PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
UnitedHealth
UNH
|
+$3.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
Berkshire Hathaway Class B
BRK.B
$1.07T
| $25.9M | 0.81% |
130,581
-1,182
| -0.9% | -$234K |
|
|
27
UnitedHealth
UNH
$319B
| $24.2M | 0.75% |
109,599
-14,668
| -12% | -$3.23M |
|
28
SPDR Gold Trust
GLD
$115B
| $23.9M | 0.75% |
193,398
+6,326
| +3% | +$782K |
|
29
Meta Platforms (Facebook)
META
$1.9T
| $23.8M | 0.74% |
134,742
+10,452
| +8% | +$1.84M |
|
30
Oracle
ORCL
$830B
| $23.1M | 0.72% |
489,526
-8,235
| -2% | -$389K |
|
31
Thermo Fisher Scientific
TMO
$181B
| $22.9M | 0.72% |
120,850
-3,003
| -2% | -$570K |
|
32
Pfizer
PFE
$136B
| $22.9M | 0.71% |
666,178
-8,030
| -1% | -$276K |
|
33
SPDR S&P 500 ETF Trust
SPY
$670B
| $22.5M | 0.7% |
84,265
-6,657
| -7% | -$1.78M |
|
34
IBM
IBM
$236B
| $21.7M | 0.68% |
147,971
-6,508
| -4% | -$955K |
|
35
Blackrock
BLK
$174B
| $21.6M | 0.67% |
41,956
+700
| +2% | +$360K |
|
36
KeyCorp
KEY
$20.9B
| $21.3M | 0.67% |
1,057,890
-15,973
| -1% | -$322K |
|
37
Booking.com
BKNG
$177B
| $21.2M | 0.66% |
12,175
+235
| +2% | +$408K |
|
38
Abbott
ABT
$233B
| $20.8M | 0.65% |
365,104
+95
| +0% | +$5.42K |
|
39
AT&T
T
$211B
| $20.2M | 0.63% |
689,117
-36,647
| -5% | -$1.08M |
|
40
Amazon
AMZN
$2.43T
| $19.3M | 0.6% |
330,240
-10,120
| -3% | -$592K |
|
41
Medtronic
MDT
$121B
| $19.2M | 0.6% |
238,233
-12,210
| -5% | -$986K |
|
42
Verizon
VZ
$185B
| $19.1M | 0.6% |
360,387
-28,113
| -7% | -$1.49M |
|
43
NextEra Energy, Inc.
NEE
$148B
| $19M | 0.59% |
487,740
-1,356
| -0.3% | -$52.9K |
|
|
44
Bank of America
BAC
$375B
| $19M | 0.59% |
642,849
+287,066
| +81% | +$8.47M |
|
45
Amgen
AMGN
$149B
| $18.1M | 0.57% |
104,243
-12,268
| -11% | -$2.13M |
|
46
Wells Fargo
WFC
$261B
| $18.1M | 0.56% |
297,856
-28,204
| -9% | -$1.71M |
|
47
iShares US Home Construction ETF
ITB
$3.26B
| $17.8M | 0.56% |
408,185
-593
| -0.1% | -$25.9K |
|
48
Schlumberger
SLB
$53.1B
| $17.2M | 0.54% |
255,166
-44,401
| -15% | -$2.99M |
|
49
Cummins
CMI
$56.5B
| $16.8M | 0.52% |
94,887
+2,666
| +3% | +$471K |
|
50
Chubb
CB
$111B
| $16.8M | 0.52% |
114,644
+812
| +0.7% | +$119K |
|