PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+8.65%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.6B
AUM Growth
+$166M
(+4.8%)
Cap. Flow
-$92.2M
Cap. Flow
% of AUM
-2.56%
Top 10 Holdings %
Top 10 Hldgs %
25.02%
Holding
658
New
31
Increased
157
Reduced
406
Closed
30
Top Buys
| 1 |
Electronic Arts
EA
|
+$8.05M |
| 2 |
Qorvo
QRVO
|
+$7.32M |
| 3 |
Linde
LIN
|
+$5.96M |
| 4 |
iShares MBS ETF
MBB
|
+$5.07M |
| 5 |
PayPal
PYPL
|
+$2.78M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$27.6M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$7.26M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
+$6.62M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$5.84M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.36M |
Sector Composition
| 1 | Technology | 13.96% |
| 2 | Healthcare | 9.32% |
| 3 | Consumer Discretionary | 8.47% |
| 4 | Financials | 7.53% |
| 5 | Consumer Staples | 5.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
276
Lithia Motors
LAD
$8.56B
| $1.2M | 0.03% |
5,253
-133
| -2% | -$30.3K |
|
277
Burlington
BURL
$16.8B
| $1.18M | 0.03% |
5,746
-496
| -8% | -$102K |
|
278
Intuit
INTU
$180B
| $1.18M | 0.03% |
3,628
+12
| +0.3% | +$3.92K |
|
279
Schwab US Large- Cap ETF
SCHX
$60.3B
| $1.18M | 0.03% |
87,990
+3,942
| +5% | +$53K |
|
280
Fidelity National Information Services
FIS
$34.9B
| $1.18M | 0.03% |
8,016
-125
| -2% | -$18.4K |
|
281
Hershey
HSY
$37.5B
| $1.18M | 0.03% |
8,206
-7,075
| -46% | -$1.01M |
|
282
Lear
LEA
$5.62B
| $1.16M | 0.03% |
10,663
-2,652
| -20% | -$289K |
|
283
Gartner
IT
$18.7B
| $1.15M | 0.03% |
9,205
-886
| -9% | -$111K |
|
284
NetApp
NTAP
$24.8B
| $1.15M | 0.03% |
26,144
+1,412
| +6% | +$61.9K |
|
285
Bank of New York Mellon
BK
$75.1B
| $1.14M | 0.03% |
33,156
-3,081
| -9% | -$106K |
|
286
Charter Communications
CHTR
$36B
| $1.14M | 0.03% |
1,825
-58
| -3% | -$36.2K |
|
287
Equinor
EQNR
$61.2B
| $1.14M | 0.03% |
81,044
-3,869
| -5% | -$54.4K |
|
288
Cerence
CRNC
$450M
| $1.14M | 0.03% |
23,266
+2,989
| +15% | +$146K |
|
289
Sun Communities
SUI
$16.3B
| $1.14M | 0.03% |
8,084
-724
| -8% | -$102K |
|
290
Ingersoll Rand
IR
$31.3B
| $1.12M | 0.03% |
31,576
-3,595
| -10% | -$128K |
|
291
HubSpot
HUBS
$25.9B
| $1.12M | 0.03% |
3,840
+599
| +18% | +$175K |
|
292
Advanced Micro Devices
AMD
$257B
| $1.12M | 0.03% |
13,655
+550
| +4% | +$45.1K |
|
293
Popular Inc
BPOP
$8.34B
| $1.11M | 0.03% |
30,617
-323
| -1% | -$11.7K |
|
294
Boston Beer
SAM
$2.36B
| $1.08M | 0.03% |
+1,224
| New | +$1.08M |
|
295
Gen Digital
GEN
$17.9B
| $1.08M | 0.03% |
51,801
-291
| -0.6% | -$6.07K |
|
296
Five Below
FIVE
$7.71B
| $1.08M | 0.03% |
8,481
-1,653
| -16% | -$210K |
|
297
Dorman Products
DORM
$4.93B
| $1.07M | 0.03% |
11,783
-718
| -6% | -$64.9K |
|
298
T-Mobile US
TMUS
$272B
| $1.06M | 0.03% |
9,304
-35
| -0.4% | -$4K |
|
299
Vanguard S&P 500 ETF
VOO
$740B
| $1.06M | 0.03% |
3,438
+279
| +9% | +$85.9K |
|
300
Graco
GGG
$14B
| $1.05M | 0.03% |
17,183
-158
| -0.9% | -$9.69K |
|