PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
UnitedHealth
UNH
|
+$3.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
Invesco DB Oil Fund
DBO
$228M
| $487K | 0.02% |
47,979
-1,383
| -3% | -$14K |
|
527
Cousins Properties
CUZ
$4.94B
| $484K | 0.02% |
13,080
+8,767
| +203% | +$324K |
|
|
TRTN
528
DELISTED
Triton International Limited
TRTN
| $480K | 0.02% |
12,826
| – | – |
|
529
Caesars Entertainment
CZR
$5.22B
| $476K | 0.01% |
14,366
| – | – |
|
530
Hamilton Lane
HLNE
$6.53B
| $475K | 0.01% |
+13,435
| New | +$475K |
|
531
Washington Trust Bancorp
WASH
$573M
| $466K | 0.01% |
+8,750
| New | +$466K |
|
532
Hewlett Packard
HPE
$32.6B
| $464K | 0.01% |
32,287
-1,418
| -4% | -$20.4K |
|
533
InterDigital
IDCC
$8.33B
| $459K | 0.01% |
+6,033
| New | +$459K |
|
534
Hartford Financial Services
HIG
$37.3B
| $458K | 0.01% |
+8,140
| New | +$458K |
|
535
Terreno Realty
TRNO
$6.05B
| $455K | 0.01% |
+12,965
| New | +$455K |
|
536
Broadridge
BR
$29.5B
| $454K | 0.01% |
+5,006
| New | +$454K |
|
537
GameStop
GME
$11.2B
| $452K | 0.01% |
+100,768
| New | +$452K |
|
|
GXP
538
DELISTED
Great Plains Energy Incorporated
GXP
| $447K | 0.01% |
13,873
-274
| -2% | -$8.83K |
|
539
Essex Property Trust
ESS
$17.2B
| $443K | 0.01% |
+1,835
| New | +$443K |
|
540
Skywest
SKYW
$4.35B
| $443K | 0.01% |
+8,347
| New | +$443K |
|
541
McCormick & Company Non-Voting
MKC
$18.5B
| $442K | 0.01% |
+8,678
| New | +$442K |
|
542
Aegon
AEG
$12.2B
| $436K | 0.01% |
85,223
-349,565
| -80% | -$1.79M |
|
543
Intuit
INTU
$180B
| $436K | 0.01% |
+2,763
| New | +$436K |
|
544
James River Group
JRVR
$244M
| $434K | 0.01% |
10,865
+250
| +2% | +$9.99K |
|
|
WFT
545
DELISTED
Weatherford International plc
WFT
| $434K | 0.01% |
+104,027
| New | +$434K |
|
546
BJ's Restaurants
BJRI
$684M
| $433K | 0.01% |
11,900
-305
| -2% | -$11.1K |
|
547
Popular Inc
BPOP
$8.34B
| $432K | 0.01% |
12,183
-18,904
| -61% | -$670K |
|
548
Mettler-Toledo International
MTD
$25.9B
| $430K | 0.01% |
+694
| New | +$430K |
|
549
Bunge Global
BG
$16.3B
| $428K | 0.01% |
+6,380
| New | +$428K |
|
550
Trane Technologies
TT
$89.2B
| $428K | 0.01% |
+4,792
| New | +$428K |
|