PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.26%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.47B
AUM Growth
+$280M
(+6.7%)
Cap. Flow
-$753K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$16.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.8M |
| 3 |
NVIDIA
NVDA
|
+$8.09M |
| 4 |
McKesson
MCK
|
+$6.52M |
| 5 |
Whirlpool
WHR
|
+$5.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 2 |
iShares Global REIT ETF
REET
|
+$8.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.42M |
| 4 |
Abbott
ABT
|
+$7.12M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.59M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 8.28% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 5.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Meta Platforms (Facebook)
META
$1.88T
| $37.3M | 0.83% |
107,224
+6,018
| +6% | +$2.09M |
|
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.4B
| $36.9M | 0.83% |
544,758
+9,715
| +2% | +$659K |
|
28
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $34.6M | 0.77% |
942,258
+21,537
| +2% | +$790K |
|
29
Honeywell
HON
$136B
| $34.3M | 0.77% |
156,498
-3,769
| -2% | -$827K |
|
30
UnitedHealth
UNH
$326B
| $33.7M | 0.75% |
84,157
+779
| +0.9% | +$312K |
|
31
iShares MBS ETF
MBB
$41.4B
| $33.5M | 0.75% |
309,942
-42,066
| -12% | -$4.55M |
|
32
Bank of America
BAC
$376B
| $32.3M | 0.72% |
783,799
+26,128
| +3% | +$1.08M |
|
|
33
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.6B
| $30.4M | 0.68% |
482,332
-104,599
| -18% | -$6.59M |
|
34
iShares Core S&P US Growth ETF
IUSG
$25.3B
| $30.1M | 0.67% |
298,068
-5,930
| -2% | -$599K |
|
35
Costco
COST
$427B
| $30.1M | 0.67% |
76,015
-1,523
| -2% | -$603K |
|
36
Danaher
DHR
$138B
| $29.8M | 0.67% |
125,220
-10,231
| -8% | -$2.43M |
|
37
PayPal
PYPL
$64.2B
| $29.4M | 0.66% |
101,024
+1,499
| +2% | +$437K |
|
38
iShares S&P 500 Value ETF
IVE
$41.3B
| $28.4M | 0.64% |
192,225
+23,031
| +14% | +$3.4M |
|
|
39
NVIDIA
NVDA
$4.33T
| $28.1M | 0.63% |
1,402,680
+404,240
| +40% | +$8.09M |
|
40
Texas Instruments
TXN
$167B
| $27.5M | 0.62% |
142,970
-317
| -0.2% | -$61K |
|
41
SPDR Dow Jones Global Real Estate ETF
RWO
$1.15B
| $27.2M | 0.61% |
527,689
-45,673
| -8% | -$2.35M |
|
42
Adobe
ADBE
$148B
| $26.7M | 0.6% |
45,659
-418
| -0.9% | -$245K |
|
43
iShares Russell 1000 Growth ETF
IWF
$120B
| $26.7M | 0.6% |
98,198
-1,033
| -1% | -$280K |
|
44
NextEra Energy, Inc.
NEE
$148B
| $26.6M | 0.59% |
362,561
-5,711
| -2% | -$418K |
|
45
iShares Core US Aggregate Bond ETF
AGG
$132B
| $26.6M | 0.59% |
230,330
+5,948
| +3% | +$686K |
|
46
Nike
NKE
$109B
| $26.2M | 0.59% |
169,306
-10,599
| -6% | -$1.64M |
|
47
Vanguard FTSE Emerging Markets ETF
VWO
$100B
| $25.6M | 0.57% |
470,741
+2,423
| +0.5% | +$132K |
|
48
iShares MSCI EAFE Value ETF
EFV
$28.1B
| $25.4M | 0.57% |
491,518
-10,760
| -2% | -$557K |
|
49
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.9B
| $25.3M | 0.57% |
341,290
-9,259
| -3% | -$687K |
|
50
Berkshire Hathaway Class B
BRK.B
$1.07T
| $24.6M | 0.55% |
88,583
-525
| -0.6% | -$146K |
|