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 | |
|---|---|---|---|---|---|---|
501
Baidu
BIDU
$39.5B
| $540K | 0.01% |
+2,646
| New | +$540K |
|
502
Hain Celestial
HAIN
$194M
| $540K | 0.01% |
13,466
-244
| -2% | -$9.79K |
|
503
Amphenol
APH
$145B
| $535K | 0.01% |
15,640
| – | – |
|
504
HP
HPQ
$26.1B
| $534K | 0.01% |
17,674
+3,789
| +27% | +$114K |
|
|
JWN
505
DELISTED
Nordstrom
JWN
| $533K | 0.01% |
14,586
+2,394
| +20% | +$87.5K |
|
506
XPO
XPO
$15.3B
| $525K | 0.01% |
10,851
+176
| +2% | +$8.52K |
|
507
Vanguard Mega Cap Growth ETF
MGK
$29.7B
| $522K | 0.01% |
2,258
| – | – |
|
508
Peloton Interactive
PTON
$3.09B
| $513K | 0.01% |
4,138
+710
| +21% | +$88K |
|
509
Roper Technologies
ROP
$55.2B
| $510K | 0.01% |
1,085
+11
| +1% | +$5.17K |
|
510
Industrial Select Sector SPDR Fund
XLI
$23.3B
| $507K | 0.01% |
4,954
+171
| +4% | +$17.5K |
|
511
Dynatrace
DT
$14.8B
| $501K | 0.01% |
8,575
-328
| -4% | -$19.2K |
|
512
Moderna
MRNA
$9.15B
| $499K | 0.01% |
2,124
+120
| +6% | +$28.2K |
|
513
Okta
OKTA
$15.9B
| $497K | 0.01% |
2,033
-80
| -4% | -$19.6K |
|
514
DexCom
DXCM
$29.9B
| $495K | 0.01% |
4,640
-768
| -14% | -$81.9K |
|
515
Brighthouse Financial
BHF
$2.8B
| $494K | 0.01% |
10,839
-18
| -0.2% | -$820 |
|
516
Schneider National
SNDR
$4.18B
| $486K | 0.01% |
22,331
-342
| -2% | -$7.44K |
|
517
Fidelity National Information Services
FIS
$34.9B
| $482K | 0.01% |
3,405
-131
| -4% | -$18.5K |
|
|
INN
518
Summit Hotel Properties
INN
$623M
| $479K | 0.01% |
51,308
+3,535
| +7% | +$33K |
|
519
Fortune Brands Innovations
FBIN
$7.12B
| $474K | 0.01% |
5,567
-91
| -2% | -$7.75K |
|
520
Sherwin-Williams
SHW
$89.8B
| $474K | 0.01% |
1,741
-11
| -0.6% | -$3K |
|
521
Energy Select Sector SPDR Fund
XLE
$26.9B
| $473K | 0.01% |
8,777
-300
| -3% | -$16.2K |
|
522
D.R. Horton
DHI
$53B
| $470K | 0.01% |
5,202
-4,200
| -45% | -$379K |
|
523
Southwest Airlines
LUV
$16.6B
| $469K | 0.01% |
8,836
-114
| -1% | -$6.05K |
|
524
Microchip Technology
MCHP
$34.9B
| $469K | 0.01% |
6,266
-1,280
| -17% | -$95.8K |
|
525
Dell
DELL
$84.1B
| $466K | 0.01% |
9,232
+243
| +3% | +$12.3K |
|