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 | |
|---|---|---|---|---|---|---|
51
Chevron
CVX
$319B
| $24.3M | 0.54% |
232,005
-665
| -0.3% | -$69.7K |
|
52
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
| $23.7M | 0.53% |
598,982
-113,561
| -16% | -$4.49M |
|
53
Union Pacific
UNP
$128B
| $23.5M | 0.53% |
106,846
-228
| -0.2% | -$50.1K |
|
54
Walt Disney
DIS
$211B
| $23M | 0.51% |
130,585
-29,893
| -19% | -$5.25M |
|
55
PepsiCo
PEP
$197B
| $22.6M | 0.51% |
152,760
-13,737
| -8% | -$2.04M |
|
56
Procter & Gamble
PG
$368B
| $22.1M | 0.49% |
163,685
+1,018
| +0.6% | +$137K |
|
|
57
iShares Russell 2000 Growth ETF
IWO
$12.8B
| $21.9M | 0.49% |
70,151
+37,845
| +117% | +$11.8M |
|
58
Intel
INTC
$115B
| $21.4M | 0.48% |
381,844
-17,739
| -4% | -$996K |
|
59
Zoetis
ZTS
$66.7B
| $21.4M | 0.48% |
114,794
-16,239
| -12% | -$3.03M |
|
60
Accenture
ACN
$152B
| $21.3M | 0.48% |
72,208
+25
| +0% | +$7.37K |
|
61
Vanguard Small-Cap Value ETF
VBR
$32B
| $21.3M | 0.48% |
122,448
-26,873
| -18% | -$4.67M |
|
62
Illinois Tool Works
ITW
$76.5B
| $21.1M | 0.47% |
94,271
-580
| -0.6% | -$130K |
|
63
iShares S&P Small-Cap 600 Value ETF
IJS
$6.72B
| $20.4M | 0.46% |
193,646
-38,550
| -17% | -$4.06M |
|
64
Avery Dennison
AVY
$13.1B
| $20.3M | 0.45% |
96,378
+248
| +0.3% | +$52.1K |
|
65
Verizon
VZ
$186B
| $19.2M | 0.43% |
341,851
-3,106
| -0.9% | -$174K |
|
66
iShares Russell Mid-Cap ETF
IWR
$45.2B
| $19.2M | 0.43% |
241,665
-20
| -0% | -$1.59K |
|
67
Edwards Lifesciences
EW
$46B
| $18.8M | 0.42% |
181,771
-543
| -0.3% | -$56.2K |
|
|
68
Abbott
ABT
$231B
| $18.8M | 0.42% |
162,271
-61,432
| -27% | -$7.12M |
|
69
Cisco
CSCO
$268B
| $18.4M | 0.41% |
347,809
-7,287
| -2% | -$386K |
|
70
SPDR S&P MidCap 400 ETF Trust
MDY
$24.2B
| $17.5M | 0.39% |
35,611
-429
| -1% | -$211K |
|
71
iShares Core S&P US Value ETF
IUSV
$22.1B
| $17.5M | 0.39% |
242,881
-700
| -0.3% | -$50.4K |
|
|
72
iShares Global REIT ETF
REET
$3.93B
| $17.3M | 0.39% |
623,348
-311,753
| -33% | -$8.64M |
|
73
Qorvo
QRVO
$8.12B
| $17M | 0.38% |
87,010
+1,398
| +2% | +$274K |
|
|
74
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.1B
| $16.8M | 0.38% |
+277,448
| New | +$16.8M |
|
75
Ecolab
ECL
$76.3B
| $16.8M | 0.38% |
81,370
-976
| -1% | -$201K |
|