PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
UnitedHealth
UNH
|
+$3.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
351
Ryder
R
$7.65B
| $1.12M | 0.04% |
13,355
+247
| +2% | +$20.8K |
|
352
Biglari Holdings Class B
BH
$943M
| $1.12M | 0.04% |
+4,065
| New | +$1.12M |
|
353
CareTrust REIT
CTRE
$7.62B
| $1.12M | 0.03% |
66,851
| – | – |
|
354
Apollo Global Management
APO
$79B
| $1.11M | 0.03% |
33,270
-1,775
| -5% | -$59.4K |
|
|
BIVV
355
DELISTED
Bioverativ Inc. Common Stock
BIVV
| $1.11M | 0.03% |
20,495
-5,127
| -20% | -$276K |
|
|
MDC
356
DELISTED
M.D.C. Holdings, Inc.
MDC
| $1.1M | 0.03% |
40,325
-897
| -2% | -$24.5K |
|
|
DFS
357
DELISTED
Discover Financial Services
DFS
| $1.1M | 0.03% |
14,264
+903
| +7% | +$69.4K |
|
358
Invesco Biotechnology & Genome ETF
PBE
$224M
| $1.1M | 0.03% |
23,230
-65
| -0.3% | -$3.07K |
|
359
Estee Lauder
EL
$30.1B
| $1.09M | 0.03% |
+8,586
| New | +$1.09M |
|
360
Archer Daniels Midland
ADM
$29.6B
| $1.09M | 0.03% |
27,069
-329
| -1% | -$13.2K |
|
361
Smith & Nephew
SNN
$16.4B
| $1.08M | 0.03% |
30,900
-23,567
| -43% | -$825K |
|
362
Avnet
AVT
$4.46B
| $1.07M | 0.03% |
27,021
-2,213
| -8% | -$87.7K |
|
363
Yum! Brands
YUM
$41.5B
| $1.07M | 0.03% |
13,118
+1,587
| +14% | +$130K |
|
364
Schwab US Large- Cap ETF
SCHX
$60.3B
| $1.07M | 0.03% |
100,458
-73,896
| -42% | -$786K |
|
365
Western Digital
WDC
$33.9B
| $1.07M | 0.03% |
17,744
+722
| +4% | +$43.4K |
|
|
PARA
366
DELISTED
Paramount Global Class B
PARA
| $1.06M | 0.03% |
18,012
-550
| -3% | -$32.4K |
|
367
Synopsys
SNPS
$79B
| $1.06M | 0.03% |
12,396
+311
| +3% | +$26.5K |
|
368
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
| $1.05M | 0.03% |
21,504
+7,575
| +54% | +$370K |
|
369
Equity Residential
EQR
$25.4B
| $1.03M | 0.03% |
16,081
-92
| -0.6% | -$5.86K |
|
370
United Rentals
URI
$60.4B
| $1.02M | 0.03% |
+5,942
| New | +$1.02M |
|
371
Tri Pointe Homes
TPH
$3.09B
| $1.01M | 0.03% |
56,194
-500
| -0.9% | -$8.96K |
|
372
Empire State Realty Trust
ESRT
$1.34B
| $1M | 0.03% |
48,779
| – | – |
|
373
Dorman Products
DORM
$4.93B
| $992K | 0.03% |
16,234
-704
| -4% | -$43K |
|
|
TTM
374
DELISTED
Tata Motors Limited
TTM
| $988K | 0.03% |
29,873
-15,660
| -34% | -$518K |
|
375
GSK
GSK
$82.2B
| $987K | 0.03% |
22,258
-3,144
| -12% | -$139K |
|