PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+10.13%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.74B
AUM Growth
+$168M
(+11%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
0.9%
Top 10 Holdings %
Top 10 Hldgs %
22.1%
Holding
831
New
35
Increased
232
Reduced
218
Closed
35
Top Buys
| 1 |
iShares US Home Construction ETF
ITB
|
$13.5M |
| 2 |
LSBG
Lake Sunapee Bank Group
LSBG
|
$5.29M |
| 3 |
Cummins
CMI
|
$3.14M |
| 4 |
McDonald's
MCD
|
$2.89M |
| 5 |
HAR
Harman International Industries
HAR
|
$2.62M |
Top Sells
| 1 |
Walmart
WMT
|
$5.03M |
| 2 |
Exxon Mobil
XOM
|
$4.43M |
| 3 |
AGN
ALLERGAN INC
AGN
|
$3.45M |
| 4 |
Deere & Co
DE
|
$3.18M |
| 5 |
Verizon
VZ
|
$2.57M |
Sector Composition
| 1 | Healthcare | 14.84% |
| 2 | Financials | 14.22% |
| 3 | Technology | 13.73% |
| 4 | Industrials | 11.72% |
| 5 | Consumer Discretionary | 11.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Duke Energy
DUK
$93.5B
| $3.41M | 0.2% |
49,382
+4,529
| +10% | +$313K |
|
102
MetLife
MET
$52.8B
| $3.37M | 0.19% |
70,049
-5,549
| -7% | -$267K |
|
103
Tapestry
TPR
$21.8B
| $3.33M | 0.19% |
59,335
+11,697
| +25% | +$656K |
|
104
M&T Bank
MTB
$31B
| $3.2M | 0.18% |
27,489
+4,054
| +17% | +$472K |
|
105
Norfolk Southern
NSC
$61.9B
| $3.11M | 0.18% |
33,552
-288
| -0.9% | -$26.7K |
|
106
Williams Companies
WMB
$69.3B
| $3.06M | 0.18% |
79,342
+11,124
| +16% | +$429K |
|
107
Becton Dickinson
BDX
$55B
| $3.03M | 0.17% |
28,138
+1,307
| +5% | +$141K |
|
108
Bank of New York Mellon
BK
$73.3B
| $3.02M | 0.17% |
86,580
-6,811
| -7% | -$238K |
|
109
Charles Schwab
SCHW
$169B
| $3M | 0.17% |
115,333
-26,541
| -19% | -$690K |
|
110
Cincinnati Financial
CINF
$23.9B
| $2.99M | 0.17% |
57,076
+8,691
| +18% | +$455K |
|
111
Sysco
SYY
$38.7B
| $2.97M | 0.17% |
82,331
+1,362
| +2% | +$49.2K |
|
|
RAI
112
DELISTED
Reynolds American Inc
RAI
| $2.78M | 0.16% |
111,276
+16,688
| +18% | +$417K |
|
113
PPL Corp
PPL
$26.3B
| $2.76M | 0.16% |
98,432
+16,572
| +20% | +$465K |
|
|
VAR
114
DELISTED
Varian Medical Systems, Inc.
VAR
| $2.76M | 0.16% |
40,430
+325
| +0.8% | +$22.1K |
|
115
Lowe's Companies
LOW
$152B
| $2.74M | 0.16% |
55,239
-2,890
| -5% | -$143K |
|
116
Union Pacific
UNP
$129B
| $2.58M | 0.15% |
30,750
+98
| +0.3% | +$8.23K |
|
|
MON
117
DELISTED
Monsanto Co
MON
| $2.56M | 0.15% |
21,959
+1,088
| +5% | +$127K |
|
118
Danaher
DHR
$141B
| $2.51M | 0.14% |
48,410
+3,628
| +8% | +$188K |
|
|
PX
119
DELISTED
Praxair Inc
PX
| $2.51M | 0.14% |
19,312
+154
| +0.8% | +$20K |
|
120
Paychex
PAYX
$48.6B
| $2.51M | 0.14% |
55,124
+5,096
| +10% | +$232K |
|
121
Ford
F
$46.4B
| $2.47M | 0.14% |
160,147
-1,044
| -0.6% | -$16.1K |
|
122
AstraZeneca
AZN
$252B
| $2.47M | 0.14% |
83,190
+13,350
| +19% | +$396K |
|
123
Cinemark Holdings
CNK
$3.12B
| $2.46M | 0.14% |
73,696
+9,871
| +15% | +$329K |
|
124
NOV
NOV
$4.87B
| $2.45M | 0.14% |
34,088
+1,599
| +5% | +$115K |
|
125
Financial Select Sector SPDR Fund
XLF
$53.1B
| $2.44M | 0.14% |
127,159
+23,010
| +22% | +$442K |
|