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
Cap. Flow
-$753K
Cap. Flow %
-0.02%
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11

Top Buys

1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$16.8M
2
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$11.8M
3
NVDA icon
NVIDIA
NVDA
+$8.09M
4
MCK icon
McKesson
MCK
+$6.52M
5
WHR icon
Whirlpool
WHR
+$5.92M

Top Sells

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.68M
2
REET icon
iShares Global REIT ETF
REET
+$8.64M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.42M
4
ABT icon
Abbott
ABT
+$7.12M
5
SPYG icon
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
CMI icon
101
Cummins
CMI
$56.6B
$10.5M 0.24%
43,229
+374
+0.9% +$91.2K
ORCL icon
102
Oracle
ORCL
$865B
$10.4M 0.23%
134,055
-958
-0.7% -$74.6K
EL icon
103
Estee Lauder
EL
$31.2B
$10.2M 0.23%
32,152
+5,756
+22% +$1.83M
GLD icon
104
SPDR Gold Trust
GLD
$115B
$10.1M 0.23%
61,052
-580
-0.9% -$96.1K
XOM icon
105
Exxon Mobil
XOM
$478B
$9.9M 0.22%
156,968
+5,416
+4% +$342K
IDXX icon
106
Idexx Laboratories
IDXX
$51.6B
$9.89M 0.22%
15,661
+9,306
+146% +$5.88M
T icon
107
AT&T
T
$211B
$9.62M 0.22%
442,764
-14,753
-3% -$321K
MS icon
108
Morgan Stanley
MS
$250B
$9.33M 0.21%
101,802
-1,158
-1% -$106K
PFE icon
109
Pfizer
PFE
$141B
$9.29M 0.21%
237,217
-43,702
-16% -$1.71M
EA icon
110
Electronic Arts
EA
$42.5B
$9.28M 0.21%
64,509
+8,953
+16% +$1.29M
IWB icon
111
iShares Russell 1000 ETF
IWB
$44.6B
$8.96M 0.2%
36,999
+975
+3% +$236K
ADP icon
112
Automatic Data Processing
ADP
$121B
$8.89M 0.2%
44,755
+4,837
+12% +$961K
C icon
113
Citigroup
C
$182B
$8.8M 0.2%
124,416
+445
+0.4% +$31.5K
RTX icon
114
RTX Corp
RTX
$211B
$8.71M 0.2%
102,129
+7,637
+8% +$652K
WMT icon
115
Walmart
WMT
$818B
$8.68M 0.19%
184,617
+13,857
+8% +$651K
CVS icon
116
CVS Health
CVS
$94.7B
$8.62M 0.19%
103,248
+1,480
+1% +$123K
CHD icon
117
Church & Dwight Co
CHD
$23B
$8.57M 0.19%
100,596
-2,275
-2% -$194K
USB icon
118
US Bancorp
USB
$76.8B
$8.53M 0.19%
149,691
+1,238
+0.8% +$70.5K
PGR icon
119
Progressive
PGR
$146B
$8.51M 0.19%
86,596
+56
+0.1% +$5.5K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$35B
$8.46M 0.19%
83,086
+256
+0.3% +$26.1K
MDT icon
121
Medtronic
MDT
$121B
$8.37M 0.19%
67,456
-2,664
-4% -$331K
KO icon
122
Coca-Cola
KO
$291B
$8.28M 0.19%
152,943
+3,938
+3% +$213K
PNC icon
123
PNC Financial Services
PNC
$79.8B
$8.25M 0.18%
43,256
-770
-2% -$147K
ORLY icon
124
O'Reilly Automotive
ORLY
$91.5B
$8.22M 0.18%
217,665
+22,935
+12% +$866K
MMC icon
125
Marsh & McLennan
MMC
$100B
$8.15M 0.18%
57,913
-34
-0.1% -$4.78K
3 4
5
6 7