PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
UnitedHealth
UNH
|
+$3.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
626
Acadia Healthcare
ACHC
$2.01B
| $282K | 0.01% |
+8,643
| New | +$282K |
|
|
QCP
627
DELISTED
Quality Care Properties, Inc.
QCP
| $280K | 0.01% |
20,279
-626
| -3% | -$8.64K |
|
628
Aon
AON
$80.2B
| $279K | 0.01% |
+2,079
| New | +$279K |
|
629
Heartland Express
HTLD
$656M
| $276K | 0.01% |
11,847
-14,348
| -55% | -$334K |
|
|
QEP
630
DELISTED
QEP RESOURCES, INC.
QEP
| $274K | 0.01% |
28,626
-283
| -1% | -$2.71K |
|
631
Western Alliance Bancorporation
WAL
$9.77B
| $274K | 0.01% |
+4,843
| New | +$274K |
|
632
Western Union
WU
$2.71B
| $274K | 0.01% |
14,384
-77
| -0.5% | -$1.47K |
|
633
LivePerson
LPSN
$86M
| $273K | 0.01% |
23,766
+393
| +2% | +$4.51K |
|
|
PDCE
634
DELISTED
PDC Energy, Inc.
PDCE
| $273K | 0.01% |
+5,291
| New | +$273K |
|
635
Brady Corp
BRC
$3.74B
| $272K | 0.01% |
+7,172
| New | +$272K |
|
636
SiriusXM
SIRI
$7.84B
| $272K | 0.01% |
5,074
-148
| -3% | -$7.93K |
|
637
Alnylam Pharmaceuticals
ALNY
$61.1B
| $271K | 0.01% |
+2,130
| New | +$271K |
|
638
PPL Corp
PPL
$26.7B
| $271K | 0.01% |
+8,768
| New | +$271K |
|
639
Invesco S&P 500 Pure Growth ETF
RPG
$1.75B
| $270K | 0.01% |
+12,895
| New | +$270K |
|
640
Regal Rexnord
RRX
$9.22B
| $270K | 0.01% |
+3,518
| New | +$270K |
|
641
Keurig Dr Pepper
KDP
$37B
| $269K | 0.01% |
+2,774
| New | +$269K |
|
642
Pinnacle West Capital
PNW
$10.5B
| $268K | 0.01% |
+3,146
| New | +$268K |
|
643
Materials Select Sector SPDR Fund
XLB
$5.5B
| $268K | 0.01% |
+4,430
| New | +$268K |
|
|
LOGM
644
DELISTED
LogMein, Inc.
LOGM
| $268K | 0.01% |
+2,342
| New | +$268K |
|
645
Matador Resources
MTDR
$5.93B
| $264K | 0.01% |
+8,467
| New | +$264K |
|
646
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.7B
| $264K | 0.01% |
+7,997
| New | +$264K |
|
647
Johnson Controls International
JCI
$70.4B
| $263K | 0.01% |
6,901
-6,838
| -50% | -$261K |
|
648
SPDR NYSE Technology ETF
XNTK
$1.33B
| $263K | 0.01% |
+3,135
| New | +$263K |
|
|
BAC.WS.A
649
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
| $263K | 0.01% |
+15,000
| New | +$263K |
|
650
American International
AIG
$43.7B
| $262K | 0.01% |
4,397
-8,297
| -65% | -$494K |
|