PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Est. Return
12.24%
1 Year Est. Return
+12.24%
AUM
$4.16B
AUM Growth
-$320M
(-7.1%)
Holding
746
Top Buys
| 1 | +$2.11M | |
| 2 | +$1.95M | |
| 3 | +$1.89M | |
| 4 |
Realty Income
O
|
+$1.87M |
| 5 |
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$1.72M |
Top Sells
| 1 | +$55.5M | |
| 2 | +$35.1M | |
| 3 | +$21.2M | |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$17.9M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$16.7M |
Sector Composition
| 1 | Technology | 14.92% |
| 2 | Healthcare | 9.01% |
| 3 | Consumer Discretionary | 8.81% |
| 4 | Financials | 8.81% |
| 5 | Industrials | 5.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
iShares Russell 2000 Value ETF
IWN
$11.9B
| $7.9M | 0.19% |
47,602
+956
|
|
||
127
RTX Corp
RTX
$230B
| $7.9M | 0.19% |
91,785
-11,821
|
|
||
128
Citigroup
C
$193B
| $7.77M | 0.19% |
128,672
+4,274
|
|
||
129
Amgen
AMGN
$183B
| $7.75M | 0.19% |
34,434
-8,296
|
|
||
130
Applied Materials
AMAT
$214B
| $7.56M | 0.18% |
48,044
-3,664
|
|
||
131
Electronic Arts
EA
$50.9B
| $7.54M | 0.18% |
57,128
-5,517
|
|
||
132
Coca-Cola
KO
$303B
| $7.53M | 0.18% |
127,248
-24,853
|
|
||
133
SPDR Gold Trust
GLD
$141B
| $7.53M | 0.18% |
44,047
-16,787
|
|
||
134
Dimensional International Value ETF
DFIV
$15B
| $7.46M | 0.18% |
227,273
-40,161
|
|
||
135
Cummins
CMI
$70.5B
| $7.16M | 0.17% |
32,841
-5,091
|
|
||
136
Medtronic
MDT
$131B
| $6.39M | 0.15% |
61,792
-5,602
|
|
||
137
AT&T
T
$180B
| $6.33M | 0.15% |
340,615
-141,308
|
|
||
138
Labcorp
LH
$21.7B
| $6.26M | 0.15% |
23,193
-301
|
|
||
139
Mondelez International
MDLZ
$72B
| $6.15M | 0.15% |
92,736
-23,563
|
|
||
140
BorgWarner
BWA
$9.28B
| $5.94M | 0.14% |
149,741
-2,987
|
|
||
|
SIVB
141
DELISTED
SVB Financial Group
SIVB
| $5.91M | 0.14% |
8,711
-283
|
|
||
142
Walmart
WMT
$915B
| $5.8M | 0.14% |
120,270
-33,138
|
|
||
143
Waste Management
WM
$86.3B
| $5.73M | 0.14% |
34,355
-2,654
|
|
||
144
Nucor
NUE
$37.2B
| $5.61M | 0.13% |
49,114
-410
|
|
||
145
Arthur J. Gallagher & Co
AJG
$63B
| $5.21M | 0.13% |
30,711
-1,375
|
|
||
|
FISV
146
Fiserv Inc
FISV
$35.5B
| $5.09M | 0.12% |
49,054
-7,019
|
|
||
147
3M
MMM
$89.9B
| $4.98M | 0.12% |
33,530
-8,373
|
|
||
148
Vanguard Mid-Cap ETF
VO
$89.6B
| $4.95M | 0.12% |
19,410
-612
|
|
||
149
American Water Works
AWK
$25.2B
| $4.87M | 0.12% |
25,768
-1,402
|
|
||
150
Invesco QQQ Trust
QQQ
$407B
| $4.78M | 0.11% |
12,020
-6,321
|
|