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
$4.16B
AUM Growth
-$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.95M
3
+$1.89M
4
O icon
Realty Income
O
+$1.87M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.72M

Top Sells

1
+$55.5M
2
+$35.1M
3
+$21.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$17.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.7M

Sector Composition

1 Technology 14.92%
2 Healthcare 9.01%
3 Consumer Discretionary 8.81%
4 Financials 8.81%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
26
iShares Gold Trust
IAU
$65.5B
$37.4M 0.9%
1,073,486
-364,581
IJH icon
27
iShares Core S&P Mid-Cap ETF
IJH
$102B
$35.4M 0.85%
625,980
-67,500
NVDA icon
28
NVIDIA
NVDA
$4.46T
$35.3M 0.85%
1,200,650
-235,220
IVV icon
29
iShares Core S&P 500 ETF
IVV
$734B
$34.9M 0.84%
73,146
-24,581
SPIB icon
30
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
$34.1M 0.82%
942,384
-815
DHR icon
31
Danaher
DHR
$160B
$33.9M 0.81%
116,094
-7,063
V icon
32
Visa
V
$631B
$33.5M 0.8%
154,496
-15,659
NEE icon
33
NextEra Energy
NEE
$174B
$31.4M 0.75%
336,608
-19,393
BAC icon
34
Bank of America
BAC
$396B
$30.8M 0.74%
692,881
-80,677
META icon
35
Meta Platforms (Facebook)
META
$1.67T
$29.6M 0.71%
87,884
-17,992
HON icon
36
Honeywell
HON
$122B
$29.1M 0.7%
139,681
-13,108
ACN icon
37
Accenture
ACN
$167B
$29M 0.7%
69,936
-1,346
AGG icon
38
iShares Core US Aggregate Bond ETF
AGG
$135B
$28.8M 0.69%
252,061
+18,455
IUSG icon
39
iShares Core S&P US Growth ETF
IUSG
$26.3B
$28.6M 0.69%
247,365
-44,213
SPYG icon
40
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$45.7B
$28.5M 0.68%
393,427
-73,216
ZTS icon
41
Zoetis
ZTS
$53.1B
$28M 0.67%
114,878
-4,556
MBB icon
42
iShares MBS ETF
MBB
$39.1B
$27.7M 0.67%
258,155
-26,040
UNP icon
43
Union Pacific
UNP
$141B
$26.2M 0.63%
103,941
-2,495
IVE icon
44
iShares S&P 500 Value ETF
IVE
$47.4B
$25.6M 0.61%
163,131
-32,990
TXN icon
45
Texas Instruments
TXN
$163B
$25.4M 0.61%
134,880
-6,926
BRK.B icon
46
Berkshire Hathaway Class B
BRK.B
$1.09T
$24.8M 0.6%
82,933
-8,591
NKE icon
47
Nike
NKE
$97.1B
$24.8M 0.59%
148,598
-19,214
ADBE icon
48
Adobe
ADBE
$138B
$24.3M 0.58%
42,813
-1,738
VWO icon
49
Vanguard FTSE Emerging Markets ETF
VWO
$104B
$23.7M 0.57%
478,709
+3,205
PEP icon
50
PepsiCo
PEP
$201B
$23.6M 0.57%
135,645
-13,928
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