PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+2.67%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.9B
AUM Growth
+$34.4M
(+1.8%)
Cap. Flow
-$2.12M
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
24.02%
Holding
937
New
49
Increased
201
Reduced
290
Closed
57
Top Buys
| 1 |
Fortive
FTV
|
+$3.43M |
| 2 |
Lam Research
LRCX
|
+$2.94M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$2.22M |
| 4 |
Starbucks
SBUX
|
+$1.53M |
| 5 |
Chevron
CVX
|
+$1.4M |
Top Sells
| 1 |
EMC
EMC CORPORATION
EMC
|
+$5.07M |
| 2 |
HAR
Harman International Industries
HAR
|
+$2.6M |
| 3 |
Danaher
DHR
|
+$2.55M |
| 4 |
AstraZeneca
AZN
|
+$1.35M |
| 5 |
Embraer
ERJ
|
+$1.13M |
Sector Composition
| 1 | Healthcare | 16.57% |
| 2 | Technology | 14.42% |
| 3 | Financials | 12.61% |
| 4 | Industrials | 10.51% |
| 5 | Consumer Discretionary | 10.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lowe's Companies
LOW
$149B
| $2.65M | 0.14% |
36,764
-518
| -1% | -$37.4K |
|
|
127
AstraZeneca
AZN
$251B
| $2.65M | 0.14% |
80,605
-40,965
| -34% | -$1.35M |
|
128
Philips
PHG
$27.2B
| $2.6M | 0.14% |
114,496
+13,709
| +14% | +$312K |
|
129
Amazon
AMZN
$2.45T
| $2.57M | 0.14% |
61,360
+8,100
| +15% | +$339K |
|
130
Southern Company
SO
$101B
| $2.55M | 0.13% |
49,786
+635
| +1% | +$32.6K |
|
131
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $2.5M | 0.13% |
47,326
-5,770
| -11% | -$305K |
|
132
Kraft Heinz
KHC
$31.4B
| $2.47M | 0.13% |
27,612
-85
| -0.3% | -$7.61K |
|
|
INFO
133
DELISTED
IHS Markit Ltd. Common Shares
INFO
| $2.36M | 0.12% |
62,855
-3,140
| -5% | -$118K |
|
134
Eaton
ETN
$140B
| $2.36M | 0.12% |
35,844
-780
| -2% | -$51.3K |
|
135
Nike
NKE
$110B
| $2.34M | 0.12% |
44,433
+471
| +1% | +$24.8K |
|
136
TotalEnergies
TTE
$134B
| $2.34M | 0.12% |
49,034
-3,583
| -7% | -$171K |
|
137
National Grid
NGG
$70.5B
| $2.33M | 0.12% |
33,486
-8,589
| -20% | -$598K |
|
138
iShares Biotechnology ETF
IBB
$5.77B
| $2.31M | 0.12% |
23,949
-60
| -0.2% | -$5.79K |
|
139
Financial Select Sector SPDR Fund
XLF
$54.8B
| $2.29M | 0.12% |
118,431
-16,624
| -12% | -$321K |
|
140
iShares S&P 500 Value ETF
IVE
$41.3B
| $2.25M | 0.12% |
23,686
-311
| -1% | -$29.5K |
|
141
Texas Instruments
TXN
$167B
| $2.24M | 0.12% |
31,963
+1,423
| +5% | +$99.9K |
|
142
RPM International
RPM
$16.5B
| $2.21M | 0.12% |
41,164
-874
| -2% | -$46.9K |
|
|
PX
143
DELISTED
Praxair Inc
PX
| $2.17M | 0.11% |
17,954
-756
| -4% | -$91.3K |
|
144
Prudential Financial
PRU
$37.2B
| $2.14M | 0.11% |
26,175
-5,530
| -17% | -$451K |
|
145
HSBC
HSBC
$239B
| $2.13M | 0.11% |
62,657
-4,798
| -7% | -$163K |
|
146
Goldman Sachs
GS
$233B
| $2.12M | 0.11% |
13,144
+3,964
| +43% | +$639K |
|
|
CHL
147
DELISTED
China Mobile Limited
CHL
| $2.09M | 0.11% |
33,984
-1,436
| -4% | -$88.4K |
|
148
WPP
WPP
$5.87B
| $2.05M | 0.11% |
17,433
-2,330
| -12% | -$274K |
|
149
Ford
F
$46.8B
| $2.05M | 0.11% |
169,657
-33,140
| -16% | -$400K |
|
150
Fresenius Medical Care
FMS
$14.6B
| $2.03M | 0.11% |
46,369
+3,397
| +8% | +$149K |
|