PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+4.58%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.88B
AUM Growth
+$208M
(+12%)
Cap. Flow
+$140M
Cap. Flow
% of AUM
7.47%
Top 10 Holdings %
Top 10 Hldgs %
20%
Holding
840
New
45
Increased
285
Reduced
173
Closed
22
Top Buys
| 1 |
Apple
AAPL
|
+$6.72M |
| 2 |
Johnson & Johnson
JNJ
|
+$3.99M |
| 3 |
Procter & Gamble
PG
|
+$3.99M |
| 4 |
RTX Corp
RTX
|
+$3.83M |
| 5 |
Southwest Airlines
LUV
|
+$3.81M |
Top Sells
| 1 |
Chevron
CVX
|
+$3.89M |
| 2 |
Gilead Sciences
GILD
|
+$2.81M |
| 3 |
AGN
Allergan plc
AGN
|
+$1.79M |
| 4 |
AGN
ALLERGAN INC
AGN
|
+$1.71M |
| 5 |
Monster Beverage
MNST
|
+$1.5M |
Sector Composition
| 1 | Healthcare | 15.16% |
| 2 | Technology | 14.71% |
| 3 | Financials | 13.92% |
| 4 | Industrials | 11.71% |
| 5 | Energy | 10.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Vodafone
VOD
$28.5B
| $2.94M | 0.16% |
87,958
+48,576
| +123% | +$1.62M |
|
127
Union Pacific
UNP
$127B
| $2.85M | 0.15% |
28,610
-980
| -3% | -$97.8K |
|
128
Suncor Energy
SU
$51B
| $2.84M | 0.15% |
66,696
+6
| +0% | +$256 |
|
129
Travelers Companies
TRV
$62.8B
| $2.76M | 0.15% |
29,389
+25,615
| +679% | +$2.41M |
|
130
Bank of New York Mellon
BK
$74.7B
| $2.75M | 0.15% |
73,467
+2,174
| +3% | +$81.5K |
|
131
Sumitomo Mitsui Financial
SMFG
$107B
| $2.74M | 0.15% |
323,460
+155,921
| +93% | +$1.32M |
|
132
Baxter International
BAX
$12.3B
| $2.71M | 0.14% |
69,060
+14,655
| +27% | +$576K |
|
133
Johnson Controls International
JCI
$70.5B
| $2.7M | 0.14% |
51,661
+35,316
| +216% | +$1.85M |
|
134
Financial Select Sector SPDR Fund
XLF
$54.5B
| $2.69M | 0.14% |
134,545
-1,158
| -0.9% | -$23.1K |
|
135
American Electric Power
AEP
$58.4B
| $2.68M | 0.14% |
48,030
+23,450
| +95% | +$1.31M |
|
136
Truist Financial
TFC
$58.2B
| $2.67M | 0.14% |
67,754
-24,916
| -27% | -$982K |
|
137
Fiserv
FI
$73.3B
| $2.65M | 0.14% |
87,926
+63,056
| +254% | +$1.9M |
|
138
Cincinnati Financial
CINF
$24.5B
| $2.64M | 0.14% |
54,899
-4,296
| -7% | -$206K |
|
139
NOV
NOV
$4.84B
| $2.62M | 0.14% |
31,783
-3,304
| -9% | -$272K |
|
140
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $2.61M | 0.14% |
214,569
+38,982
| +22% | +$473K |
|
141
Lowe's Companies
LOW
$153B
| $2.56M | 0.14% |
53,380
-165
| -0.3% | -$7.92K |
|
142
iShares Core S&P 500 ETF
IVV
$676B
| $2.51M | 0.13% |
12,756
+1,515
| +13% | +$298K |
|
143
Halliburton
HAL
$19.1B
| $2.47M | 0.13% |
34,804
-3,139
| -8% | -$223K |
|
|
WBA
144
DELISTED
Walgreens Boots Alliance
WBA
| $2.46M | 0.13% |
33,232
+362
| +1% | +$26.8K |
|
145
Booking.com
BKNG
$177B
| $2.45M | 0.13% |
2,040
+287
| +16% | +$345K |
|
146
Southern Company
SO
$101B
| $2.4M | 0.13% |
52,929
+2,871
| +6% | +$130K |
|
147
iShares S&P 500 Value ETF
IVE
$41.2B
| $2.39M | 0.13% |
26,433
| – | – |
|
148
BP
BP
$87.3B
| $2.37M | 0.13% |
54,874
+4,831
| +10% | +$208K |
|
149
Public Storage
PSA
$51.3B
| $2.29M | 0.12% |
13,333
+6,931
| +108% | +$1.19M |
|
150
iShares Biotechnology ETF
IBB
$5.67B
| $2.28M | 0.12% |
26,550
+8,775
| +49% | +$752K |
|