PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
This Quarter Return
+3.33%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$2.95B
AUM Growth
+$2.95B
(+2.8%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
0.16%
Top 10 Holdings %
Top 10 Hldgs %
22.72%
Holding
1,121
New
61
Increased
309
Reduced
317
Closed
75
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
$4.57M |
| 2 |
Amazon
AMZN
|
$4.37M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$4.12M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$3.41M |
| 5 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
$3.2M |
Top Sells
| 1 |
iShares S&P GSCI Commodity-Indexed Trust
GSG
|
$15.7M |
| 2 |
McDonald's
MCD
|
$10.7M |
| 3 |
Lockheed Martin
LMT
|
$5.12M |
| 4 |
Constellation Brands
STZ
|
$3.53M |
| 5 |
AT&T
T
|
$3.48M |
Sector Composition
| 1 | Technology | 13.16% |
| 2 | Healthcare | 12.97% |
| 3 | Financials | 11.55% |
| 4 | Consumer Discretionary | 10.21% |
| 5 | Industrials | 9.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Accenture
ACN
$162B
| $9.35M | 0.32% | 75,585 +246 | +0.3% | +$30.4K |
|
77
iShares Russell 1000 Value ETF
IWD
$63.5B
| $9.22M | 0.31% | 79,165 -2,240 | -3% | -$261K |
|
|
RAI
78
DELISTED
Reynolds American Inc
RAI
| $9.21M | 0.31% | 141,595 -6,011 | -4% | -$391K |
|
79
Berkshire Hathaway Class A
BRK.A
$1.09T
| $9.17M | 0.31% | 36 +9 | +33% | +$2.29M |
|
80
Kimberly-Clark
KMB
$42.8B
| $8.74M | 0.3% | 67,674 -1,881 | -3% | -$243K |
|
81
General Mills
GIS
$26.4B
| $8.72M | 0.3% | 157,357 +426 | +0.3% | +$23.6K |
|
82
Vanguard Small-Cap ETF
VB
$66.4B
| $8.58M | 0.29% | 63,305 -3,007 | -5% | -$408K |
|
83
Bank of America
BAC
$376B
| $8.43M | 0.29% | 347,330 +7,773 | +2% | +$189K |
|
84
Comcast
CMCSA
$125B
| $8.32M | 0.28% | 213,828 +16,470 | +8% | +$641K |
|
85
iShares MSCI EAFE ETF
EFA
$66B
| $8.02M | 0.27% | 122,974 -1,187 | -1% | -$77.4K |
|
86
Electronic Arts
EA
$43B
| $7.99M | 0.27% | 75,614 +3 | +0% | +$317 |
|
87
Philip Morris
PM
$260B
| $7.95M | 0.27% | 67,661 +2,730 | +4% | +$321K |
|
88
Fortive
FTV
$16.2B
| $7.93M | 0.27% | 125,225 +6,910 | +6% | +$438K |
|
89
Lear
LEA
$5.85B
| $7.77M | 0.26% | 54,685 -43 | -0.1% | -$6.11K |
|
90
Coca-Cola
KO
$297B
| $7.74M | 0.26% | 172,604 -25,901 | -13% | -$1.16M |
|
91
American Electric Power
AEP
$59.4B
| $7.73M | 0.26% | 111,270 +40 | +0% | +$2.78K |
|
92
Phillips 66
PSX
$54B
| $7.65M | 0.26% | 92,514 -24,545 | -21% | -$2.03M |
|
93
Automatic Data Processing
ADP
$123B
| $7.56M | 0.26% | 73,777 -337 | -0.5% | -$34.5K |
|
94
Waste Management
WM
$91.2B
| $7.53M | 0.26% | 102,652 -2,866 | -3% | -$210K |
|
|
DD
95
DELISTED
Du Pont De Nemours E I
DD
| $7.45M | 0.25% | 92,268 +83 | +0.1% | +$6.7K |
|
96
Caterpillar
CAT
$196B
| $7.39M | 0.25% | 68,755 +1,125 | +2% | +$121K |
|
97
US Bancorp
USB
$76B
| $7.14M | 0.24% | 137,543 -142 | -0.1% | -$7.37K |
|
98
Trinseo
TSE
$86.3M
| $6.91M | 0.23% | 100,586 -15,792 | -14% | -$1.08M |
|
99
CSX Corp
CSX
$60.6B
| $6.88M | 0.23% | 126,148 +10,096 | +9% | +$551K |
|
100
Huntington Ingalls Industries
HII
$10.6B
| $6.82M | 0.23% | 36,631 -11 | -0% | -$2.05K |
|