PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.26%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.47B
AUM Growth
+$280M
(+6.7%)
Cap. Flow
-$753K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$16.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.8M |
| 3 |
NVIDIA
NVDA
|
+$8.09M |
| 4 |
McKesson
MCK
|
+$6.52M |
| 5 |
Whirlpool
WHR
|
+$5.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 2 |
iShares Global REIT ETF
REET
|
+$8.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.42M |
| 4 |
Abbott
ABT
|
+$7.12M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.59M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 8.28% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 5.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
| $16.6M | 0.37% |
188,039
+10,363
| +6% | +$912K |
|
77
Vanguard Small-Cap ETF
VB
$67.9B
| $15.9M | 0.36% |
70,694
+2,727
| +4% | +$614K |
|
78
SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
| $15.5M | 0.35% |
313,434
-12,921
| -4% | -$640K |
|
79
iShares Biotechnology ETF
IBB
$5.77B
| $15.5M | 0.35% |
94,542
-1,638
| -2% | -$268K |
|
80
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.49B
| $15.4M | 0.34% |
765,966
-93,183
| -11% | -$1.87M |
|
81
Target
TGT
$41.6B
| $14.6M | 0.33% |
60,523
+1,932
| +3% | +$467K |
|
82
Trane Technologies
TT
$92.9B
| $14.4M | 0.32% |
78,057
+1,154
| +2% | +$212K |
|
83
MSCI
MSCI
$43.6B
| $14.4M | 0.32% |
26,920
-1,344
| -5% | -$716K |
|
84
Best Buy
BBY
$16.1B
| $14M | 0.31% |
121,778
-2,455
| -2% | -$282K |
|
85
Ameriprise Financial
AMP
$46.4B
| $13.9M | 0.31% |
55,893
+2,192
| +4% | +$546K |
|
86
iShares Russell 1000 Value ETF
IWD
$64.2B
| $13.5M | 0.3% |
85,191
-5,238
| -6% | -$831K |
|
87
Fastenal
FAST
$54.3B
| $13.4M | 0.3% |
514,234
+7,928
| +2% | +$206K |
|
88
Oneok
OKE
$46.2B
| $12.5M | 0.28% |
224,485
+7,833
| +4% | +$436K |
|
89
Dover
DOV
$24.1B
| $12.3M | 0.28% |
81,958
+3,876
| +5% | +$584K |
|
90
Dollar General
DG
$23.2B
| $12M | 0.27% |
55,599
-105
| -0.2% | -$22.7K |
|
91
Aon
AON
$78.1B
| $12M | 0.27% |
50,345
-532
| -1% | -$127K |
|
92
Merck
MRK
$213B
| $12M | 0.27% |
153,958
-3,401
| -2% | -$264K |
|
93
Eli Lilly
LLY
$678B
| $11.8M | 0.26% |
51,483
-3,004
| -6% | -$689K |
|
94
Comcast
CMCSA
$123B
| $11.4M | 0.26% |
200,677
-3,014
| -1% | -$172K |
|
95
Lamar Advertising Co
LAMR
$12.8B
| $11.4M | 0.26% |
109,436
-449
| -0.4% | -$46.9K |
|
96
TJX Companies
TJX
$156B
| $11.1M | 0.25% |
164,875
-45,301
| -22% | -$3.05M |
|
97
Amgen
AMGN
$150B
| $10.9M | 0.24% |
44,885
+102
| +0.2% | +$24.9K |
|
98
AbbVie
ABBV
$389B
| $10.8M | 0.24% |
95,728
+7,168
| +8% | +$807K |
|
99
ConocoPhillips
COP
$118B
| $10.7M | 0.24% |
175,388
+1,070
| +0.6% | +$65.2K |
|
100
Nasdaq
NDAQ
$54.3B
| $10.6M | 0.24% |
181,593
-876
| -0.5% | -$51.3K |
|