PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+4.58%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.88B
AUM Growth
+$208M
(+12%)
Cap. Flow
+$140M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
20%
Holding
840
New
45
Increased
285
Reduced
173
Closed
22
Top Buys
| 1 |
Apple
AAPL
|
+$6.72M |
| 2 |
Johnson & Johnson
JNJ
|
+$3.99M |
| 3 |
Procter & Gamble
PG
|
+$3.99M |
| 4 |
RTX Corp
RTX
|
+$3.83M |
| 5 |
Southwest Airlines
LUV
|
+$3.81M |
Top Sells
| 1 |
Chevron
CVX
|
+$3.89M |
| 2 |
Gilead Sciences
GILD
|
+$2.81M |
| 3 |
AGN
Allergan plc
AGN
|
+$1.79M |
| 4 |
AGN
ALLERGAN INC
AGN
|
+$1.71M |
| 5 |
Monster Beverage
MNST
|
+$1.5M |
Sector Composition
| 1 | Healthcare | 15.16% |
| 2 | Technology | 14.71% |
| 3 | Financials | 13.92% |
| 4 | Industrials | 11.71% |
| 5 | Energy | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$67.3B
| $6.04M | 0.32% |
88,615
+1,776
| +2% | +$121K |
|
77
Emerson Electric
EMR
$76B
| $5.97M | 0.32% |
89,883
+7,764
| +9% | +$515K |
|
78
Goodyear
GT
$2.43B
| $5.81M | 0.31% |
209,265
+15,309
| +8% | +$425K |
|
79
Williams Companies
WMB
$71.8B
| $5.77M | 0.31% |
99,083
+12,030
| +14% | +$700K |
|
|
80
Southwest Airlines
LUV
$16.6B
| $5.73M | 0.31% |
213,359
+141,928
| +199% | +$3.81M |
|
81
EOG Resources
EOG
$64.5B
| $5.71M | 0.3% |
48,856
+976
| +2% | +$114K |
|
82
Biogen
BIIB
$21.2B
| $5.66M | 0.3% |
17,948
+1,386
| +8% | +$437K |
|
83
Sysco
SYY
$38.9B
| $5.54M | 0.29% |
147,886
+30,705
| +26% | +$1.15M |
|
84
Caterpillar
CAT
$202B
| $5.35M | 0.29% |
49,255
+1,453
| +3% | +$158K |
|
85
Waste Management
WM
$87.9B
| $5.26M | 0.28% |
117,520
+8,273
| +8% | +$370K |
|
86
Eli Lilly
LLY
$677B
| $5.24M | 0.28% |
84,215
+6,996
| +9% | +$435K |
|
87
eBay
EBAY
$41.5B
| $4.89M | 0.26% |
232,002
-56,271
| -20% | -$1.19M |
|
88
Microchip Technology
MCHP
$34.9B
| $4.84M | 0.26% |
198,242
+7,812
| +4% | +$191K |
|
89
Deere & Co
DE
$127B
| $4.82M | 0.26% |
53,215
+4,007
| +8% | +$363K |
|
|
AGN
90
DELISTED
ALLERGAN INC
AGN
| $4.8M | 0.26% |
28,389
-10,130
| -26% | -$1.71M |
|
|
LSBG
91
DELISTED
Lake Sunapee Bank Group
LSBG
| $4.8M | 0.26% |
315,451
-15,300
| -5% | -$233K |
|
92
iShares Russell Mid-Cap ETF
IWR
$44.8B
| $4.77M | 0.25% |
117,276
+2,252
| +2% | +$91.5K |
|
93
Danaher
DHR
$136B
| $4.73M | 0.25% |
89,359
+42,509
| +91% | +$2.25M |
|
94
CSX Corp
CSX
$60.5B
| $4.7M | 0.25% |
457,362
-33,459
| -7% | -$344K |
|
95
Honeywell
HON
$134B
| $4.69M | 0.25% |
52,903
+3,681
| +7% | +$326K |
|
96
Air Products & Chemicals
APD
$65.2B
| $4.6M | 0.25% |
38,694
+17,716
| +84% | +$2.11M |
|
97
PPL Corp
PPL
$26.7B
| $4.59M | 0.24% |
138,771
+15,538
| +13% | +$514K |
|
98
American Express
AXP
$226B
| $4.47M | 0.24% |
47,109
-14,013
| -23% | -$1.33M |
|
99
M&T Bank
MTB
$31.1B
| $4.36M | 0.23% |
35,140
+2,344
| +7% | +$291K |
|
100
Dominion Energy
D
$51.2B
| $4.3M | 0.23% |
60,069
+9,485
| +19% | +$678K |
|