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 | |
|---|---|---|---|---|---|---|
351
RB Global
RBA
$21.8B
| $1.22M | 0.03% |
20,656
-32
| -0.2% | -$1.9K |
|
352
Elevance Health
ELV
$70.3B
| $1.19M | 0.03% |
3,126
+325
| +12% | +$124K |
|
|
AGR
353
DELISTED
Avangrid, Inc.
AGR
| $1.19M | 0.03% |
23,196
-74
| -0.3% | -$3.81K |
|
354
iShares GNMA Bond ETF
GNMA
$371M
| $1.19M | 0.03% |
23,828
+550
| +2% | +$27.5K |
|
355
T-Mobile US
TMUS
$272B
| $1.19M | 0.03% |
8,224
-372
| -4% | -$53.9K |
|
356
Rapid7
RPD
$1.28B
| $1.19M | 0.03% |
12,580
+170
| +1% | +$16.1K |
|
357
Dorman Products
DORM
$4.94B
| $1.18M | 0.03% |
11,340
-6
| -0.1% | -$622 |
|
358
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $1.17M | 0.03% |
10,344
-786
| -7% | -$89K |
|
359
Gates Industrial
GTES
$6.62B
| $1.16M | 0.03% |
64,348
+12,359
| +24% | +$223K |
|
360
Graco
GGG
$14B
| $1.16M | 0.03% |
15,337
-1,833
| -11% | -$139K |
|
361
Keysight
KEYS
$29.2B
| $1.15M | 0.03% |
7,439
+488
| +7% | +$75.4K |
|
362
Polaris
PII
$3.26B
| $1.14M | 0.03% |
8,288
+605
| +8% | +$82.9K |
|
363
Consumer Discretionary Select Sector SPDR Fund
XLY
$24.1B
| $1.13M | 0.03% |
6,342
-62
| -1% | -$11.1K |
|
364
SAP
SAP
$300B
| $1.11M | 0.02% |
7,927
+1,907
| +32% | +$268K |
|
365
American Electric Power
AEP
$58.5B
| $1.11M | 0.02% |
13,131
-548
| -4% | -$46.4K |
|
366
L3Harris
LHX
$52.3B
| $1.1M | 0.02% |
5,095
-293
| -5% | -$63.3K |
|
|
SYNH
367
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
| $1.09M | 0.02% |
12,182
+911
| +8% | +$81.5K |
|
368
DuPont de Nemours
DD
$32.4B
| $1.09M | 0.02% |
14,030
+2,858
| +26% | +$221K |
|
369
Texas Roadhouse
TXRH
$11.1B
| $1.08M | 0.02% |
11,239
+487
| +5% | +$46.8K |
|
370
Vanguard Total Bond Market
BND
$135B
| $1.08M | 0.02% |
12,531
+6,022
| +93% | +$517K |
|
371
Diamondback Energy
FANG
$39.8B
| $1.07M | 0.02% |
11,441
+2,870
| +33% | +$269K |
|
372
Oshkosh
OSK
$8.79B
| $1.07M | 0.02% |
8,584
+3
| +0% | +$374 |
|
373
Northern Trust
NTRS
$24.7B
| $1.06M | 0.02% |
9,175
+45
| +0.5% | +$5.2K |
|
374
Eagle Materials
EXP
$7.57B
| $1.06M | 0.02% |
7,459
+369
| +5% | +$52.4K |
|
375
Reliance Steel & Aluminium
RS
$15.3B
| $1.06M | 0.02% |
7,009
-58
| -0.8% | -$8.76K |
|