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
Cap. Flow
-$753K
Cap. Flow %
-0.02%
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11

Top Buys

1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$16.8M
2
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$11.8M
3
NVDA icon
NVIDIA
NVDA
+$8.09M
4
MCK icon
McKesson
MCK
+$6.52M
5
WHR icon
Whirlpool
WHR
+$5.92M

Top Sells

1
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.68M
2
REET icon
iShares Global REIT ETF
REET
+$8.64M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.42M
4
ABT icon
Abbott
ABT
+$7.12M
5
SPYG icon
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
SBUX icon
151
Starbucks
SBUX
$93.6B
$5.55M 0.12%
49,613
+14,751
+42% +$1.65M
VEU icon
152
Vanguard FTSE All-World ex-US ETF
VEU
$49.9B
$5.54M 0.12%
87,388
+2,145
+3% +$136K
BMY icon
153
Bristol-Myers Squibb
BMY
$96B
$5.49M 0.12%
82,105
+4,903
+6% +$328K
TIP icon
154
iShares TIPS Bond ETF
TIP
$14B
$5.3M 0.12%
41,438
+554
+1% +$70.9K
WM icon
155
Waste Management
WM
$88.8B
$5.25M 0.12%
37,490
-2,086
-5% -$292K
MUB icon
156
iShares National Muni Bond ETF
MUB
$39.5B
$5.11M 0.11%
43,601
+2,461
+6% +$288K
SIVB
157
DELISTED
SVB Financial Group
SIVB
$5.08M 0.11%
9,137
-413
-4% -$230K
PM icon
158
Philip Morris
PM
$261B
$4.9M 0.11%
49,426
+2,529
+5% +$251K
NUE icon
159
Nucor
NUE
$32.6B
$4.86M 0.11%
50,630
+5,882
+13% +$564K
VSGX icon
160
Vanguard ESG International Stock ETF
VSGX
$5.11B
$4.8M 0.11%
74,784
-56
-0.1% -$3.59K
VO icon
161
Vanguard Mid-Cap ETF
VO
$88.6B
$4.77M 0.11%
20,105
+138
+0.7% +$32.8K
TRV icon
162
Travelers Companies
TRV
$61.3B
$4.7M 0.11%
31,416
+12
+0% +$1.8K
CAT icon
163
Caterpillar
CAT
$198B
$4.66M 0.1%
21,417
-1,059
-5% -$230K
MET icon
164
MetLife
MET
$52.7B
$4.54M 0.1%
75,787
-1,672
-2% -$100K
IBM icon
165
IBM
IBM
$239B
$4.53M 0.1%
32,286
+4,181
+15% +$586K
GE icon
166
GE Aerospace
GE
$301B
$4.52M 0.1%
67,349
+1,178
+2% +$79K
AJG icon
167
Arthur J. Gallagher & Co
AJG
$75.2B
$4.49M 0.1%
32,066
-1,416
-4% -$198K
LH icon
168
Labcorp
LH
$22.7B
$4.4M 0.1%
18,559
-382
-2% -$90.5K
NVO icon
169
Novo Nordisk
NVO
$241B
$4.39M 0.1%
104,688
+4
+0% +$168
PSX icon
170
Phillips 66
PSX
$53.1B
$4.35M 0.1%
50,731
-976
-2% -$83.8K
LMT icon
171
Lockheed Martin
LMT
$108B
$4.23M 0.09%
11,183
-3,387
-23% -$1.28M
IJK icon
172
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.31B
$4.2M 0.09%
51,851
-1,947
-4% -$158K
AWK icon
173
American Water Works
AWK
$27B
$4.17M 0.09%
27,030
-2,027
-7% -$312K
NVS icon
174
Novartis
NVS
$247B
$4.11M 0.09%
45,020
-1,482
-3% -$135K
SPTS icon
175
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.93B
$4.1M 0.09%
133,799
-2,566
-2% -$78.6K
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