PSUF
People's United Financial Portfolio holdings
AUM $3.51B
1-Year Return
12.24%
This Quarter Return
+7.17%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.23B
AUM Growth
-$661M
(-17%)
Cap. Flow
-$587M
Cap. Flow
% of AUM
-18.15%
Top 10 Holdings %
Top 10 Hldgs %
25.04%
Holding
863
New
79
Increased
266
Reduced
329
Closed
121
Top Buys
| 1 |
Adobe
ADBE
|
+$10M |
| 2 |
Nike
NKE
|
+$6.49M |
| 3 |
Amazon
AMZN
|
+$5.42M |
| 4 |
Edwards Lifesciences
EW
|
+$5.33M |
| 5 |
Texas Instruments
TXN
|
+$4.65M |
Top Sells
| 1 |
VXX
iPath S&P 500 VIX Short-Term Futures ETN due 1/30/2019
VXX
|
+$30M |
| 2 |
Gen Digital
GEN
|
+$18.2M |
| 3 |
East-West Bancorp
EWBC
|
+$18.1M |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$17.5M |
| 5 |
FirstEnergy
FE
|
+$17.1M |
Sector Composition
| 1 | Technology | 15.84% |
| 2 | Financials | 12.08% |
| 3 | Healthcare | 12% |
| 4 | Consumer Discretionary | 11.92% |
| 5 | Industrials | 8.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
Tesla
TSLA
$1.37T
| $410K | 0.01% |
23,235
-6,045
| -21% | -$107K |
|
552
Equifax
EFX
$32.3B
| $408K | 0.01% |
3,126
+26
| +0.8% | +$3.39K |
|
553
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$7.97B
| $408K | 0.01% |
13,533
| – | – |
|
|
SPN
554
DELISTED
Superior Energy Services, Inc.
SPN
| $407K | 0.01% |
41,806
+345
| +0.8% | +$3.36K |
|
555
Utilities Select Sector SPDR Fund
XLU
$20.9B
| $406K | 0.01% |
7,702
+700
| +10% | +$36.9K |
|
|
CIM
556
Chimera Investment
CIM
$1.13B
| $404K | 0.01% |
7,424
-34
| -0.5% | -$1.85K |
|
557
Vodafone
VOD
$28.1B
| $402K | 0.01% |
18,523
-1,213
| -6% | -$26.3K |
|
558
Pool Corp
POOL
$12.1B
| $400K | 0.01% |
2,398
+38
| +2% | +$6.34K |
|
559
Silicon Laboratories
SLAB
$4.47B
| $400K | 0.01% |
4,357
+204
| +5% | +$18.7K |
|
|
VG
560
DELISTED
Vonage Holdings Corporation
VG
| $399K | 0.01% |
28,158
| – | – |
|
|
BERY
561
DELISTED
Berry Global Group, Inc.
BERY
| $397K | 0.01% |
8,923
+1,937
| +28% | +$86.2K |
|
|
SWIR
562
DELISTED
Sierra Wireless
SWIR
| $397K | 0.01% |
19,770
+8,570
| +77% | +$172K |
|
563
Neogen
NEOG
$1.19B
| $388K | 0.01% |
10,858
| – | – |
|
|
GHDX
564
DELISTED
Genomic Health, Inc.
GHDX
| $386K | 0.01% |
+5,502
| New | +$386K |
|
565
iShares Expanded Tech Sector ETF
IGM
$9.1B
| $385K | 0.01% |
11,028
| – | – |
|
566
Apollo Global Management
APO
$79.4B
| $384K | 0.01% |
11,115
-3,085
| -22% | -$107K |
|
567
Acadia Healthcare
ACHC
$2.02B
| $381K | 0.01% |
10,829
+280
| +3% | +$9.85K |
|
568
CME Group
CME
$94.6B
| $381K | 0.01% |
2,243
+45
| +2% | +$7.64K |
|
569
Haemonetics
HAE
$2.41B
| $379K | 0.01% |
3,307
+182
| +6% | +$20.9K |
|
|
DHC
570
Diversified Healthcare Trust
DHC
$1.06B
| $378K | 0.01% |
21,536
+107
| +0.5% | +$1.88K |
|
571
Vanguard FTSE Europe ETF
VGK
$27.2B
| $378K | 0.01% |
6,727
+1,177
| +21% | +$66.1K |
|
|
ELME
572
Elme Communities
ELME
$1.48B
| $377K | 0.01% |
12,295
-78
| -0.6% | -$2.39K |
|
573
Wayfair
W
$11.2B
| $377K | 0.01% |
+2,550
| New | +$377K |
|
574
EPAM Systems
EPAM
$8.55B
| $374K | 0.01% |
2,715
+961
| +55% | +$132K |
|
575
Apple Hospitality REIT
APLE
$2.95B
| $373K | 0.01% |
21,333
-9,647
| -31% | -$169K |
|