PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
This Quarter Return
+3.33%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$2.95B
AUM Growth
+$2.95B
(+2.8%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
22.72%
Holding
1,121
New
61
Increased
309
Reduced
317
Closed
75
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
$4.57M |
| 2 |
Amazon
AMZN
|
$4.37M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.12M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.41M |
| 5 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$3.2M |
Top Sells
| 1 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$15.7M |
| 2 |
McDonald's
MCD
|
$10.7M |
| 3 |
Lockheed Martin
LMT
|
$5.12M |
| 4 |
Constellation Brands
STZ
|
$3.53M |
| 5 |
AT&T
T
|
$3.48M |
Sector Composition
| 1 | Technology | 13.16% |
| 2 | Healthcare | 12.97% |
| 3 | Financials | 11.55% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$2.57T
| $24.5M | 0.83% | 26,382 +234 | +0.9% | +$218K |
|
27
Oracle
ORCL
$635B
| $24.5M | 0.83% | 488,860 -488 | -0.1% | -$24.5K |
|
28
Visa
V
$683B
| $23.1M | 0.78% | 246,562 -6,323 | -3% | -$593K |
|
29
SPDR Gold Trust
GLD
$107B
| $22.8M | 0.77% | 193,224 -4,540 | -2% | -$536K |
|
|
30
SPDR S&P 500 ETF Trust
SPY
$658B
| $22.5M | 0.76% | 93,146 +14,102 | +18% | +$3.41M |
|
31
Booking.com
BKNG
$181B
| $22.5M | 0.76% | 12,008 +103 | +0.9% | +$193K |
|
32
Medtronic
MDT
$119B
| $22.1M | 0.75% | 249,006 +1,974 | +0.8% | +$175K |
|
33
Berkshire Hathaway Class B
BRK.B
$1.09T
| $22M | 0.75% | 129,919 -2,569 | -2% | -$435K |
|
34
Thermo Fisher Scientific
TMO
$186B
| $21.8M | 0.74% | 125,065 -3,055 | -2% | -$533K |
|
35
Pfizer
PFE
$141B
| $21M | 0.71% | 625,376 -4,009 | -0.6% | -$135K |
|
|
36
AT&T
T
$209B
| $20.8M | 0.71% | 552,197 -92,284 | -14% | -$3.48M |
|
37
KeyCorp
KEY
$21.2B
| $19.8M | 0.67% | 1,055,370 +19,771 | +2% | +$370K |
|
38
Schlumberger
SLB
$55B
| $19.4M | 0.66% | 294,876 +10,312 | +4% | +$679K |
|
39
Amgen
AMGN
$155B
| $19M | 0.64% | 110,093 +3,211 | +3% | +$553K |
|
40
UnitedHealth
UNH
$281B
| $18.5M | 0.63% | 99,900 +629 | +0.6% | +$117K |
|
41
CVS Health
CVS
$92.8B
| $18.5M | 0.63% | 229,379 -6,157 | -3% | -$495K |
|
42
Wells Fargo
WFC
$263B
| $18.2M | 0.62% | 329,057 -14,757 | -4% | -$818K |
|
43
Meta Platforms (Facebook)
META
$1.86T
| $18M | 0.61% | 119,144 +14,368 | +14% | +$2.17M |
|
44
Blackrock
BLK
$175B
| $17.7M | 0.6% | 41,835 +298 | +0.7% | +$126K |
|
45
MetLife
MET
$54.1B
| $17.5M | 0.59% | 318,520 -11,212 | -3% | -$616K |
|
46
Abbott
ABT
$231B
| $17.4M | 0.59% | 358,906 +8,477 | +2% | +$412K |
|
47
Verizon
VZ
$186B
| $17.3M | 0.59% | 388,440 -16,324 | -4% | -$729K |
|
|
CELG
48
DELISTED
Celgene Corp
CELG
| $17M | 0.58% | 131,262 +153 | +0.1% | +$19.9K |
|
49
Chubb
CB
$110B
| $17M | 0.58% | 117,086 +848 | +0.7% | +$123K |
|
50
Altria Group
MO
$113B
| $16.8M | 0.57% | 224,931 +6,632 | +3% | +$494K |
|