PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
UnitedHealth
UNH
|
+$3.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
S&P Global
SPGI
$166B
| $1.88M | 0.06% |
11,090
+246
| +2% | +$41.7K |
|
252
Duke Energy
DUK
$94.8B
| $1.87M | 0.06% |
22,238
+1,629
| +8% | +$137K |
|
253
Chemours
CC
$2.51B
| $1.87M | 0.06% |
37,258
+284
| +0.8% | +$14.2K |
|
254
VF Corp
VFC
$5.8B
| $1.87M | 0.06% |
26,775
-1,398
| -5% | -$97.4K |
|
255
General Dynamics
GD
$87.7B
| $1.86M | 0.06% |
+9,161
| New | +$1.86M |
|
256
Tapestry
TPR
$22.2B
| $1.86M | 0.06% |
41,991
+760
| +2% | +$33.6K |
|
257
Arrow Electronics
ARW
$6.61B
| $1.85M | 0.06% |
23,043
+122
| +0.5% | +$9.81K |
|
258
Tyler Technologies
TYL
$23.6B
| $1.84M | 0.06% |
10,367
-141
| -1% | -$25K |
|
259
Northrop Grumman
NOC
$82.5B
| $1.82M | 0.06% |
+5,940
| New | +$1.82M |
|
260
National Health Investors
NHI
$3.72B
| $1.81M | 0.06% |
24,019
+3,506
| +17% | +$264K |
|
261
Chemed
CHE
$6.5B
| $1.8M | 0.06% |
+7,401
| New | +$1.8M |
|
262
Host Hotels & Resorts
HST
$12.1B
| $1.8M | 0.06% |
90,437
-130
| -0.1% | -$2.58K |
|
|
ACC
263
DELISTED
American Campus Communities, Inc.
ACC
| $1.78M | 0.06% |
43,424
-332
| -0.8% | -$13.6K |
|
264
Labcorp
LH
$23.1B
| $1.78M | 0.06% |
12,968
-614
| -5% | -$84.1K |
|
265
iShares Core S&P US Growth ETF
IUSG
$25.3B
| $1.75M | 0.05% |
32,452
+5,767
| +22% | +$310K |
|
266
Quanta Services
PWR
$57B
| $1.73M | 0.05% |
44,190
+1,073
| +2% | +$42K |
|
267
Halliburton
HAL
$19B
| $1.71M | 0.05% |
35,083
-2,003
| -5% | -$97.8K |
|
268
Toro Company
TTC
$7.76B
| $1.71M | 0.05% |
26,250
-2,603
| -9% | -$170K |
|
269
Hershey
HSY
$37.5B
| $1.71M | 0.05% |
15,072
+4,632
| +44% | +$526K |
|
270
Insperity
NSP
$1.99B
| $1.71M | 0.05% |
29,758
| – | – |
|
|
INN
271
Summit Hotel Properties
INN
$623M
| $1.69M | 0.05% |
111,116
+3,546
| +3% | +$54K |
|
272
BP
BP
$87.3B
| $1.68M | 0.05% |
43,721
+923
| +2% | +$35.5K |
|
273
TotalEnergies
TTE
$133B
| $1.67M | 0.05% |
30,266
-12,944
| -30% | -$716K |
|
274
Corcept Therapeutics
CORT
$7.68B
| $1.64M | 0.05% |
+91,003
| New | +$1.64M |
|
275
Middleby
MIDD
$6.82B
| $1.64M | 0.05% |
12,182
-1,275
| -9% | -$172K |
|