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 | |
|---|---|---|---|---|---|---|
601
Utilities Select Sector SPDR Fund
XLU
$21.3B
| $312K | 0.01% |
4,936
-200
| -4% | -$12.6K |
|
602
Pool Corp
POOL
$12.2B
| $311K | 0.01% |
678
-694
| -51% | -$318K |
|
603
TD Synnex
SNX
$12.5B
| $311K | 0.01% |
2,556
+450
| +21% | +$54.8K |
|
604
CBRE Group
CBRE
$48.8B
| $310K | 0.01% |
3,616
+180
| +5% | +$15.4K |
|
605
iShares Asia 50 ETF
AIA
$995M
| $305K | 0.01% |
+3,324
| New | +$305K |
|
|
NVTA
606
DELISTED
Invitae Corporation
NVTA
| $305K | 0.01% |
9,031
+47
| +0.5% | +$1.59K |
|
607
United Therapeutics
UTHR
$18.3B
| $304K | 0.01% |
1,696
+227
| +15% | +$40.7K |
|
608
Akamai
AKAM
$11B
| $303K | 0.01% |
2,595
-229
| -8% | -$26.7K |
|
|
LSXMK
609
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
| $302K | 0.01% |
8,397
+208
| +3% | +$7.48K |
|
610
Toll Brothers
TOL
$13.8B
| $302K | 0.01% |
5,231
-138
| -3% | -$7.97K |
|
611
Ameren
AEE
$27.3B
| $300K | 0.01% |
3,753
+247
| +7% | +$19.7K |
|
612
Devon Energy
DVN
$22.1B
| $300K | 0.01% |
+10,270
| New | +$300K |
|
613
GSK
GSK
$82.2B
| $300K | 0.01% |
6,035
| – | – |
|
|
ANAT
614
DELISTED
American National Group, Inc. Common Stock
ANAT
| $300K | 0.01% |
+2,018
| New | +$300K |
|
615
American Tower
AMT
$91.3B
| $299K | 0.01% |
1,107
-600
| -35% | -$162K |
|
616
Williams Companies
WMB
$71.8B
| $297K | 0.01% |
11,178
| – | – |
|
617
Aecom
ACM
$16.8B
| $296K | 0.01% |
4,669
| – | – |
|
618
Ubiquiti
UI
$36.6B
| $296K | 0.01% |
949
-92
| -9% | -$28.7K |
|
619
Ford
F
$46.5B
| $295K | 0.01% |
19,864
+6,086
| +44% | +$90.4K |
|
620
Cintas
CTAS
$81.6B
| $293K | 0.01% |
3,068
-524
| -15% | -$50K |
|
|
FRC
621
DELISTED
First Republic Bank
FRC
| $292K | 0.01% |
1,562
+10
| +0.6% | +$1.87K |
|
622
Expedia Group
EXPE
$27.5B
| $289K | 0.01% |
1,764
-268
| -13% | -$43.9K |
|
623
Public Service Enterprise Group
PEG
$41.3B
| $289K | 0.01% |
4,837
-2,828
| -37% | -$169K |
|
624
Sprouts Farmers Market
SFM
$13.3B
| $289K | 0.01% |
11,642
+4,018
| +53% | +$99.7K |
|
625
Arrow Electronics
ARW
$6.61B
| $287K | 0.01% |
2,524
+181
| +8% | +$20.6K |
|