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
$3.51B
AUM Growth
-$653M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$14.6M
2 +$14.3M
3 +$13.2M
4
MAR icon
Marriott International
MAR
+$10.4M
5
FCX icon
Freeport-McMoran
FCX
+$9.44M

Top Sells

1 +$29.4M
2 +$23.3M
3 +$22.2M
4
AAPL icon
Apple
AAPL
+$21.6M
5
AMZN icon
Amazon
AMZN
+$18.9M

Sector Composition

1 Technology 14.86%
2 Financials 9.4%
3 Healthcare 9.39%
4 Consumer Discretionary 7.88%
5 Industrials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SHY icon
26
iShares 1-3 Year Treasury Bond ETF
SHY
$23.7B
$32M 0.91%
383,433
-133,359
BRK.B icon
27
Berkshire Hathaway Class B
BRK.B
$1.09T
$31.7M 0.9%
89,899
+6,966
EEM icon
28
iShares MSCI Emerging Markets ETF
EEM
$20.7B
$30.9M 0.88%
684,925
-131,335
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$102B
$29.7M 0.84%
552,540
-73,440
DHR icon
30
Danaher
DHR
$160B
$29.3M 0.83%
112,737
-3,357
BAC icon
31
Bank of America
BAC
$396B
$28.5M 0.81%
692,112
-769
NEE icon
32
NextEra Energy
NEE
$174B
$27.6M 0.79%
325,790
-10,818
UNP icon
33
Union Pacific
UNP
$141B
$27.5M 0.78%
100,590
-3,351
SPIB icon
34
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$27.2M 0.77%
795,376
-147,008
MTUM icon
35
iShares MSCI USA Momentum Factor ETF
MTUM
$20.5B
$26M 0.74%
154,547
-138,378
USIG icon
36
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$25.8M 0.74%
469,169
+265,147
IVV icon
37
iShares Core S&P 500 ETF
IVV
$734B
$25M 0.71%
55,170
-17,976
IUSG icon
38
iShares Core S&P US Growth ETF
IUSG
$26.3B
$24.1M 0.69%
228,001
-19,364
SPYG icon
39
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.7B
$22.4M 0.64%
338,559
-54,868
TXN icon
40
Texas Instruments
TXN
$163B
$22.2M 0.63%
120,866
-14,014
AGG icon
41
iShares Core US Aggregate Bond ETF
AGG
$135B
$22.1M 0.63%
206,791
-45,270
MBB icon
42
iShares MBS ETF
MBB
$39.1B
$22.1M 0.63%
217,312
-40,843
CVX icon
43
Chevron
CVX
$304B
$21.6M 0.61%
132,614
-17,561
ZTS icon
44
Zoetis
ZTS
$53.1B
$21.6M 0.61%
114,304
-574
COP icon
45
ConocoPhillips
COP
$115B
$21.4M 0.61%
213,704
-12,160
ACN icon
46
Accenture
ACN
$167B
$20.4M 0.58%
60,364
-9,572
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$20.2M 0.58%
438,667
-40,042
SPYV icon
48
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$31.6B
$20.1M 0.57%
481,951
-10,034
IVE icon
49
iShares S&P 500 Value ETF
IVE
$47.4B
$20M 0.57%
128,642
-34,489
ADBE icon
50
Adobe
ADBE
$138B
$19.6M 0.56%
43,087
+274