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 | |
|---|---|---|---|---|---|---|
301
Cognex
CGNX
$7.45B
| $1.54M | 0.03% |
19,139
-570
| -3% | -$45.7K |
|
302
Stryker
SYK
$146B
| $1.53M | 0.03% |
5,791
-91
| -2% | -$24K |
|
303
Sun Communities
SUI
$16.4B
| $1.53M | 0.03% |
8,243
-180
| -2% | -$33.3K |
|
304
Consolidated Edison
ED
$35.2B
| $1.51M | 0.03% |
20,790
-28
| -0.1% | -$2.03K |
|
305
Zimmer Biomet
ZBH
$20.7B
| $1.51M | 0.03% |
10,604
-305
| -3% | -$43.3K |
|
306
Bar Harbor Bankshares
BHB
$531M
| $1.49M | 0.03% |
53,163
-14,803
| -22% | -$415K |
|
307
Voya Financial
VOYA
$7.39B
| $1.49M | 0.03% |
24,198
+157
| +0.7% | +$9.64K |
|
308
Cardinal Health
CAH
$35.6B
| $1.48M | 0.03% |
29,979
+3,138
| +12% | +$155K |
|
309
Bank of New York Mellon
BK
$73.3B
| $1.48M | 0.03% |
28,520
-418
| -1% | -$21.7K |
|
310
Schwab US Large- Cap ETF
SCHX
$60.3B
| $1.47M | 0.03% |
84,588
-3,666
| -4% | -$63.6K |
|
311
Philips
PHG
$27.2B
| $1.46M | 0.03% |
38,409
+4,369
| +13% | +$166K |
|
312
Dimensional US Core Equity 2 ETF
DFAC
$37.8B
| $1.46M | 0.03% |
54,758
+68
| +0.1% | +$1.81K |
|
313
DocuSign
DOCU
$16.1B
| $1.44M | 0.03% |
5,611
+191
| +4% | +$49.2K |
|
314
Lithia Motors
LAD
$8.64B
| $1.44M | 0.03% |
4,546
-70
| -2% | -$22.2K |
|
315
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $1.44M | 0.03% |
33,880
-482
| -1% | -$20.5K |
|
316
Rapid7
RPD
$1.26B
| $1.44M | 0.03% |
12,741
+161
| +1% | +$18.2K |
|
317
Cigna
CI
$80.7B
| $1.44M | 0.03% |
7,181
-136
| -2% | -$27.2K |
|
318
SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.61B
| $1.43M | 0.03% |
16,418
+6,637
| +68% | +$578K |
|
319
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $1.43M | 0.03% |
13,293
+1,205
| +10% | +$130K |
|
320
Entegris
ENTG
$12.6B
| $1.43M | 0.03% |
11,344
-814
| -7% | -$102K |
|
321
First American
FAF
$6.93B
| $1.41M | 0.03% |
21,093
-2,122
| -9% | -$142K |
|
322
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.35B
| $1.41M | 0.03% |
10,838
+200
| +2% | +$26K |
|
323
Snap-on
SNA
$16.9B
| $1.4M | 0.03% |
6,706
+611
| +10% | +$128K |
|
324
Kinder Morgan
KMI
$61.3B
| $1.39M | 0.03% |
82,947
+657
| +0.8% | +$11K |
|
325
RPM International
RPM
$16.5B
| $1.39M | 0.03% |
17,830
-1,414
| -7% | -$110K |
|