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 | |
|---|---|---|---|---|---|---|
|
ATCO
251
DELISTED
Atlas Corp.
ATCO
| $2.01M | 0.04% |
132,237
+7,610
| +6% | +$116K |
|
|
HZNP
252
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
| $2M | 0.04% |
18,229
+870
| +5% | +$95.3K |
|
253
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.4B
| $1.99M | 0.04% |
24,082
+1,294
| +6% | +$107K |
|
|
CTLT
254
DELISTED
CATALENT, INC.
CTLT
| $1.97M | 0.04% |
14,818
-311
| -2% | -$41.4K |
|
255
Dominion Energy
D
$50.7B
| $1.94M | 0.04% |
26,560
-382
| -1% | -$27.9K |
|
256
Clorox
CLX
$15.1B
| $1.92M | 0.04% |
11,581
-1,242
| -10% | -$206K |
|
257
Equinor
EQNR
$61.1B
| $1.91M | 0.04% |
75,023
+3,513
| +5% | +$89.6K |
|
258
Eaton
ETN
$140B
| $1.91M | 0.04% |
12,770
+8,092
| +173% | +$1.21M |
|
259
Parker-Hannifin
PH
$96.9B
| $1.9M | 0.04% |
6,776
+243
| +4% | +$68K |
|
260
Stanley Black & Decker
SWK
$11.9B
| $1.87M | 0.04% |
10,657
-3
| -0% | -$526 |
|
261
iShares Core MSCI EAFE ETF
IEFA
$153B
| $1.85M | 0.04% |
24,964
-246
| -1% | -$18.3K |
|
262
SPDR Dow Jones Industrial Average ETF Trust
DIA
$39.7B
| $1.85M | 0.04% |
5,458
-148
| -3% | -$50.1K |
|
263
Biogen
BIIB
$20.9B
| $1.84M | 0.04% |
6,495
-341
| -5% | -$96.5K |
|
264
Kraft Heinz
KHC
$31.4B
| $1.84M | 0.04% |
49,885
-462
| -0.9% | -$17K |
|
265
Vanguard FTSE Developed Markets ETF
VEA
$175B
| $1.8M | 0.04% |
35,721
-2,502
| -7% | -$126K |
|
266
Blackstone
BX
$144B
| $1.8M | 0.04% |
15,455
+11,634
| +304% | +$1.35M |
|
267
Element Solutions
ESI
$6.24B
| $1.8M | 0.04% |
82,867
+11,864
| +17% | +$257K |
|
268
Vanguard S&P 500 ETF
VOO
$740B
| $1.79M | 0.04% |
4,540
-50
| -1% | -$19.7K |
|
269
Vanguard Total Bond Market
BND
$135B
| $1.78M | 0.04% |
20,881
+8,350
| +67% | +$713K |
|
270
MGM Resorts International
MGM
$9.62B
| $1.78M | 0.04% |
41,355
-351
| -0.8% | -$15.1K |
|
271
Toro Company
TTC
$7.68B
| $1.78M | 0.04% |
18,246
-382
| -2% | -$37.2K |
|
272
Yum! Brands
YUM
$40.5B
| $1.77M | 0.04% |
14,483
+194
| +1% | +$23.7K |
|
273
Acadia Healthcare
ACHC
$1.94B
| $1.77M | 0.04% |
27,717
+493
| +2% | +$31.4K |
|
274
AutoNation
AN
$8.42B
| $1.76M | 0.04% |
14,441
+16
| +0.1% | +$1.95K |
|
275
Advanced Micro Devices
AMD
$253B
| $1.75M | 0.04% |
17,024
+622
| +4% | +$64K |
|