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 | |
|---|---|---|---|---|---|---|
301
Datadog
DDOG
$48.1B
| $1.57M | 0.04% |
15,082
| – | – |
|
302
Prosperity Bancshares
PB
$6.42B
| $1.57M | 0.04% |
21,818
+99
| +0.5% | +$7.11K |
|
303
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $1.56M | 0.04% |
34,362
-36,205
| -51% | -$1.65M |
|
304
Advanced Micro Devices
AMD
$260B
| $1.54M | 0.03% |
16,402
-1,261
| -7% | -$118K |
|
305
Ingersoll Rand
IR
$31.6B
| $1.53M | 0.03% |
31,398
+597
| +2% | +$29.1K |
|
306
Cardinal Health
CAH
$36.4B
| $1.53M | 0.03% |
26,841
+227
| +0.9% | +$13K |
|
307
Schwab US Large- Cap ETF
SCHX
$60.3B
| $1.53M | 0.03% |
88,254
+1,380
| +2% | +$23.9K |
|
308
Stryker
SYK
$147B
| $1.53M | 0.03% |
5,882
-35
| -0.6% | -$9.09K |
|
309
Equinor
EQNR
$61.2B
| $1.52M | 0.03% |
71,510
+285
| +0.4% | +$6.04K |
|
310
DocuSign
DOCU
$16.2B
| $1.52M | 0.03% |
5,420
-70
| -1% | -$19.6K |
|
311
Kinder Morgan
KMI
$61.5B
| $1.5M | 0.03% |
82,290
+1,193
| +1% | +$21.7K |
|
312
Entegris
ENTG
$13.1B
| $1.5M | 0.03% |
12,158
+462
| +4% | +$56.8K |
|
313
Consolidated Edison
ED
$35.3B
| $1.49M | 0.03% |
20,818
-1,512
| -7% | -$108K |
|
314
Timken Company
TKR
$5.43B
| $1.49M | 0.03% |
18,497
-101
| -0.5% | -$8.14K |
|
315
Bank of New York Mellon
BK
$74.7B
| $1.48M | 0.03% |
28,938
-90
| -0.3% | -$4.61K |
|
316
Voya Financial
VOYA
$7.44B
| $1.48M | 0.03% |
24,041
+3,849
| +19% | +$237K |
|
317
Dimensional US Core Equity 2 ETF
DFAC
$37.7B
| $1.48M | 0.03% |
+54,690
| New | +$1.48M |
|
318
Yum China
YUMC
$16B
| $1.48M | 0.03% |
22,267
-81
| -0.4% | -$5.37K |
|
319
Philips
PHG
$26.8B
| $1.45M | 0.03% |
34,040
-490
| -1% | -$20.9K |
|
320
First American
FAF
$6.89B
| $1.45M | 0.03% |
23,215
-133
| -0.6% | -$8.29K |
|
321
Sun Communities
SUI
$16.3B
| $1.44M | 0.03% |
8,423
+3
| +0% | +$514 |
|
322
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.28B
| $1.41M | 0.03% |
10,638
+400
| +4% | +$53.1K |
|
323
Five Below
FIVE
$7.74B
| $1.39M | 0.03% |
7,210
-296
| -4% | -$57.2K |
|
324
Otis Worldwide
OTIS
$34.8B
| $1.37M | 0.03% |
16,748
-2,311
| -12% | -$189K |
|
325
AutoNation
AN
$8.43B
| $1.37M | 0.03% |
14,425
-112
| -0.8% | -$10.6K |
|