PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+3.69%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.65B
AUM Growth
+$428M
(+13%)
Cap. Flow
+$323M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$72.9M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$67.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$64.5M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$54.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$42.5M |
Top Sells
| 1 |
Booking.com
BKNG
|
+$23.8M |
| 2 |
Apple
AAPL
|
+$10.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$9.23M |
| 4 |
Microsoft
MSFT
|
+$8.17M |
| 5 |
Procter & Gamble
PG
|
+$7.97M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 9.44% |
| 4 | Consumer Discretionary | 8.56% |
| 5 | Industrials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
426
Hershey
HSY
$37.5B
| $849K | 0.02% |
6,335
-7,024
| -53% | -$941K |
|
427
Dell
DELL
$84.1B
| $847K | 0.02% |
32,880
-3,139
| -9% | -$80.9K |
|
428
Vertex Pharmaceuticals
VRTX
$101B
| $847K | 0.02% |
4,618
-2,982
| -39% | -$547K |
|
429
Power Integrations
POWI
$2.48B
| $834K | 0.02% |
20,812
-1,308
| -6% | -$52.4K |
|
430
Graco
GGG
$14B
| $823K | 0.02% |
16,406
-641
| -4% | -$32.2K |
|
431
Cavco Industries
CVCO
$4.32B
| $814K | 0.02% |
5,165
-5,596
| -52% | -$882K |
|
432
Lloyds Banking Group
LYG
$67B
| $811K | 0.02% |
285,450
-4,304
| -1% | -$12.2K |
|
433
Ameriprise Financial
AMP
$46.9B
| $807K | 0.02% |
5,559
+1,489
| +37% | +$216K |
|
434
TSMC
TSM
$1.35T
| $807K | 0.02% |
20,602
+8,951
| +77% | +$351K |
|
435
Jacobs Solutions
J
$17.5B
| $803K | 0.02% |
11,507
-313
| -3% | -$21.8K |
|
436
VeriSign
VRSN
$26.7B
| $789K | 0.02% |
3,772
-1,508
| -29% | -$315K |
|
|
TCO
437
DELISTED
Taubman Centers Inc.
TCO
| $774K | 0.02% |
18,953
+220
| +1% | +$8.98K |
|
438
JD.com
JD
$47.7B
| $772K | 0.02% |
25,484
-102
| -0.4% | -$3.09K |
|
439
J.M. Smucker
SJM
$11.5B
| $772K | 0.02% |
6,704
-1,496
| -18% | -$172K |
|
440
Dover
DOV
$23.7B
| $771K | 0.02% |
7,694
-6,624
| -46% | -$664K |
|
|
TWTR
441
DELISTED
Twitter, Inc.
TWTR
| $763K | 0.02% |
21,866
-7,780
| -26% | -$271K |
|
442
SPDR S&P Dividend ETF
SDY
$20.5B
| $762K | 0.02% |
7,553
+1,361
| +22% | +$137K |
|
|
AD
443
Array Digital Infrastructure, Inc.
AD
$4.41B
| $761K | 0.02% |
17,045
-2,223
| -12% | -$99.2K |
|
444
Fidelity National Information Services
FIS
$34.9B
| $758K | 0.02% |
6,175
-4,350
| -41% | -$534K |
|
|
DISCK
445
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
| $756K | 0.02% |
26,565
+4,113
| +18% | +$117K |
|
446
Equity Lifestyle Properties
ELS
$11.9B
| $748K | 0.02% |
+12,326
| New | +$748K |
|
447
Parker-Hannifin
PH
$96.1B
| $748K | 0.02% |
4,400
-1,750
| -28% | -$298K |
|
448
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $741K | 0.02% |
10,398
+5,738
| +123% | +$409K |
|
449
MSC Industrial Direct
MSM
$5.09B
| $738K | 0.02% |
9,942
-203
| -2% | -$15.1K |
|
450
Royal Bank of Canada
RY
$203B
| $732K | 0.02% |
9,216
+2,158
| +31% | +$171K |
|