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 | |
|---|---|---|---|---|---|---|
576
Fortinet
FTNT
$61.1B
| $352K | 0.01% |
7,380
+50
| +0.7% | +$2.39K |
|
577
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
| $350K | 0.01% |
5,783
+836
| +17% | +$50.6K |
|
578
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $349K | 0.01% |
10,604
+393
| +4% | +$12.9K |
|
579
AutoZone
AZO
$72.3B
| $348K | 0.01% |
233
| – | – |
|
580
Golub Capital BDC
GBDC
$3.93B
| $346K | 0.01% |
22,457
+18
| +0.1% | +$277 |
|
581
TopBuild
BLD
$11.7B
| $343K | 0.01% |
1,733
| – | – |
|
582
Scorpio Tankers
STNG
$2.99B
| $343K | 0.01% |
15,550
| – | – |
|
583
ResMed
RMD
$39.6B
| $340K | 0.01% |
1,379
-79
| -5% | -$19.5K |
|
|
INFO
584
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $339K | 0.01% |
3,013
-119
| -4% | -$13.4K |
|
585
SPDR Bloomberg Convertible Securities ETF
CWB
$4.5B
| $338K | 0.01% |
3,899
+1,075
| +38% | +$93.2K |
|
586
Generac Holdings
GNRC
$10.8B
| $333K | 0.01% |
803
-2
| -0.2% | -$829 |
|
587
Charles Schwab
SCHW
$170B
| $333K | 0.01% |
4,573
| – | – |
|
588
Charles River Laboratories
CRL
$7.52B
| $332K | 0.01% |
897
-1
| -0.1% | -$370 |
|
589
Golar LNG
GLNG
$4.16B
| $330K | 0.01% |
24,917
| – | – |
|
590
Invesco Global Clean Energy ETF
PBD
$83.1M
| $329K | 0.01% |
10,632
| – | – |
|
591
Capri Holdings
CPRI
$2.43B
| $328K | 0.01% |
5,730
+605
| +12% | +$34.6K |
|
592
Citizens Financial Group
CFG
$22.4B
| $328K | 0.01% |
7,158
+449
| +7% | +$20.6K |
|
593
Omnicom Group
OMC
$15B
| $327K | 0.01% |
4,093
-211
| -5% | -$16.9K |
|
594
Aptiv
APTV
$18B
| $322K | 0.01% |
2,046
+114
| +6% | +$17.9K |
|
595
Lennar Class B
LEN.B
$34B
| $322K | 0.01% |
4,164
+43
| +1% | +$3.33K |
|
596
Mohawk Industries
MHK
$8.45B
| $321K | 0.01% |
1,671
+112
| +7% | +$21.5K |
|
597
Landstar System
LSTR
$4.46B
| $318K | 0.01% |
2,014
+83
| +4% | +$13.1K |
|
598
Evergy
EVRG
$16.7B
| $314K | 0.01% |
5,199
-195
| -4% | -$11.8K |
|
599
Resideo Technologies
REZI
$5.66B
| $314K | 0.01% |
10,450
-63
| -0.6% | -$1.89K |
|
600
Ross Stores
ROST
$48.4B
| $312K | 0.01% |
2,519
-251
| -9% | -$31.1K |
|