PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
This Quarter Return
+5.24%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.96B
AUM Growth
+$1.96B
(+4%)
Cap. Flow
-$2.85M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
20.65%
Holding
849
New
40
Increased
207
Reduced
276
Closed
28
Top Buys
| 1 |
McDonald's
MCD
|
$13.2M |
| 2 |
WFM
Whole Foods Market Inc
WFM
|
$6.82M |
| 3 |
Kinder Morgan
KMI
|
$5.31M |
| 4 |
MetLife
MET
|
$4.31M |
| 5 |
Simon Property Group
SPG
|
$2.91M |
Top Sells
| 1 |
Philip Morris
PM
|
$3.52M |
| 2 |
Kroger
KR
|
$3.16M |
| 3 |
Apple
AAPL
|
$3.14M |
| 4 |
PPL Corp
PPL
|
$3.13M |
| 5 |
Chevron
CVX
|
$2.42M |
Sector Composition
| 1 | Healthcare | 15.74% |
| 2 | Technology | 15.5% |
| 3 | Financials | 14.15% |
| 4 | Industrials | 11.84% |
| 5 | Consumer Discretionary | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Goodyear
GT
$2.43B
| $6.68M | 0.34% | 233,826 +21,649 | +10% | +$619K |
|
77
Sysco
SYY
$38.5B
| $6.46M | 0.33% | 162,695 +8,813 | +6% | +$350K |
|
78
Novartis
NVS
$245B
| $6.39M | 0.33% | 69,001 -1,830 | -3% | -$170K |
|
79
Colgate-Palmolive
CL
$67.9B
| $5.91M | 0.3% | 85,356 -1,004 | -1% | -$69.5K |
|
80
Biogen
BIIB
$19.4B
| $5.86M | 0.3% | 17,273 -983 | -5% | -$334K |
|
81
EOG Resources
EOG
$68.2B
| $5.79M | 0.3% | 62,887 +13,566 | +28% | +$1.25M |
|
|
82
Philip Morris
PM
$260B
| $5.63M | 0.29% | 69,137 -43,172 | -38% | -$3.52M |
|
83
CSX Corp
CSX
$60.6B
| $5.61M | 0.29% | 154,741 +1,044 | +0.7% | +$37.8K |
|
84
Williams Companies
WMB
$70.7B
| $5.59M | 0.29% | 124,380 +10,925 | +10% | +$491K |
|
|
85
Kinder Morgan
KMI
$60B
| $5.54M | 0.28% | 130,971 +125,599 | +2,338% | +$5.31M |
|
86
Emerson Electric
EMR
$74.3B
| $5.48M | 0.28% | 88,796 -171 | -0.2% | -$10.6K |
|
87
Cinemark Holdings
CNK
$2.97B
| $5.35M | 0.27% | 150,354 +25,177 | +20% | +$896K |
|
88
Danaher
DHR
$147B
| $5.3M | 0.27% | 61,843 -44 | -0.1% | -$3.77K |
|
89
Air Products & Chemicals
APD
$65.5B
| $5.23M | 0.27% | 36,290 +5 | +0% | +$721 |
|
|
SE
90
DELISTED
Spectra Energy Corp Wi
SE
| $5.21M | 0.27% | 143,436 -15,074 | -10% | -$547K |
|
91
iShares Russell Mid-Cap ETF
IWR
$44.4B
| $4.86M | 0.25% | 29,066 +262 | +0.9% | +$43.8K |
|
92
Caterpillar
CAT
$196B
| $4.81M | 0.25% | 52,562 +596 | +1% | +$54.5K |
|
|
RAI
93
DELISTED
Reynolds American Inc
RAI
| $4.75M | 0.24% | 73,911 +7,027 | +11% | +$452K |
|
94
Cognizant
CTSH
$35.3B
| $4.75M | 0.24% | 90,103 +557 | +0.6% | +$29.3K |
|
95
Honeywell
HON
$139B
| $4.7M | 0.24% | 47,047 -871 | -2% | -$87K |
|
96
iShares Core S&P 500 ETF
IVV
$662B
| $4.66M | 0.24% | 22,545 +6,024 | +36% | +$1.25M |
|
97
Iron Mountain
IRM
$27.3B
| $4.55M | 0.23% | 117,610 +5,335 | +5% | +$206K |
|
|
AGN
98
DELISTED
ALLERGAN INC
AGN
| $4.5M | 0.23% | 21,172 -1,577 | -7% | -$335K |
|
99
Visa
V
$683B
| $4.46M | 0.23% | 16,999 -2,726 | -14% | -$715K |
|
|
LSBG
100
DELISTED
Lake Sunapee Bank Group
LSBG
| $4.45M | 0.23% | 284,851 -15,300 | -5% | -$239K |
|