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 | |
|---|---|---|---|---|---|---|
251
iShares ESG Aware MSCI USA ETF
ESGU
$14.5B
| $2.02M | 0.05% |
20,544
-256
| -1% | -$25.2K |
|
252
J.M. Smucker
SJM
$11.7B
| $2.01M | 0.04% |
15,495
+211
| +1% | +$27.3K |
|
253
Parker-Hannifin
PH
$96.8B
| $2.01M | 0.04% |
6,533
+82
| +1% | +$25.2K |
|
254
Lamb Weston
LW
$7.94B
| $2M | 0.04% |
24,817
-58,311
| -70% | -$4.7M |
|
255
Dominion Energy
D
$51.4B
| $1.98M | 0.04% |
26,942
+265
| +1% | +$19.5K |
|
|
SBNY
256
DELISTED
Signature Bank
SBNY
| $1.97M | 0.04% |
8,030
+340
| +4% | +$83.5K |
|
257
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $1.97M | 0.04% |
38,223
+1,948
| +5% | +$100K |
|
258
Carrier Global
CARR
$53.1B
| $1.97M | 0.04% |
40,461
+333
| +0.8% | +$16.2K |
|
259
Bar Harbor Bankshares
BHB
$542M
| $1.95M | 0.04% |
67,966
| – | – |
|
260
lululemon athletica
LULU
$19.2B
| $1.94M | 0.04% |
5,316
-90
| -2% | -$32.8K |
|
261
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.6B
| $1.93M | 0.04% |
5,606
+303
| +6% | +$105K |
|
262
Rio Tinto
RIO
$102B
| $1.89M | 0.04% |
22,577
+2,131
| +10% | +$179K |
|
263
iShares Core MSCI EAFE ETF
IEFA
$153B
| $1.89M | 0.04% |
25,210
-545
| -2% | -$40.8K |
|
264
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.89M | 0.04% |
22,788
+1,898
| +9% | +$157K |
|
265
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $1.81M | 0.04% |
33,088
-254
| -0.8% | -$13.9K |
|
266
Vanguard S&P 500 ETF
VOO
$740B
| $1.81M | 0.04% |
4,590
+1,112
| +32% | +$438K |
|
267
General Motors
GM
$56.6B
| $1.8M | 0.04% |
30,443
-768
| -2% | -$45.4K |
|
268
Colgate-Palmolive
CL
$68.2B
| $1.8M | 0.04% |
22,101
-2,777
| -11% | -$226K |
|
269
Vanguard Small-Cap Growth ETF
VBK
$20.7B
| $1.78M | 0.04% |
6,152
-64
| -1% | -$18.5K |
|
270
MGM Resorts International
MGM
$9.5B
| $1.78M | 0.04% |
41,706
-671
| -2% | -$28.6K |
|
|
ATCO
271
DELISTED
Atlas Corp.
ATCO
| $1.78M | 0.04% |
124,627
+1,232
| +1% | +$17.6K |
|
272
Steris
STE
$24.9B
| $1.77M | 0.04% |
8,579
-240
| -3% | -$49.5K |
|
273
Newmont
NEM
$87.3B
| $1.76M | 0.04% |
27,701
+5,471
| +25% | +$347K |
|
274
Kontoor Brands
KTB
$4.54B
| $1.75M | 0.04% |
30,928
-3,804
| -11% | -$215K |
|
275
Cigna
CI
$81.9B
| $1.74M | 0.04% |
7,317
+2,077
| +40% | +$492K |
|