PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Est. Return
12.24%
This Fund
S&P 500
1 Year Est. Return
+12.24%
AUM
$4.16B
AUM Growth
-$320M
(-7.1%)
Holding
746
Top Buys
| 1 | +$2.11M | |
| 2 | +$1.89M | |
| 3 | +$1.79M | |
| 4 |
O'Reilly Automotive
ORLY
|
+$1.74M |
| 5 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$1.69M |
Top Sells
| 1 | +$53.6M | |
| 2 | +$31.3M | |
| 3 | +$20.5M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$17.8M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$16.8M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Healthcare | 9.01% |
| 3 | Consumer Discretionary | 8.81% |
| 4 | Financials | 8.81% |
| 5 | Industrials | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Aon
AON
$68.9B
| $14.6M | 0.35% |
48,424
-462
|
|
||
77
Lamar Advertising Co
LAMR
$13.6B
| $13.4M | 0.32% |
110,525
+1,980
|
|
||
78
iShares Russell Mid-Cap ETF
IWR
$47B
| $13.4M | 0.32% |
161,357
-81,994
|
|
||
79
Qorvo
QRVO
$7.24B
| $13.3M | 0.32% |
85,091
-1,721
|
|
||
80
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.5B
| $13.1M | 0.32% |
267,367
-50,483
|
|
||
81
Celanese
CE
$6.46B
| $13M | 0.31% |
77,284
+11,621
|
|
||
82
iShares S&P Small-Cap 600 Value ETF
IJS
$7.14B
| $12.9M | 0.31% |
123,409
-41,919
|
|
||
83
Oneok
OKE
$53.8B
| $12.7M | 0.3% |
215,460
-11,461
|
|
||
84
Dollar General
DG
$29B
| $12.5M | 0.3% |
52,811
-1,543
|
|
||
85
Pfizer
PFE
$151B
| $12.3M | 0.3% |
208,378
-26,631
|
|
||
86
Nasdaq
NDAQ
$48.6B
| $12.2M | 0.29% |
174,873
-966
|
|
||
87
Verizon
VZ
$217B
| $12.2M | 0.29% |
235,257
-108,838
|
|
||
88
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.6B
| $12.2M | 0.29% |
204,022
-68,115
|
|
||
|
89
O'Reilly Automotive
ORLY
$76.8B
| $12.2M | 0.29% |
258,555
+40,230
|
|
||
90
Estee Lauder
EL
$31.8B
| $12.1M | 0.29% |
32,712
-172
|
|
||
91
Eli Lilly
LLY
$880B
| $12.1M | 0.29% |
43,683
-12,889
|
|
||
92
iShares Global REIT ETF
REET
$4.56B
| $12M | 0.29% |
393,343
-177,334
|
|
||
93
Vanguard Small-Cap Value ETF
VBR
$32.3B
| $12M | 0.29% |
66,833
-34,769
|
|
||
94
iShares Russell 1000 Value ETF
IWD
$67.8B
| $11.9M | 0.29% |
71,152
-13,755
|
|
||
95
Best Buy
BBY
$13.1B
| $11.7M | 0.28% |
115,297
-3,571
|
|
||
96
Target
TGT
$53.1B
| $10.5M | 0.25% |
45,476
-13,453
|
|
||
97
Vanguard Small-Cap ETF
VB
$69.9B
| $10.5M | 0.25% |
46,249
-24,320
|
|
||
98
Idexx Laboratories
IDXX
$45.7B
| $10.4M | 0.25% |
15,795
-866
|
|
||
99
TJX Companies
TJX
$173B
| $10.4M | 0.25% |
136,681
-11,057
|
|
||
100
Merck
MRK
$286B
| $10.2M | 0.25% |
133,463
-19,351
|
|