PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.16B
AUM Growth
-$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.95M
3
+$1.89M
4
O icon
Realty Income
O
+$1.87M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.72M

Top Sells

1
+$55.5M
2
+$35.1M
3
+$21.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$17.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.7M

Sector Composition

1 Technology 14.92%
2 Healthcare 9.01%
3 Consumer Discretionary 8.81%
4 Financials 8.81%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GMED icon
401
Globus Medical
GMED
$12.1B
$811K 0.02%
11,226
-341
KKR icon
402
KKR & Co
KKR
$116B
$801K 0.02%
+10,747
WBA
403
DELISTED
Walgreens Boots Alliance
WBA
$797K 0.02%
15,285
-2,019
TSCO icon
404
Tractor Supply
TSCO
$28.6B
$794K 0.02%
16,640
-4,030
VTV icon
405
Vanguard Value ETF
VTV
$154B
$792K 0.02%
5,381
-38
SDY icon
406
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$780K 0.02%
6,042
-1,920
XLV icon
407
State Street Health Care Select Sector SPDR ETF
XLV
$39.9B
$776K 0.02%
5,508
+110
SPGI icon
408
S&P Global
SPGI
$151B
$760K 0.02%
1,611
-1,246
DEA
409
Easterly Government Properties
DEA
$1B
$753K 0.02%
13,149
-358
PHG icon
410
Philips
PHG
$25.8B
$753K 0.02%
23,856
-14,553
POR icon
411
Portland General Electric
POR
$5.45B
$750K 0.02%
14,163
-375
BR icon
412
Broadridge
BR
$26.9B
$744K 0.02%
4,067
-850
RY icon
413
Royal Bank of Canada
RY
$226B
$743K 0.02%
7,000
GIS icon
414
General Mills
GIS
$24.6B
$740K 0.02%
10,981
-9,895
FTV icon
415
Fortive
FTV
$17.1B
$739K 0.02%
12,860
-2,732
ADI icon
416
Analog Devices
ADI
$138B
$733K 0.02%
4,173
-840
IGM icon
417
iShares Expanded Tech Sector ETF
IGM
$9.1B
$730K 0.02%
9,972
NAVI icon
418
Navient
NAVI
$1.21B
$727K 0.02%
34,277
-12,849
GD icon
419
General Dynamics
GD
$90.7B
$721K 0.02%
3,456
-1,610
ATH
420
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$721K 0.02%
8,657
-3,960
AVGO icon
421
Broadcom
AVGO
$1.82T
$717K 0.02%
10,780
-11,030
SO icon
422
Southern Company
SO
$96.2B
$717K 0.02%
10,455
-2,530
OSK icon
423
Oshkosh
OSK
$8.3B
$715K 0.02%
6,346
-2,218
JAZZ icon
424
Jazz Pharmaceuticals
JAZZ
$10.3B
$701K 0.02%
5,504
+122
SCHF icon
425
Schwab International Equity ETF
SCHF
$53.9B
$701K 0.02%
36,082
-2,838
15 16
17
18 19