PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+2.84%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.54B
AUM Growth
–
Cap. Flow
+$1.54B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
McDonald's
MCD
|
$83.1M |
| 2 |
Exxon Mobil
XOM
|
$56.6M |
| 3 |
Chevron
CVX
|
$37.7M |
| 4 |
Home Depot
HD
|
$31M |
| 5 |
JPMorgan Chase
JPM
|
$29.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14% |
| 2 | Financials | 13.65% |
| 3 | Technology | 13.02% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Energy | 11.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
AGN
51
DELISTED
ALLERGAN INC
AGN
| $11.6M | 0.75% |
+137,747
| New | +$11.6M |
|
52
Dover
DOV
$24.4B
| $11.5M | 0.75% |
+221,784
| New | +$11.5M |
|
53
Occidental Petroleum
OXY
$44.6B
| $10.4M | 0.68% |
+121,725
| New | +$10.4M |
|
54
PepsiCo
PEP
$193B
| $9.84M | 0.64% |
+120,335
| New | +$9.84M |
|
55
Cisco
CSCO
$264B
| $9.29M | 0.6% |
+381,792
| New | +$9.29M |
|
56
Berkshire Hathaway Class B
BRK.B
$1.07T
| $8.71M | 0.57% |
+77,788
| New | +$8.71M |
|
57
Coca-Cola
KO
$290B
| $8.56M | 0.56% |
+213,495
| New | +$8.56M |
|
58
iShares TIPS Bond ETF
TIP
$13.6B
| $8.09M | 0.53% |
+72,192
| New | +$8.09M |
|
59
UnitedHealth
UNH
$291B
| $7.72M | 0.5% |
+117,902
| New | +$7.72M |
|
60
Bristol-Myers Squibb
BMY
$94.6B
| $7.64M | 0.5% |
+171,007
| New | +$7.64M |
|
61
Phillips 66
PSX
$52.6B
| $7.54M | 0.49% |
+127,916
| New | +$7.54M |
|
62
eBay
EBAY
$42.3B
| $7.25M | 0.47% |
+332,989
| New | +$7.25M |
|
|
63
Berkshire Hathaway Class A
BRK.A
$1.07T
| $7.08M | 0.46% |
+42
| New | +$7.08M |
|
64
Colgate-Palmolive
CL
$67.9B
| $6.76M | 0.44% |
+117,994
| New | +$6.76M |
|
65
Automatic Data Processing
ADP
$120B
| $6.48M | 0.42% |
+107,244
| New | +$6.48M |
|
66
Amgen
AMGN
$150B
| $6.24M | 0.41% |
+63,230
| New | +$6.24M |
|
67
Merck
MRK
$210B
| $5.89M | 0.38% |
+132,875
| New | +$5.89M |
|
68
American Express
AXP
$227B
| $5.88M | 0.38% |
+78,605
| New | +$5.88M |
|
69
Kimberly-Clark
KMB
$43B
| $5.16M | 0.34% |
+55,442
| New | +$5.16M |
|
70
Honeywell
HON
$136B
| $5.13M | 0.33% |
+67,852
| New | +$5.13M |
|
71
Emerson Electric
EMR
$74.6B
| $5.12M | 0.33% |
+93,810
| New | +$5.12M |
|
72
Altria Group
MO
$110B
| $5.1M | 0.33% |
+145,904
| New | +$5.1M |
|
73
AbbVie
ABBV
$370B
| $4.81M | 0.31% |
+116,278
| New | +$4.81M |
|
74
Caterpillar
CAT
$197B
| $4.59M | 0.3% |
+55,580
| New | +$4.59M |
|
75
CSX Corp
CSX
$60.4B
| $4.26M | 0.28% |
+550,482
| New | +$4.26M |
|