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 | |
|---|---|---|---|---|---|---|
326
Snap-on
SNA
$17.4B
| $1.36M | 0.03% |
+6,095
| New | +$1.36M |
|
327
Allstate
ALL
$52.9B
| $1.34M | 0.03% |
10,287
-379
| -4% | -$49.4K |
|
328
BJs Wholesale Club
BJ
$13B
| $1.34M | 0.03% |
28,122
+1,742
| +7% | +$82.9K |
|
329
General Mills
GIS
$26.7B
| $1.33M | 0.03% |
21,841
-390
| -2% | -$23.8K |
|
330
Gen Digital
GEN
$18B
| $1.33M | 0.03% |
48,807
+2,499
| +5% | +$68K |
|
331
Exponent
EXPO
$3.55B
| $1.32M | 0.03% |
14,792
-699
| -5% | -$62.4K |
|
332
ASML
ASML
$320B
| $1.32M | 0.03% |
1,907
-9
| -0.5% | -$6.22K |
|
333
Burlington
BURL
$16.9B
| $1.32M | 0.03% |
4,090
-262
| -6% | -$84.4K |
|
334
Hershey
HSY
$37.4B
| $1.31M | 0.03% |
7,528
-50
| -0.7% | -$8.71K |
|
335
Booz Allen Hamilton
BAH
$12.9B
| $1.31M | 0.03% |
15,338
-553
| -3% | -$47.1K |
|
336
iShares Short-Term National Muni Bond ETF
SUB
$10.3B
| $1.3M | 0.03% |
12,088
+2,488
| +26% | +$268K |
|
337
ManpowerGroup
MAN
$1.79B
| $1.3M | 0.03% |
10,922
+148
| +1% | +$17.6K |
|
338
Lear
LEA
$5.63B
| $1.3M | 0.03% |
7,404
-194
| -3% | -$34K |
|
339
Charter Communications
CHTR
$36B
| $1.29M | 0.03% |
1,788
-52
| -3% | -$37.5K |
|
340
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.02B
| $1.29M | 0.03% |
31,835
+9,132
| +40% | +$369K |
|
341
Becton Dickinson
BDX
$53.7B
| $1.28M | 0.03% |
5,386
-816
| -13% | -$194K |
|
342
PPG Industries
PPG
$25B
| $1.27M | 0.03% |
7,505
-98
| -1% | -$16.6K |
|
343
Assured Guaranty
AGO
$3.94B
| $1.27M | 0.03% |
26,751
-508
| -2% | -$24.1K |
|
344
Molina Healthcare
MOH
$9.82B
| $1.27M | 0.03% |
5,017
+27
| +0.5% | +$6.84K |
|
345
Capital One
COF
$143B
| $1.26M | 0.03% |
8,160
-209
| -2% | -$32.3K |
|
346
MSC Industrial Direct
MSM
$5.09B
| $1.26M | 0.03% |
14,029
+223
| +2% | +$20K |
|
347
Quaker Houghton
KWR
$2.45B
| $1.25M | 0.03% |
5,272
+17
| +0.3% | +$4.03K |
|
348
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
| $1.24M | 0.03% |
42,214
-12,617
| -23% | -$370K |
|
349
MarketAxess Holdings
MKTX
$6.91B
| $1.23M | 0.03% |
2,649
-810
| -23% | -$375K |
|
350
Pinnacle Financial Partners
PNFP
$7.57B
| $1.22M | 0.03% |
13,869
+625
| +5% | +$55.2K |
|