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 | |
|---|---|---|---|---|---|---|
76
Walt Disney
DIS
$212B
| $4.24M | 0.28% |
+67,181
| New | +$4.24M |
|
77
Novartis
NVS
$249B
| $4.16M | 0.27% |
+65,716
| New | +$4.16M |
|
78
Consumers Staples Select Sector SPDR Fund
XLP
$15.7B
| $4.06M | 0.26% |
+102,296
| New | +$4.06M |
|
79
iShares Russell 1000 ETF
IWB
$43.6B
| $3.99M | 0.26% |
+44,351
| New | +$3.99M |
|
80
iShares Russell Mid-Cap ETF
IWR
$44.5B
| $3.93M | 0.26% |
+121,144
| New | +$3.93M |
|
81
Bank of New York Mellon
BK
$73.7B
| $3.79M | 0.25% |
+135,160
| New | +$3.79M |
|
82
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.6B
| $3.72M | 0.24% |
+70,914
| New | +$3.72M |
|
83
Visa
V
$666B
| $3.46M | 0.23% |
+75,804
| New | +$3.46M |
|
|
SRCL
84
DELISTED
Stericycle Inc
SRCL
| $3.19M | 0.21% |
+28,894
| New | +$3.19M |
|
85
Financial Select Sector SPDR Fund
XLF
$53.1B
| $3.14M | 0.2% |
+183,974
| New | +$3.14M |
|
86
Target
TGT
$41.6B
| $3.09M | 0.2% |
+44,938
| New | +$3.09M |
|
87
Cognizant
CTSH
$34.6B
| $3.04M | 0.2% |
+97,178
| New | +$3.04M |
|
88
Dominion Energy
D
$49.5B
| $3.02M | 0.2% |
+53,065
| New | +$3.02M |
|
|
SE
89
DELISTED
Spectra Energy Corp Wi
SE
| $3M | 0.2% |
+87,098
| New | +$3M |
|
90
Eli Lilly
LLY
$648B
| $3M | 0.19% |
+61,037
| New | +$3M |
|
91
Southern Company
SO
$101B
| $2.95M | 0.19% |
+66,743
| New | +$2.95M |
|
92
Duke Energy
DUK
$93.8B
| $2.82M | 0.18% |
+41,764
| New | +$2.82M |
|
93
Cummins
CMI
$54.7B
| $2.79M | 0.18% |
+25,729
| New | +$2.79M |
|
94
Sysco
SYY
$38.5B
| $2.71M | 0.18% |
+79,410
| New | +$2.71M |
|
95
Charles Schwab
SCHW
$169B
| $2.52M | 0.16% |
+118,829
| New | +$2.52M |
|
|
VAR
96
DELISTED
Varian Medical Systems, Inc.
VAR
| $2.46M | 0.16% |
+41,587
| New | +$2.46M |
|
97
Baxter International
BAX
$12.4B
| $2.46M | 0.16% |
+65,363
| New | +$2.46M |
|
98
Norfolk Southern
NSC
$62.1B
| $2.46M | 0.16% |
+33,819
| New | +$2.46M |
|
99
Tapestry
TPR
$21.8B
| $2.44M | 0.16% |
+42,770
| New | +$2.44M |
|
100
Lowe's Companies
LOW
$152B
| $2.37M | 0.15% |
+57,912
| New | +$2.37M |
|