PSUF
People's United Financial Portfolio holdings
AUM $3.51B
1-Year Return
12.24%
This Quarter Return
-10.35%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$2.88B
AUM Growth
-$349M
(-11%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
0.61%
Top 10 Holdings %
Top 10 Hldgs %
22.36%
Holding
811
New
69
Increased
319
Reduced
273
Closed
98
Top Buys
| 1 |
Booking.com
BKNG
|
+$15.2M |
| 2 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$14.8M |
| 3 |
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
|
+$11.2M |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$9.78M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
+$8.57M |
Top Sells
| 1 |
McDonald's
MCD
|
+$88.5M |
| 2 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$11.9M |
| 3 |
3M
MMM
|
+$6.71M |
| 4 |
Novartis
NVS
|
+$6.26M |
| 5 |
KeyCorp
KEY
|
+$6.19M |
Sector Composition
| 1 | Technology | 14.44% |
| 2 | Healthcare | 12.46% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.04% |
| 5 | Industrials | 8.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
801
Starwood Property Trust
STWD
$7.5B
| – | – |
-10,728
| Closed | -$231K |
|
802
Skyworks Solutions
SWKS
$11.1B
| – | – |
-3,138
| Closed | -$285K |
|
803
Teleflex
TFX
$5.65B
| – | – |
-3,578
| Closed | -$952K |
|
804
Trinity Industries
TRN
$2.3B
| – | – |
-9,260
| Closed | -$244K |
|
805
Textron
TXT
$15B
| – | – |
-2,828
| Closed | -$201K |
|
806
Unum
UNM
$12.8B
| – | – |
-5,244
| Closed | -$205K |
|
807
Urban Outfitters
URBN
$6.32B
| – | – |
-25,464
| Closed | -$1.04M |
|
808
Vanguard FTSE Europe ETF
VGK
$27.3B
| – | – |
-6,727
| Closed | -$378K |
|
809
Vanguard Mid-Cap ETF
VO
$88.3B
| – | – |
-1,631
| Closed | -$259K |
|
810
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10B
| – | – |
-1,913
| Closed | -$208K |
|
811
WESCO International
WCC
$10.6B
| – | – |
-3,888
| Closed | -$239K |
|