PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.26%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.47B
AUM Growth
+$280M
(+6.7%)
Cap. Flow
-$753K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$16.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.8M |
| 3 |
NVIDIA
NVDA
|
+$8.09M |
| 4 |
McKesson
MCK
|
+$6.52M |
| 5 |
Whirlpool
WHR
|
+$5.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 2 |
iShares Global REIT ETF
REET
|
+$8.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.42M |
| 4 |
Abbott
ABT
|
+$7.12M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.59M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 8.28% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 5.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Netflix
NFLX
$508B
| $2.49M | 0.06% |
4,713
+698
| +17% | +$369K |
|
227
Financial Select Sector SPDR Fund
XLF
$54.7B
| $2.47M | 0.06% |
67,390
+70
| +0.1% | +$2.57K |
|
228
Data Storage Corp
DTST
$33.5M
| $2.47M | 0.06% |
+423,132
| New | +$2.47M |
|
229
NetApp
NTAP
$24.9B
| $2.46M | 0.06% |
30,013
-1,566
| -5% | -$128K |
|
230
Gartner
IT
$18.5B
| $2.45M | 0.05% |
10,109
+599
| +6% | +$145K |
|
231
Public Storage
PSA
$51.8B
| $2.43M | 0.05% |
8,090
-241
| -3% | -$72.5K |
|
232
Biogen
BIIB
$21.8B
| $2.37M | 0.05% |
6,836
+56
| +0.8% | +$19.4K |
|
233
Technology Select Sector SPDR Fund
XLK
$86.5B
| $2.37M | 0.05% |
16,026
+97
| +0.6% | +$14.3K |
|
234
Clorox
CLX
$15.2B
| $2.31M | 0.05% |
12,823
-4,265
| -25% | -$767K |
|
235
Vanguard Dividend Appreciation ETF
VIG
$97.8B
| $2.26M | 0.05% |
14,626
+300
| +2% | +$46.4K |
|
236
SPDR S&P International Small Cap ETF
GWX
$787M
| $2.2M | 0.05% |
57,011
-24,100
| -30% | -$932K |
|
237
Stanley Black & Decker
SWK
$12.1B
| $2.19M | 0.05% |
10,660
-164
| -2% | -$33.6K |
|
238
Western Alliance Bancorporation
WAL
$9.82B
| $2.18M | 0.05% |
23,524
-183
| -0.8% | -$17K |
|
|
XYZ
239
Block, Inc.
XYZ
$45.1B
| $2.18M | 0.05% |
8,934
-636
| -7% | -$155K |
|
240
Bath & Body Works
BBWI
$5.7B
| $2.17M | 0.05% |
37,299
+548
| +1% | +$31.9K |
|
241
CMS Energy
CMS
$21.5B
| $2.15M | 0.05% |
36,372
-1,219
| -3% | -$72K |
|
242
Humana
HUM
$33.5B
| $2.14M | 0.05% |
4,825
-56
| -1% | -$24.8K |
|
243
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $2.11M | 0.05% |
19,186
-348
| -2% | -$38.3K |
|
244
HubSpot
HUBS
$26B
| $2.09M | 0.05% |
3,592
+135
| +4% | +$78.7K |
|
245
Old Dominion Freight Line
ODFL
$31B
| $2.09M | 0.05% |
16,484
-76
| -0.5% | -$9.65K |
|
246
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $2.09M | 0.05% |
54,716
-10,966
| -17% | -$418K |
|
247
iShares Select Dividend ETF
DVY
$20.8B
| $2.07M | 0.05% |
17,746
-408
| -2% | -$47.6K |
|
248
Kraft Heinz
KHC
$31.1B
| $2.05M | 0.05% |
50,347
+26,037
| +107% | +$1.06M |
|
249
Toro Company
TTC
$7.76B
| $2.05M | 0.05% |
18,628
-101
| -0.5% | -$11.1K |
|
250
Nordson
NDSN
$12.7B
| $2.03M | 0.05% |
9,238
+49
| +0.5% | +$10.8K |
|