PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.51%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$125M
(+7.1%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
23.29%
Holding
936
New
48
Increased
236
Reduced
268
Closed
56
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$18.2M |
| 2 |
McDonald's
MCD
|
+$8.74M |
| 3 |
Visa
V
|
+$6.84M |
| 4 |
Blackrock
BLK
|
+$6.51M |
| 5 |
Honeywell
HON
|
+$6.24M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$18.4M |
| 2 |
Qualcomm
QCOM
|
+$9.86M |
| 3 |
Motorola Solutions
MSI
|
+$8.04M |
| 4 |
Biogen
BIIB
|
+$6.72M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$6.42M |
Sector Composition
| 1 | Healthcare | 16.94% |
| 2 | Technology | 14.51% |
| 3 | Financials | 13.47% |
| 4 | Consumer Discretionary | 10.89% |
| 5 | Industrials | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Russell 1000 ETF
IWB
$44.6B
| $4.26M | 0.23% |
37,622
-225
| -0.6% | -$25.5K |
|
102
SPDR S&P 500 ETF Trust
SPY
$670B
| $4.26M | 0.23% |
20,904
+5,632
| +37% | +$1.15M |
|
103
Philip Morris
PM
$261B
| $4.17M | 0.22% |
47,466
+169
| +0.4% | +$14.9K |
|
104
CSX Corp
CSX
$61.2B
| $4.12M | 0.22% |
476,805
+22,332
| +5% | +$193K |
|
105
Mondelez International
MDLZ
$80.3B
| $4.09M | 0.22% |
91,308
+1,701
| +2% | +$76.3K |
|
106
American Electric Power
AEP
$58.2B
| $4.08M | 0.22% |
70,020
+3,944
| +6% | +$230K |
|
107
Emerson Electric
EMR
$77.4B
| $4.07M | 0.22% |
85,147
-1,923
| -2% | -$92K |
|
108
Stanley Black & Decker
SWK
$12.3B
| $4.02M | 0.21% |
37,668
-3,440
| -8% | -$367K |
|
109
Prudential Financial
PRU
$37.7B
| $4M | 0.21% |
49,184
-5,544
| -10% | -$451K |
|
110
Simon Property Group
SPG
$60B
| $3.94M | 0.21% |
20,257
+376
| +2% | +$73.1K |
|
111
Air Products & Chemicals
APD
$65.5B
| $3.84M | 0.2% |
31,890
+329
| +1% | +$39.6K |
|
112
GSK
GSK
$83.5B
| $3.68M | 0.19% |
72,864
+352
| +0.5% | +$17.8K |
|
113
Travelers Companies
TRV
$62.9B
| $3.57M | 0.19% |
31,599
+25
| +0.1% | +$2.82K |
|
114
Bank of America
BAC
$376B
| $3.51M | 0.19% |
208,799
-3,548
| -2% | -$59.7K |
|
115
Lowe's Companies
LOW
$153B
| $3.5M | 0.19% |
46,083
-3,321
| -7% | -$253K |
|
116
Bank of New York Mellon
BK
$74.5B
| $3.44M | 0.18% |
83,464
+5,396
| +7% | +$222K |
|
117
iShares Biotechnology ETF
IBB
$5.77B
| $3.21M | 0.17% |
28,500
+2,151
| +8% | +$243K |
|
118
Dover
DOV
$24.4B
| $3.16M | 0.17% |
63,712
-72,827
| -53% | -$3.61M |
|
|
LSBG
119
DELISTED
Lake Sunapee Bank Group
LSBG
| $3.14M | 0.17% |
223,651
-18,629
| -8% | -$261K |
|
|
SYT
120
DELISTED
Syngenta Ag
SYT
| $3.12M | 0.17% |
39,601
+11,911
| +43% | +$938K |
|
121
Ford
F
$46.8B
| $3.11M | 0.16% |
220,451
+13,882
| +7% | +$196K |
|
122
American Water Works
AWK
$27.2B
| $3.08M | 0.16% |
51,611
+29,974
| +139% | +$1.79M |
|
123
Sumitomo Mitsui Financial
SMFG
$107B
| $3.08M | 0.16% |
405,802
+20,279
| +5% | +$154K |
|
124
Becton Dickinson
BDX
$54.6B
| $3.07M | 0.16% |
20,425
-274
| -1% | -$41.2K |
|
125
Corning
GLW
$64.6B
| $3.04M | 0.16% |
166,451
-2,965
| -2% | -$54.2K |
|