PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Return 12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
Cap. Flow
+$38M
Cap. Flow %
1.19%
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24

Top Buys

1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.7M
2
BAC icon
Bank of America
BAC
+$8.47M
3
EQIX icon
Equinix
EQIX
+$3.85M
4
BWZ icon
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.2M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.76M

Top Sells

1
COF icon
Capital One
COF
+$8.84M
2
MCD icon
McDonald's
MCD
+$4.38M
3
AAPL icon
Apple
AAPL
+$4.27M
4
GE icon
GE Aerospace
GE
+$4.12M
5
UNH icon
UnitedHealth
UNH
+$3.23M

Sector Composition

1 Technology 14.07%
2 Healthcare 12.08%
3 Financials 12.08%
4 Consumer Discretionary 10.5%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
TXN icon
151
Texas Instruments
TXN
$166B
$3.92M 0.12%
37,521
-2,242
-6% -$234K
GPC icon
152
Genuine Parts
GPC
$19.7B
$3.86M 0.12%
40,623
+3,607
+10% +$343K
IJS icon
153
iShares S&P Small-Cap 600 Value ETF
IJS
$6.63B
$3.85M 0.12%
50,198
+696
+1% +$53.4K
APD icon
154
Air Products & Chemicals
APD
$65.2B
$3.85M 0.12%
23,472
-421
-2% -$69.1K
EQIX icon
155
Equinix
EQIX
$77.2B
$3.85M 0.12%
+8,483
New +$3.85M
LHX icon
156
L3Harris
LHX
$52.2B
$3.82M 0.12%
26,969
-834
-3% -$118K
ZBH icon
157
Zimmer Biomet
ZBH
$20.4B
$3.81M 0.12%
32,473
-85
-0.3% -$9.96K
MAA icon
158
Mid-America Apartment Communities
MAA
$16.6B
$3.77M 0.12%
37,504
-1,004
-3% -$101K
CNK icon
159
Cinemark Holdings
CNK
$3.25B
$3.74M 0.12%
107,480
-11,753
-10% -$409K
SPG icon
160
Simon Property Group
SPG
$59.6B
$3.58M 0.11%
20,849
-600
-3% -$103K
AVB icon
161
AvalonBay Communities
AVB
$27.8B
$3.52M 0.11%
19,727
-130
-0.7% -$23.2K
PSA icon
162
Public Storage
PSA
$51.3B
$3.42M 0.11%
16,372
-1,426
-8% -$298K
AJG icon
163
Arthur J. Gallagher & Co
AJG
$76.2B
$3.4M 0.11%
53,687
-6,786
-11% -$429K
AXP icon
164
American Express
AXP
$226B
$3.31M 0.1%
33,371
-2,047
-6% -$203K
D icon
165
Dominion Energy
D
$51.2B
$3.31M 0.1%
40,853
-303
-0.7% -$24.6K
PKG icon
166
Packaging Corp of America
PKG
$19.4B
$3.31M 0.1%
27,450
+269
+1% +$32.4K
NKE icon
167
Nike
NKE
$108B
$3.27M 0.1%
52,320
-1,298
-2% -$81.2K
PYPL icon
168
PayPal
PYPL
$63.9B
$3.27M 0.1%
44,407
-130
-0.3% -$9.57K
BDX icon
169
Becton Dickinson
BDX
$53.6B
$3.19M 0.1%
15,277
-232
-1% -$48.5K
LNC icon
170
Lincoln National
LNC
$7.99B
$3.18M 0.1%
41,424
+9,840
+31% +$756K
MS icon
171
Morgan Stanley
MS
$250B
$3.17M 0.1%
60,389
+364
+0.6% +$19.1K
STT icon
172
State Street
STT
$31.9B
$3.1M 0.1%
31,723
+1,578
+5% +$154K
DOC
173
DELISTED
PHYSICIANS REALTY TRUST
DOC
$3.09M 0.1%
171,779
+7,208
+4% +$130K
EBIX
174
DELISTED
Ebix Inc
EBIX
$3.07M 0.1%
38,716
– –
SYK icon
175
Stryker
SYK
$147B
$3.05M 0.1%
19,697
-2,917
-13% -$452K
5 6
7
8 9