PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+0.3%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.48B
AUM Growth
+$16.5M
(+0.37%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
746
New
27
Increased
267
Reduced
370
Closed
24
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$44.9M |
| 2 |
Dimensional International Value ETF
DFIV
|
+$8.76M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$7.02M |
| 4 |
Celanese
CE
|
+$6.14M |
| 5 |
Intuit
INTU
|
+$5.69M |
Top Sells
| 1 |
Ecolab
ECL
|
+$7.18M |
| 2 |
Chevron
CVX
|
+$4.86M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$4.84M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.63M |
| 5 |
Church & Dwight Co
CHD
|
+$4.62M |
Sector Composition
| 1 | Technology | 13.71% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 8.39% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Industrials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
Linde
LIN
$227B
| $2.52M | 0.06% |
8,587
-255
| -3% | -$74.8K |
|
227
NetApp
NTAP
$25B
| $2.48M | 0.06% |
27,667
-2,346
| -8% | -$211K |
|
228
Western Alliance Bancorporation
WAL
$9.89B
| $2.47M | 0.06% |
22,708
-816
| -3% | -$88.8K |
|
229
Cerence
CRNC
$426M
| $2.47M | 0.06% |
25,649
-277
| -1% | -$26.6K |
|
230
Altria Group
MO
$111B
| $2.44M | 0.05% |
53,526
-1,113
| -2% | -$50.7K |
|
231
Wheels Up
UP
$1.51B
| $2.42M | 0.05% |
+36,750
| New | +$2.42M |
|
232
Public Storage
PSA
$51.7B
| $2.38M | 0.05% |
8,002
-88
| -1% | -$26.1K |
|
233
Technology Select Sector SPDR Fund
XLK
$86.6B
| $2.36M | 0.05% |
15,826
-200
| -1% | -$29.9K |
|
234
Old Dominion Freight Line
ODFL
$31.4B
| $2.36M | 0.05% |
16,472
-12
| -0.1% | -$1.72K |
|
235
HubSpot
HUBS
$26.2B
| $2.29M | 0.05% |
3,388
-204
| -6% | -$138K |
|
236
iShares 20+ Year Treasury Bond ETF
TLT
$49.8B
| $2.28M | 0.05% |
15,810
-7,500
| -32% | -$1.08M |
|
237
Vanguard Dividend Appreciation ETF
VIG
$97.9B
| $2.28M | 0.05% |
14,826
+200
| +1% | +$30.7K |
|
238
Constellation Brands
STZ
$25.2B
| $2.24M | 0.05% |
10,634
-150
| -1% | -$31.6K |
|
239
Nordson
NDSN
$12.8B
| $2.17M | 0.05% |
9,119
-119
| -1% | -$28.3K |
|
|
SBNY
240
DELISTED
Signature Bank
SBNY
| $2.16M | 0.05% |
7,949
-81
| -1% | -$22.1K |
|
241
Datadog
DDOG
$48.5B
| $2.16M | 0.05% |
15,301
+219
| +1% | +$31K |
|
242
SPDR S&P International Small Cap ETF
GWX
$791M
| $2.16M | 0.05% |
56,036
-975
| -2% | -$37.5K |
|
243
CMS Energy
CMS
$21.5B
| $2.15M | 0.05% |
36,015
-357
| -1% | -$21.3K |
|
244
lululemon athletica
LULU
$19.7B
| $2.13M | 0.05% |
5,270
-46
| -0.9% | -$18.6K |
|
|
XYZ
245
Block, Inc.
XYZ
$45.2B
| $2.13M | 0.05% |
8,866
-68
| -0.8% | -$16.3K |
|
246
FedEx
FDX
$54B
| $2.1M | 0.05% |
9,568
-670
| -7% | -$147K |
|
247
iShares Select Dividend ETF
DVY
$20.9B
| $2.06M | 0.05% |
17,936
+190
| +1% | +$21.8K |
|
248
Teradyne
TER
$18.4B
| $2.03M | 0.05% |
18,625
-38
| -0.2% | -$4.15K |
|
249
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $2.02M | 0.05% |
18,456
-730
| -4% | -$79.8K |
|
250
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $2.01M | 0.04% |
52,896
-1,820
| -3% | -$69.2K |
|