PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Return 12.24%
This Quarter Return
+0.81%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$6.97M
Cap. Flow
+$3.07M
Cap. Flow %
0.16%
Top 10 Hldgs %
20.64%
Holding
841
New
23
Increased
254
Reduced
233
Closed
32

Top Buys

1
JNJ icon
Johnson & Johnson
JNJ
+$2.01M
2
XOM icon
Exxon Mobil
XOM
+$1.81M
3
AAPL icon
Apple
AAPL
+$1.64M
4
VOD icon
Vodafone
VOD
+$1.15M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.03M

Top Sells

1
TJX icon
TJX Companies
TJX
+$3.49M
2
EBAY icon
eBay
EBAY
+$2.8M
3
GILD icon
Gilead Sciences
GILD
+$1.63M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.06M
5
AGN
ALLERGAN INC
AGN
+$1.01M

Sector Composition

1 Healthcare 15.92%
2 Technology 15.44%
3 Financials 14.04%
4 Industrials 11.5%
5 Energy 10.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
BSV icon
176
Vanguard Short-Term Bond ETF
BSV
$38.5B
$1.73M 0.09%
21,541
+86
+0.4% +$6.89K
GS icon
177
Goldman Sachs
GS
$238B
$1.73M 0.09%
9,401
-1,025
-10% -$188K
TWX
178
DELISTED
Time Warner Inc
TWX
$1.7M 0.09%
22,577
+866
+4% +$65.1K
XLK icon
179
Technology Select Sector SPDR Fund
XLK
$86.6B
$1.7M 0.09%
42,479
+8,465
+25% +$338K
DEO icon
180
Diageo
DEO
$57.6B
$1.69M 0.09%
14,643
+290
+2% +$33.5K
ZBH icon
181
Zimmer Biomet
ZBH
$20.7B
$1.69M 0.09%
17,297
-469
-3% -$45.8K
MRO
182
DELISTED
Marathon Oil Corporation
MRO
$1.66M 0.09%
44,202
+336
+0.8% +$12.6K
PHG icon
183
Philips
PHG
$27.2B
$1.66M 0.09%
72,795
+3,029
+4% +$69K
WPP icon
184
WPP
WPP
$5.87B
$1.65M 0.09%
16,471
+456
+3% +$45.8K
BAC.PRL icon
185
Bank of America Series L
BAC.PRL
$3.95B
$1.65M 0.09%
1,440
+80
+6% +$91.7K
AEG icon
186
Aegon
AEG
$12.1B
$1.65M 0.09%
289,761
+46,992
+19% +$267K
RTN
187
DELISTED
Raytheon Company
RTN
$1.64M 0.09%
16,101
-312
-2% -$31.7K
BLK icon
188
Blackrock
BLK
$176B
$1.62M 0.09%
4,943
+237
+5% +$77.8K
ITC
189
DELISTED
ITC HOLDINGS CORP
ITC
$1.62M 0.09%
45,525
+2,150
+5% +$76.6K
EPD icon
190
Enterprise Products Partners
EPD
$69.1B
$1.6M 0.08%
39,689
+901
+2% +$36.3K
SBNY
191
DELISTED
Signature Bank
SBNY
$1.59M 0.08%
14,190
-202
-1% -$22.6K
KMP
192
DELISTED
KINDER MORGAN ENER PNTRS L.P.
KMP
$1.58M 0.08%
16,963
-2,694
-14% -$251K
AFL icon
193
Aflac
AFL
$58.1B
$1.56M 0.08%
53,410
+400
+0.8% +$11.6K
AMJ
194
DELISTED
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
$1.53M 0.08%
28,875
+1,500
+5% +$79.6K
VB icon
195
Vanguard Small-Cap ETF
VB
$67.9B
$1.53M 0.08%
13,814
-1,174
-8% -$130K
KEX icon
196
Kirby Corp
KEX
$4.91B
$1.53M 0.08%
12,946
-44
-0.3% -$5.19K
MON
197
DELISTED
Monsanto Co
MON
$1.52M 0.08%
13,532
+25
+0.2% +$2.81K
SIVB
198
DELISTED
SVB Financial Group
SIVB
$1.51M 0.08%
13,462
+209
+2% +$23.4K
IT icon
199
Gartner
IT
$18.3B
$1.5M 0.08%
20,356
+132
+0.7% +$9.7K
LKQ icon
200
LKQ Corp
LKQ
$8.47B
$1.44M 0.08%
53,976
+13,250
+33% +$352K
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8
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