PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Return 12.24%
This Quarter Return
+3.69%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.65B
AUM Growth
+$428M
Cap. Flow
+$323M
Cap. Flow %
8.83%
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60

Top Buys

1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$72.9M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$67.9M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$64.5M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$54.1M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$42.5M

Top Sells

1
BKNG icon
Booking.com
BKNG
+$23.8M
2
AAPL icon
Apple
AAPL
+$10.3M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.23M
4
MSFT icon
Microsoft
MSFT
+$8.17M
5
PG icon
Procter & Gamble
PG
+$7.97M

Sector Composition

1 Technology 12.66%
2 Financials 10.06%
3 Healthcare 9.44%
4 Consumer Discretionary 8.56%
5 Industrials 6.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
EW icon
76
Edwards Lifesciences
EW
$45.5B
$12.1M 0.33%
196,587
+12,726
+7% +$784K
PYPL icon
77
PayPal
PYPL
$63.9B
$12M 0.33%
104,628
+8,103
+8% +$927K
WMT icon
78
Walmart
WMT
$825B
$11.4M 0.31%
310,686
+8,850
+3% +$326K
AMGN icon
79
Amgen
AMGN
$149B
$11.1M 0.3%
60,098
-5,151
-8% -$949K
IBB icon
80
iShares Biotechnology ETF
IBB
$5.65B
$10.9M 0.3%
99,604
-3,164
-3% -$345K
ELV icon
81
Elevance Health
ELV
$70.2B
$10.7M 0.29%
38,058
-81
-0.2% -$22.9K
RTX icon
82
RTX Corp
RTX
$209B
$10.6M 0.29%
129,125
-30,779
-19% -$2.52M
CB icon
83
Chubb
CB
$111B
$10.2M 0.28%
69,572
-16,450
-19% -$2.42M
AON icon
84
Aon
AON
$80.2B
$10.1M 0.28%
52,494
+3,718
+8% +$717K
AVY icon
85
Avery Dennison
AVY
$12.9B
$9.97M 0.27%
86,189
+4,928
+6% +$570K
ZION icon
86
Zions Bancorporation
ZION
$8.62B
$9.97M 0.27%
216,737
+8,551
+4% +$393K
IBM icon
87
IBM
IBM
$236B
$9.79M 0.27%
74,268
-16,806
-18% -$2.22M
IWF icon
88
iShares Russell 1000 Growth ETF
IWF
$120B
$9.62M 0.26%
61,137
+11,878
+24% +$1.87M
LLY icon
89
Eli Lilly
LLY
$677B
$9.38M 0.26%
84,657
+2,995
+4% +$332K
OKE icon
90
Oneok
OKE
$46B
$9.37M 0.26%
136,117
+783
+0.6% +$53.9K
CMCSA icon
91
Comcast
CMCSA
$122B
$9.36M 0.26%
221,313
+8,996
+4% +$380K
BRK.A icon
92
Berkshire Hathaway Class A
BRK.A
$1.06T
$9.23M 0.25%
29
-29
-50% -$9.23M
LQD icon
93
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$9.23M 0.25%
74,210
+66,618
+877% +$8.28M
MMM icon
94
3M
MMM
$84.1B
$9.19M 0.25%
63,389
-45,303
-42% -$6.57M
KO icon
95
Coca-Cola
KO
$288B
$9.08M 0.25%
178,233
-28,646
-14% -$1.46M
EOG icon
96
EOG Resources
EOG
$64.5B
$8.96M 0.25%
96,212
-3,701
-4% -$345K
AMED
97
DELISTED
Amedisys
AMED
$8.95M 0.25%
73,735
+7,006
+10% +$851K
MU icon
98
Micron Technology
MU
$176B
$8.81M 0.24%
228,334
-12,603
-5% -$486K
IJS icon
99
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$8.79M 0.24%
118,242
+6,244
+6% +$464K
VMW
100
DELISTED
VMware, Inc
VMW
$8.77M 0.24%
52,422
-6,180
-11% -$1.03M
2 3
4
5 6