PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
This Quarter Return
+5.24%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.96B
AUM Growth
+$1.96B
(+4%)
Cap. Flow
-$2.85M
Cap. Flow
% of AUM
-0.15%
Top 10 Holdings %
Top 10 Hldgs %
20.65%
Holding
849
New
40
Increased
207
Reduced
276
Closed
28
Top Buys
| 1 |
McDonald's
MCD
|
$13.2M |
| 2 |
WFM
Whole Foods Market Inc
WFM
|
$6.82M |
| 3 |
Kinder Morgan
KMI
|
$5.31M |
| 4 |
MetLife
MET
|
$4.31M |
| 5 |
Simon Property Group
SPG
|
$2.91M |
Top Sells
| 1 |
Philip Morris
PM
|
$3.52M |
| 2 |
Kroger
KR
|
$3.16M |
| 3 |
Apple
AAPL
|
$3.14M |
| 4 |
PPL Corp
PPL
|
$3.13M |
| 5 |
Chevron
CVX
|
$2.42M |
Sector Composition
| 1 | Healthcare | 15.74% |
| 2 | Technology | 15.5% |
| 3 | Financials | 14.15% |
| 4 | Industrials | 11.84% |
| 5 | Consumer Discretionary | 9.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Walmart
WMT
$774B
| $4.44M | 0.23% | 51,720 +2,675 | +5% | +$230K |
|
102
Target
TGT
$43.6B
| $4.42M | 0.23% | 58,153 -734 | -1% | -$55.7K |
|
103
Dominion Energy
D
$51.1B
| $4.4M | 0.22% | 57,225 -1,900 | -3% | -$146K |
|
104
Corning
GLW
$57.4B
| $4.4M | 0.22% | 191,832 -8,861 | -4% | -$203K |
|
105
M&T Bank
MTB
$31.5B
| $4.38M | 0.22% | 34,842 -323 | -0.9% | -$40.6K |
|
106
iShares Russell 1000 ETF
IWB
$43.2B
| $4.37M | 0.22% | 38,102 +766 | +2% | +$87.8K |
|
107
Vodafone
VOD
$28.8B
| $4.35M | 0.22% | 127,364 +4,421 | +4% | +$151K |
|
108
Bank of America
BAC
$376B
| $4.33M | 0.22% | 241,921 -275 | -0.1% | -$4.92K |
|
109
Microchip Technology
MCHP
$35.1B
| $4.27M | 0.22% | 94,632 -8,401 | -8% | -$379K |
|
110
Stanley Black & Decker
SWK
$11.5B
| $4.27M | 0.22% | 44,421 -151 | -0.3% | -$14.5K |
|
111
TEGNA Inc
TGNA
$3.41B
| $4.02M | 0.21% | 126,044 +6,581 | +6% | +$210K |
|
112
Lowe's Companies
LOW
$145B
| $3.99M | 0.2% | 58,063 +727 | +1% | +$50K |
|
113
Public Storage
PSA
$51.7B
| $3.91M | 0.2% | 21,155 +4,972 | +31% | +$919K |
|
114
Accenture
ACN
$162B
| $3.83M | 0.2% | 42,917 +28,748 | +203% | +$2.57M |
|
115
Union Pacific
UNP
$133B
| $3.81M | 0.19% | 31,976 -2,415 | -7% | -$288K |
|
116
American Electric Power
AEP
$59.4B
| $3.81M | 0.19% | 62,707 +5,961 | +11% | +$362K |
|
117
American Express
AXP
$231B
| $3.79M | 0.19% | 40,747 -1,476 | -3% | -$137K |
|
118
Ecolab
ECL
$78.6B
| $3.77M | 0.19% | 36,111 +95 | +0.3% | +$9.93K |
|
119
Norfolk Southern
NSC
$62.8B
| $3.72M | 0.19% | 33,966 -25 | -0.1% | -$2.74K |
|
120
Deere & Co
DE
$129B
| $3.64M | 0.19% | 41,138 -3,079 | -7% | -$272K |
|
121
Ford
F
$46.8B
| $3.62M | 0.18% | 233,302 +7,493 | +3% | +$116K |
|
122
GSK
GSK
$79.9B
| $3.61M | 0.18% | 84,510 +7,057 | +9% | +$302K |
|
123
AstraZeneca
AZN
$248B
| $3.53M | 0.18% | 50,122 -6,186 | -11% | -$435K |
|
|
PX
124
DELISTED
Praxair Inc
PX
| $3.45M | 0.18% | 26,640 -72 | -0.3% | -$9.33K |
|
125
Travelers Companies
TRV
$61.1B
| $3.43M | 0.17% | 32,364 +180 | +0.6% | +$19.1K |
|