PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
-4.43%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.51B
AUM Growth
-$653M
(-16%)
Cap. Flow
-$397M
Cap. Flow
% of AUM
-11.3%
Top 10 Holdings %
Top 10 Hldgs %
23.4%
Holding
700
New
30
Increased
103
Reduced
456
Closed
83
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$14.6M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$14.3M |
| 3 |
Halliburton
HAL
|
+$13.2M |
| 4 |
Marriott International Class A Common Stock
MAR
|
+$10.4M |
| 5 |
Freeport-McMoran
FCX
|
+$9.44M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$29.4M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$23.3M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$22.2M |
| 4 |
Apple
AAPL
|
+$21.6M |
| 5 |
Amazon
AMZN
|
+$18.9M |
Sector Composition
| 1 | Technology | 14.86% |
| 2 | Financials | 9.4% |
| 3 | Healthcare | 9.39% |
| 4 | Consumer Discretionary | 7.88% |
| 5 | Industrials | 5.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
576
Aecom
ACM
$16.8B
| $234K | 0.01% |
3,047
-419
| -12% | -$32.2K |
|
577
Jack in the Box
JACK
$350M
| $234K | 0.01% |
2,500
| – | – |
|
578
ON Semiconductor
ON
$19.7B
| $234K | 0.01% |
+3,742
| New | +$234K |
|
579
Materials Select Sector SPDR Fund
XLB
$5.5B
| $233K | 0.01% |
2,640
-475
| -15% | -$41.9K |
|
580
Evergy
EVRG
$16.7B
| $230K | 0.01% |
3,369
-1,316
| -28% | -$89.8K |
|
581
Vanguard Information Technology ETF
VGT
$103B
| $230K | 0.01% |
553
-78
| -12% | -$32.4K |
|
582
Nexstar Media Group
NXST
$6.27B
| $229K | 0.01% |
+1,216
| New | +$229K |
|
583
iShares Asia 50 ETF
AIA
$995M
| $228K | 0.01% |
3,324
| – | – |
|
584
CBRE Group
CBRE
$48.8B
| $228K | 0.01% |
2,490
-445
| -15% | -$40.7K |
|
585
Capri Holdings
CPRI
$2.43B
| $228K | 0.01% |
4,436
-960
| -18% | -$49.3K |
|
586
Marathon Petroleum
MPC
$54.8B
| $228K | 0.01% |
2,670
-4,692
| -64% | -$401K |
|
|
CATC
587
DELISTED
CAMBRIDGE BANCORP
CATC
| $228K | 0.01% |
2,684
| – | – |
|
|
ANAT
588
DELISTED
American National Group, Inc. Common Stock
ANAT
| $225K | 0.01% |
1,192
-383
| -24% | -$72.3K |
|
589
Fortune Brands Innovations
FBIN
$7.12B
| $223K | 0.01% |
3,521
-912
| -21% | -$57.8K |
|
590
Lincoln National
LNC
$7.99B
| $221K | 0.01% |
3,386
-851
| -20% | -$55.5K |
|
591
OneMain Financial
OMF
$7.2B
| $221K | 0.01% |
4,669
-1,596
| -25% | -$75.5K |
|
592
Arrow Electronics
ARW
$6.61B
| $219K | 0.01% |
1,843
-137
| -7% | -$16.3K |
|
593
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $216K | 0.01% |
4,305
-1,088
| -20% | -$54.6K |
|
594
Vertex Pharmaceuticals
VRTX
$101B
| $216K | 0.01% |
829
-136
| -14% | -$35.4K |
|
595
Ubiquiti
UI
$36.6B
| $215K | 0.01% |
739
-43
| -5% | -$12.5K |
|
596
TEGNA Inc
TGNA
$3.39B
| $214K | 0.01% |
+9,564
| New | +$214K |
|
597
Krispy Kreme
DNUT
$541M
| $212K | 0.01% |
+14,268
| New | +$212K |
|
598
Zions Bancorporation
ZION
$8.62B
| $212K | 0.01% |
3,233
-840
| -21% | -$55.1K |
|
599
Equinix
EQIX
$77.2B
| $211K | 0.01% |
285
-15
| -5% | -$11.1K |
|
600
Toyota
TM
$256B
| $210K | 0.01% |
1,167
| – | – |
|