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 | |
|---|---|---|---|---|---|---|
26
Thermo Fisher Scientific
TMO
$181B
| $32.9M | 0.9% |
112,095
-6,947
| -6% | -$2.04M |
|
27
PepsiCo
PEP
$197B
| $31.7M | 0.87% |
241,742
-31,271
| -11% | -$4.1M |
|
28
Walt Disney
DIS
$208B
| $29.4M | 0.8% |
210,559
-12,666
| -6% | -$1.77M |
|
29
Alphabet (Google) Class C
GOOG
$2.92T
| $29.4M | 0.8% |
543,980
-14,460
| -3% | -$782K |
|
30
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $27.3M | 0.75% |
780,246
+762,597
| +4,321% | +$26.6M |
|
|
31
Berkshire Hathaway Class B
BRK.B
$1.07T
| $27.1M | 0.74% |
127,126
-18,089
| -12% | -$3.86M |
|
32
ProShares VIX Short-Term Futures ETF
VIXY
$80.7M
| $26M | 0.71% |
15,213
+1,134
| +8% | +$1.94M |
|
|
33
Alphabet (Google) Class A
GOOGL
$2.91T
| $25.8M | 0.71% |
477,100
-26,540
| -5% | -$1.44M |
|
34
Bank of America
BAC
$375B
| $25.7M | 0.7% |
887,348
-28,852
| -3% | -$837K |
|
35
Abbott
ABT
$233B
| $24.4M | 0.67% |
290,390
-53,328
| -16% | -$4.48M |
|
36
Meta Platforms (Facebook)
META
$1.9T
| $24.3M | 0.67% |
126,147
-80
| -0.1% | -$15.4K |
|
37
Danaher
DHR
$136B
| $24.2M | 0.66% |
190,774
-10,556
| -5% | -$1.34M |
|
38
UnitedHealth
UNH
$319B
| $24.1M | 0.66% |
98,904
-3,944
| -4% | -$962K |
|
39
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $23.5M | 0.64% |
479,761
-38,324
| -7% | -$1.88M |
|
40
iShares Core S&P Mid-Cap ETF
IJH
$101B
| $23M | 0.63% |
591,835
+545,540
| +1,178% | +$21.2M |
|
41
NextEra Energy, Inc.
NEE
$148B
| $23M | 0.63% |
448,972
-36,032
| -7% | -$1.85M |
|
|
42
Procter & Gamble
PG
$370B
| $23M | 0.63% |
209,488
-72,689
| -26% | -$7.97M |
|
43
SPDR Gold Trust
GLD
$115B
| $22.2M | 0.61% |
166,969
-3,787
| -2% | -$504K |
|
44
Costco
COST
$429B
| $21.9M | 0.6% |
82,877
-4,537
| -5% | -$1.2M |
|
45
TJX Companies
TJX
$155B
| $20.4M | 0.56% |
385,988
+19,889
| +5% | +$1.05M |
|
46
Exxon Mobil
XOM
$478B
| $19.4M | 0.53% |
253,353
-79,970
| -24% | -$6.13M |
|
47
iShares Core US Aggregate Bond ETF
AGG
$132B
| $19.4M | 0.53% |
173,925
+161,627
| +1,314% | +$18M |
|
48
iShares Russell 1000 Value ETF
IWD
$63.8B
| $19.2M | 0.53% |
150,945
+3,346
| +2% | +$426K |
|
49
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
| $18.9M | 0.52% |
287,124
+282,750
| +6,464% | +$18.7M |
|
50
Pfizer
PFE
$136B
| $18.5M | 0.51% |
449,098
-136,811
| -23% | -$5.62M |
|