PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.51%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.89B
AUM Growth
+$125M
(+7.1%)
Cap. Flow
+$11.9M
Cap. Flow
% of AUM
0.63%
Top 10 Holdings %
Top 10 Hldgs %
23.29%
Holding
936
New
48
Increased
236
Reduced
268
Closed
56
Top Buys
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$18.2M |
| 2 |
McDonald's
MCD
|
+$8.74M |
| 3 |
Visa
V
|
+$6.84M |
| 4 |
Blackrock
BLK
|
+$6.51M |
| 5 |
Honeywell
HON
|
+$6.24M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
+$18.4M |
| 2 |
Qualcomm
QCOM
|
+$9.86M |
| 3 |
Motorola Solutions
MSI
|
+$8.04M |
| 4 |
Biogen
BIIB
|
+$6.72M |
| 5 |
DD
Du Pont De Nemours E I
DD
|
+$6.42M |
Sector Composition
| 1 | Healthcare | 16.94% |
| 2 | Technology | 14.51% |
| 3 | Financials | 13.47% |
| 4 | Consumer Discretionary | 10.89% |
| 5 | Industrials | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Barclays
BCS
$72.8B
| $1.84M | 0.1% |
151,549
-721
| -0.5% | -$8.76K |
|
177
Aegon
AEG
$12.1B
| $1.78M | 0.09% |
437,293
-41,991
| -9% | -$171K |
|
178
Invesco S&P 500 Equal Weight ETF
RSP
$75.3B
| $1.78M | 0.09% |
23,227
+3,470
| +18% | +$266K |
|
179
BP
BP
$88.8B
| $1.73M | 0.09% |
65,915
+8,859
| +16% | +$233K |
|
180
Cardinal Health
CAH
$36.4B
| $1.68M | 0.09% |
18,781
-141
| -0.7% | -$12.6K |
|
181
Labcorp
LH
$23.2B
| $1.65M | 0.09% |
15,489
-233
| -1% | -$24.7K |
|
182
Banco Bilbao Vizcaya Argentaria
BBVA
$110B
| $1.63M | 0.09% |
231,638
+13,543
| +6% | +$95.4K |
|
183
Marathon Petroleum
MPC
$55.4B
| $1.63M | 0.09% |
31,412
-260
| -0.8% | -$13.5K |
|
184
Gartner
IT
$18.3B
| $1.62M | 0.09% |
17,881
-18
| -0.1% | -$1.63K |
|
|
SBNY
185
DELISTED
Signature Bank
SBNY
| $1.61M | 0.09% |
10,470
-783
| -7% | -$120K |
|
186
Diageo
DEO
$57.6B
| $1.59M | 0.08% |
14,616
+801
| +6% | +$87.4K |
|
187
TotalEnergies
TTE
$134B
| $1.59M | 0.08% |
+35,449
| New | +$1.59M |
|
188
Bank of America Series L
BAC.PRL
$3.95B
| $1.59M | 0.08% |
1,455
| – | – |
|
189
DuPont de Nemours
DD
$32.7B
| $1.59M | 0.08% |
15,265
-60
| -0.4% | -$6.23K |
|
190
Truist Financial
TFC
$58.4B
| $1.57M | 0.08% |
41,614
-1,252
| -3% | -$47.4K |
|
191
Illinois Tool Works
ITW
$77.6B
| $1.57M | 0.08% |
16,952
-132
| -0.8% | -$12.2K |
|
192
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.54M | 0.08% |
19,405
| – | – |
|
193
Pediatrix Medical
MD
$1.48B
| $1.51M | 0.08% |
21,104
+164
| +0.8% | +$11.8K |
|
194
Williams Companies
WMB
$72.5B
| $1.51M | 0.08% |
58,749
-14,971
| -20% | -$385K |
|
|
CHL
195
DELISTED
China Mobile Limited
CHL
| $1.51M | 0.08% |
+26,743
| New | +$1.51M |
|
196
Baxter International
BAX
$12.6B
| $1.5M | 0.08% |
39,198
-2,713
| -6% | -$104K |
|
197
Mastercard
MA
$532B
| $1.47M | 0.08% |
15,084
-295
| -2% | -$28.7K |
|
198
L3Harris
LHX
$52.5B
| $1.45M | 0.08% |
16,638
+270
| +2% | +$23.5K |
|
199
Aflac
AFL
$58.1B
| $1.44M | 0.08% |
48,070
-418
| -0.9% | -$12.5K |
|
200
Charles Schwab
SCHW
$171B
| $1.43M | 0.08% |
43,273
+5,800
| +15% | +$191K |
|