PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+3.69%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.65B
AUM Growth
+$428M
(+13%)
Cap. Flow
+$323M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$72.9M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$67.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$64.5M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$54.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$42.5M |
Top Sells
| 1 |
Booking.com
BKNG
|
+$23.8M |
| 2 |
Apple
AAPL
|
+$10.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$9.23M |
| 4 |
Microsoft
MSFT
|
+$8.17M |
| 5 |
Procter & Gamble
PG
|
+$7.97M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 9.44% |
| 4 | Consumer Discretionary | 8.56% |
| 5 | Industrials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
676
Insulet
PODD
$24.1B
| $261K | 0.01% |
+2,183
| New | +$261K |
|
677
Vodafone
VOD
$28.5B
| $260K | 0.01% |
15,952
-640
| -4% | -$10.4K |
|
678
Artisan Partners
APAM
$3.27B
| $259K | 0.01% |
9,405
-10,503
| -53% | -$289K |
|
679
Nasdaq
NDAQ
$53.9B
| $259K | 0.01% |
8,085
+39
| +0.5% | +$1.25K |
|
|
HRC
680
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $258K | 0.01% |
2,468
+125
| +5% | +$13.1K |
|
681
Columbia Sportswear
COLM
$2.99B
| $253K | 0.01% |
2,526
| – | – |
|
682
D.R. Horton
DHI
$53B
| $253K | 0.01% |
5,877
-411
| -7% | -$17.7K |
|
683
SPDR S&P Bank ETF
KBE
$1.56B
| $252K | 0.01% |
5,813
+70
| +1% | +$3.04K |
|
684
Medifast
MED
$154M
| $251K | 0.01% |
1,957
| – | – |
|
|
CERN
685
DELISTED
Cerner Corp
CERN
| $251K | 0.01% |
3,423
-175
| -5% | -$12.8K |
|
686
Cencora
COR
$58.7B
| $250K | 0.01% |
2,933
-104
| -3% | -$8.87K |
|
687
Kforce
KFRC
$567M
| $250K | 0.01% |
+7,123
| New | +$250K |
|
688
Teradata
TDC
$2B
| $248K | 0.01% |
6,921
-207
| -3% | -$7.42K |
|
|
GAP
689
The Gap, Inc.
GAP
$8.5B
| $246K | 0.01% |
13,696
-1,569
| -10% | -$28.2K |
|
690
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.7B
| $245K | 0.01% |
+4,565
| New | +$245K |
|
|
ALXN
691
DELISTED
Alexion Pharmaceuticals Inc
ALXN
| $244K | 0.01% |
1,864
+5
| +0.3% | +$655 |
|
692
Ametek
AME
$43.9B
| $243K | 0.01% |
2,679
-2,474
| -48% | -$224K |
|
|
CATC
693
DELISTED
CAMBRIDGE BANCORP
CATC
| $243K | 0.01% |
+2,984
| New | +$243K |
|
|
INVX
694
Innovex International, Inc.
INVX
$1.14B
| $241K | 0.01% |
5,022
-4,272
| -46% | -$205K |
|
|
SWIR
695
DELISTED
Sierra Wireless
SWIR
| $238K | 0.01% |
19,700
| – | – |
|
696
Check Point Software Technologies
CHKP
$21B
| $237K | 0.01% |
+2,051
| New | +$237K |
|
697
Vanguard Mega Cap 300 Index ETF
MGC
$7.84B
| $236K | 0.01% |
+2,327
| New | +$236K |
|
698
Altisource Portfolio Solutions
ASPS
$123M
| $235K | 0.01% |
1,496
-814
| -35% | -$128K |
|
699
ArcelorMittal
MT
$26.4B
| $235K | 0.01% |
13,018
-30,436
| -70% | -$549K |
|
700
Camden National
CAC
$684M
| $234K | 0.01% |
+5,097
| New | +$234K |
|