PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+3.33%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$2.7B
AUM Growth
+$802M
(+42%)
Cap. Flow
+$737M
Cap. Flow
% of AUM
27.29%
Top 10 Holdings %
Top 10 Hldgs %
22.2%
Holding
1,064
New
183
Increased
338
Reduced
208
Closed
34
Top Buys
| 1 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$64.1M |
| 2 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$54.1M |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
+$53.5M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$31.6M |
| 5 |
SPDR Gold Trust
GLD
|
+$21.1M |
Top Sells
| 1 |
Lam Research
LRCX
|
+$14M |
| 2 |
Wells Fargo
WFC
|
+$7.97M |
| 3 |
ITC
ITC HOLDINGS CORP
ITC
|
+$7.87M |
| 4 |
Vodafone
VOD
|
+$2.36M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$1.71M |
Sector Composition
| 1 | Healthcare | 12.92% |
| 2 | Technology | 12.34% |
| 3 | Financials | 11.71% |
| 4 | Industrials | 9.49% |
| 5 | Consumer Discretionary | 9.32% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
476
iShares US Real Estate ETF
IYR
$3.66B
| $437K | 0.02% |
5,682
-1,898
| -25% | -$146K |
|
477
American Tower
AMT
$92B
| $429K | 0.02% |
4,051
+195
| +5% | +$20.7K |
|
478
Hubbell
HUBB
$24B
| $429K | 0.02% |
3,674
| – | – |
|
|
GXP
479
DELISTED
Great Plains Energy Incorporated
GXP
| $429K | 0.02% |
15,700
+14,699
| +1,468% | +$402K |
|
480
T Rowe Price
TROW
$23.4B
| $427K | 0.02% |
5,682
-1,635
| -22% | -$123K |
|
481
Biogen
BIIB
$21.8B
| $423K | 0.02% |
1,490
-40
| -3% | -$11.4K |
|
482
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $420K | 0.02% |
12,715
+75
| +0.6% | +$2.48K |
|
483
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $420K | 0.02% |
8,616
+96
| +1% | +$4.68K |
|
|
DHC
484
Diversified Healthcare Trust
DHC
$1.05B
| $418K | 0.02% |
+22,056
| New | +$418K |
|
485
Yum China
YUMC
$16.5B
| $418K | 0.02% |
+16,045
| New | +$418K |
|
|
INVX
486
Innovex International, Inc.
INVX
$1.15B
| $411K | 0.02% |
6,852
-38
| -0.6% | -$2.28K |
|
487
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.13B
| $410K | 0.02% |
13,446
+10,391
| +340% | +$317K |
|
|
PDCE
488
DELISTED
PDC Energy, Inc.
PDCE
| $409K | 0.02% |
5,637
+22
| +0.4% | +$1.6K |
|
489
Albemarle
ALB
$8.83B
| $406K | 0.02% |
4,712
-204
| -4% | -$17.6K |
|
490
Teradyne
TER
$18.4B
| $406K | 0.02% |
16,000
| – | – |
|
491
Tapestry
TPR
$21.9B
| $404K | 0.01% |
11,521
+3,571
| +45% | +$125K |
|
492
Ashland
ASH
$2.42B
| $398K | 0.01% |
7,448
-3,066
| -29% | -$164K |
|
493
Starwood Property Trust
STWD
$7.6B
| $392K | 0.01% |
17,870
-1,407
| -7% | -$30.9K |
|
494
Tesla
TSLA
$1.19T
| $390K | 0.01% |
27,420
+3,945
| +17% | +$56.1K |
|
495
WPP
WPP
$5.87B
| $387K | 0.01% |
3,490
-13,943
| -80% | -$1.55M |
|
|
UMPQ
496
DELISTED
Umpqua Holdings Corp
UMPQ
| $371K | 0.01% |
19,777
-11,258
| -36% | -$211K |
|
497
Equifax
EFX
$30.3B
| $367K | 0.01% |
3,100
| – | – |
|
|
SPN
498
DELISTED
Superior Energy Services, Inc.
SPN
| $366K | 0.01% |
21,709
-672
| -3% | -$11.3K |
|
499
Teva Pharmaceuticals
TEVA
$22.8B
| $365K | 0.01% |
10,089
-10,219
| -50% | -$370K |
|
500
iShares Core US Aggregate Bond ETF
AGG
$132B
| $361K | 0.01% |
3,342
+200
| +6% | +$21.6K |
|