3.49M |
| 2 |
eBay
EBAY
|
+$2.8M |
| 3 |
Gilead Sciences
GILD
|
+$1.63M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.06M |
| 5 |
AGN
ALLERGAN INC
AGN
|
+$1.01M |
Sector Composition
| 1 | Healthcare | 15.92% |
| 2 | Technology | 15.44% |
| 3 | Financials | 14.04% |
| 4 | Industrials | 11.5% |
| 5 | Energy | 10.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Tyler Technologies
TYL
$24B
| $1.2M | 0.06% |
13,588
+70
| +0.5% | +$6.19K |
|
227
Transocean
RIG
$3.07B
| $1.2M | 0.06% |
37,392
+30,395
| +434% | +$972K |
|
228
Arrow Financial
AROW
$484M
| $1.19M | 0.06% |
61,241
-1
| -0% | -$19 |
|
229
PPG Industries
PPG
$25.2B
| $1.16M | 0.06% |
11,744
+780
| +7% | +$76.7K |
|
230
LyondellBasell Industries
LYB
$17.8B
| $1.15M | 0.06% |
10,616
+671
| +7% | +$72.9K |
|
231
Accenture
ACN
$152B
| $1.15M | 0.06% |
14,169
-76
| -0.5% | -$6.18K |
|
|
PBCT
232
DELISTED
People's United Financial Inc
PBCT
| $1.15M | 0.06% |
79,404
+12,033
| +18% | +$174K |
|
233
Citigroup
C
$182B
| $1.13M | 0.06% |
21,683
-846
| -4% | -$43.9K |
|
234
iShares Russell 2000 ETF
IWM
$67.6B
| $1.11M | 0.06% |
10,190
| – | – |
|
235
Invesco S&P 500 Equal Weight ETF
RSP
$75.3B
| $1.11M | 0.06% |
14,693
+1,480
| +11% | +$112K |
|
236
Weyerhaeuser
WY
$18.6B
| $1.1M | 0.06% |
34,631
+1,256
| +4% | +$40K |
|
237
Newell Brands
NWL
$2.55B
| $1.08M | 0.06% |
31,386
+4,598
| +17% | +$158K |
|
238
Starbucks
SBUX
$93.6B
| $1.08M | 0.06% |
28,510
-7,422
| -21% | -$280K |
|
239
VF Corp
VFC
$6.05B
| $1.06M | 0.06% |
17,106
-764
| -4% | -$47.5K |
|
240
Kohl's
KSS
$1.81B
| $1.06M | 0.06% |
17,350
-800
| -4% | -$48.8K |
|
241
iShares MSCI EAFE ETF
EFA
$67.3B
| $1.05M | 0.06% |
16,411
-65
| -0.4% | -$4.17K |
|
242
Consolidated Edison
ED
$35.2B
| $1.04M | 0.06% |
18,356
-3
| -0% | -$170 |
|
243
Alerian MLP ETF
AMLP
$10.5B
| $1.03M | 0.05% |
10,704
| – | – |
|
244
Toro Company
TTC
$7.82B
| $1.03M | 0.05% |
34,630
+1,280
| +4% | +$37.9K |
|
245
Texas Instruments
TXN
$168B
| $1.01M | 0.05% |
21,110
-15,265
| -42% | -$728K |
|
|
INVX
246
Innovex International, Inc.
INVX
$1.16B
| $1.01M | 0.05% |
11,247
+446
| +4% | +$39.9K |
|
247
Zebra Technologies
ZBRA
$16.1B
| $1M | 0.05% |
14,133
+111
| +0.8% | +$7.88K |
|
248
iShares MSCI Emerging Markets ETF
EEM
$19.9B
| $990K | 0.05% |
23,815
+2,140
| +10% | +$89K |
|
249
L3Harris
LHX
$52.5B
| $990K | 0.05% |
14,901
-1,690
| -10% | -$112K |
|
|
PCL
250
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $965K | 0.05% |
24,746
-2,110
| -8% | -$82.3K |
|