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
(+6.7%)
Cap. Flow
-$753K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$16.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.8M |
| 3 |
NVIDIA
NVDA
|
+$8.09M |
| 4 |
McKesson
MCK
|
+$6.52M |
| 5 |
Whirlpool
WHR
|
+$5.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 2 |
iShares Global REIT ETF
REET
|
+$8.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.42M |
| 4 |
Abbott
ABT
|
+$7.12M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Russell 1000 Growth ETF
VONG
$31.8B
| $8.12M | 0.18% |
116,269
+47,065
| +68% | +$3.29M |
|
127
Ingredion
INGR
$8.09B
| $7.93M | 0.18% |
87,570
+26,329
| +43% | +$2.38M |
|
128
SPDR S&P Regional Banking ETF
KRE
$4.24B
| $7.89M | 0.18% |
120,431
+30,558
| +34% | +$2M |
|
129
iShares Russell 2000 Value ETF
IWN
$12B
| $7.75M | 0.17% |
46,743
+3,036
| +7% | +$503K |
|
130
Tesla
TSLA
$1.23T
| $7.66M | 0.17% |
33,795
+3,351
| +11% | +$759K |
|
131
Expeditors International
EXPD
$16.7B
| $7.48M | 0.17% |
59,097
+11,313
| +24% | +$1.43M |
|
132
Mondelez International
MDLZ
$80.7B
| $7.4M | 0.17% |
118,486
-5,568
| -4% | -$348K |
|
133
Lam Research
LRCX
$148B
| $7.38M | 0.17% |
113,440
+76,040
| +203% | +$4.95M |
|
134
Applied Materials
AMAT
$135B
| $7.29M | 0.16% |
51,179
+3,108
| +6% | +$443K |
|
135
3M
MMM
$85.6B
| $7.09M | 0.16% |
42,678
+4,847
| +13% | +$805K |
|
136
Fiserv
FI
$73.7B
| $7.01M | 0.16% |
65,563
-7,402
| -10% | -$791K |
|
137
iShares Floating Rate Bond ETF
FLOT
$9.06B
| $6.83M | 0.15% |
134,365
+7,798
| +6% | +$396K |
|
138
BorgWarner
BWA
$9.53B
| $6.77M | 0.15% |
158,489
+44,044
| +38% | +$1.88M |
|
139
SPDR Portfolio Developed World ex-US ETF
SPDW
$29.7B
| $6.74M | 0.15% |
183,251
-113,852
| -38% | -$4.19M |
|
140
Invesco QQQ Trust
QQQ
$372B
| $6.7M | 0.15% |
18,901
+527
| +3% | +$187K |
|
|
141
McKesson
MCK
$89.6B
| $6.52M | 0.15% |
+34,085
| New | +$6.52M |
|
142
SPDR S&P 600 Small Cap Value ETF
SLYV
$4.1B
| $6.49M | 0.15% |
75,668
-32,270
| -30% | -$2.77M |
|
143
Lowe's Companies
LOW
$152B
| $6.39M | 0.14% |
32,916
+51
| +0.2% | +$9.89K |
|
144
Blackrock
BLK
$175B
| $6.18M | 0.14% |
7,060
-172
| -2% | -$150K |
|
145
iShares ESG Aware MSCI EM ETF
ESGE
$5.33B
| $6.02M | 0.13% |
133,222
+5,501
| +4% | +$248K |
|
|
146
Whirlpool
WHR
$5.25B
| $5.92M | 0.13% |
+27,132
| New | +$5.92M |
|
147
iShares ESG Optimized MSCI USA ETF
SUSA
$3.63B
| $5.87M | 0.13% |
61,411
+4,641
| +8% | +$443K |
|
148
Invesco S&P 500 Equal Weight ETF
RSP
$75.2B
| $5.75M | 0.13% |
38,147
-1,113
| -3% | -$168K |
|
149
Mastercard
MA
$529B
| $5.74M | 0.13% |
15,725
+1,215
| +8% | +$444K |
|
150
Emerson Electric
EMR
$77.1B
| $5.66M | 0.13% |
58,852
+4,453
| +8% | +$429K |
|