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 | |
|---|---|---|---|---|---|---|
551
Affiliated Managers Group
AMG
$6.71B
| $410K | 0.01% |
2,659
+224
| +9% | +$34.5K |
|
552
Johnson Controls International
JCI
$70.4B
| $410K | 0.01% |
5,977
| – | – |
|
553
iShares US Real Estate ETF
IYR
$3.65B
| $409K | 0.01% |
4,011
| – | – |
|
554
Exelon
EXC
$43.8B
| $406K | 0.01% |
12,849
+1,204
| +10% | +$38K |
|
555
iShares US Healthcare ETF
IYH
$2.76B
| $398K | 0.01% |
7,290
-120
| -2% | -$6.55K |
|
556
Grand Canyon Education
LOPE
$5.89B
| $398K | 0.01% |
4,426
+53
| +1% | +$4.77K |
|
557
Zions Bancorporation
ZION
$8.62B
| $393K | 0.01% |
7,436
-409
| -5% | -$21.6K |
|
558
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.24B
| $389K | 0.01% |
7,693
| – | – |
|
559
Lincoln National
LNC
$7.99B
| $388K | 0.01% |
6,174
+35
| +0.6% | +$2.2K |
|
560
HCA Healthcare
HCA
$94.8B
| $386K | 0.01% |
1,867
+575
| +45% | +$119K |
|
561
iShares Global Healthcare ETF
IXJ
$3.84B
| $385K | 0.01% |
4,630
-230
| -5% | -$19.1K |
|
562
Everest Group
EG
$14.7B
| $380K | 0.01% |
1,508
+157
| +12% | +$39.6K |
|
563
Ashland
ASH
$2.41B
| $375K | 0.01% |
4,291
+19
| +0.4% | +$1.66K |
|
564
Consumers Staples Select Sector SPDR Fund
XLP
$16B
| $372K | 0.01% |
5,317
-418
| -7% | -$29.2K |
|
565
Blackstone
BX
$142B
| $371K | 0.01% |
3,821
-74
| -2% | -$7.19K |
|
566
Williams-Sonoma
WSM
$24B
| $370K | 0.01% |
4,634
+530
| +13% | +$42.3K |
|
567
Skyworks Solutions
SWKS
$11.1B
| $368K | 0.01% |
1,920
+126
| +7% | +$24.2K |
|
568
Vanguard High Dividend Yield ETF
VYM
$65B
| $367K | 0.01% |
3,506
| – | – |
|
569
Delta Air Lines
DAL
$39.1B
| $361K | 0.01% |
+8,341
| New | +$361K |
|
570
Kellanova
K
$27.6B
| $361K | 0.01% |
+5,970
| New | +$361K |
|
571
Pultegroup
PHM
$27B
| $361K | 0.01% |
6,620
-557
| -8% | -$30.4K |
|
572
Illumina
ILMN
$14.6B
| $358K | 0.01% |
777
-29
| -4% | -$13.4K |
|
573
Tyson Foods
TSN
$19.6B
| $358K | 0.01% |
4,854
+15
| +0.3% | +$1.11K |
|
574
Vanguard Mega Cap 300 Index ETF
MGC
$7.84B
| $354K | 0.01% |
2,327
| – | – |
|
575
Air Lease Corp
AL
$7.1B
| $353K | 0.01% |
8,448
+43
| +0.5% | +$1.8K |
|