PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
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
+$3.51B
(-16%)
Cap. Flow
-$396M
Cap. Flow
% of AUM
-11.27%
Top 10 Holdings %
Top 10 Hldgs %
23.4%
Holding
700
New
30
Increased
104
Reduced
455
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% |
