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
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
176
Clorox
CLX
$15.1B
| $3.04M | 0.09% |
20,441
-235
| -1% | -$34.9K |
|
177
Aflac
AFL
$58.4B
| $3.04M | 0.09% |
69,214
-1,298
| -2% | -$57K |
|
178
Kraft Heinz
KHC
$30.9B
| $2.89M | 0.09% |
37,189
-967
| -3% | -$75.2K |
|
|
RDS.A
179
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $2.88M | 0.09% |
43,161
-26,606
| -38% | -$1.78M |
|
180
DXC Technology
DXC
$2.51B
| $2.86M | 0.09% |
34,877
+11,355
| +48% | +$932K |
|
181
Illinois Tool Works
ITW
$76.8B
| $2.86M | 0.09% |
17,141
-1,896
| -10% | -$316K |
|
182
Bar Harbor Bankshares
BHB
$540M
| $2.85M | 0.09% |
105,621
-11,475
| -10% | -$310K |
|
183
Financial Select Sector SPDR Fund
XLF
$54.6B
| $2.85M | 0.09% |
102,022
+376
| +0.4% | +$10.5K |
|
|
WBA
184
DELISTED
Walgreens Boots Alliance
WBA
| $2.84M | 0.09% |
39,109
-3,228
| -8% | -$234K |
|
185
Technology Select Sector SPDR Fund
XLK
$86.5B
| $2.82M | 0.09% |
44,109
-7,123
| -14% | -$455K |
|
186
Herbalife
HLF
$986M
| $2.82M | 0.09% |
83,128
+1,390
| +2% | +$47.1K |
|
|
PX
187
DELISTED
Praxair Inc
PX
| $2.81M | 0.09% |
18,154
+1,947
| +12% | +$301K |
|
188
Valero Energy
VLO
$48.7B
| $2.79M | 0.09% |
30,353
+1,878
| +7% | +$173K |
|
189
Micron Technology
MU
$176B
| $2.79M | 0.09% |
67,787
+26,409
| +64% | +$1.09M |
|
|
190
iShares Biotechnology ETF
IBB
$5.65B
| $2.76M | 0.09% |
+25,832
| New | +$2.76M |
|
191
MarketAxess Holdings
MKTX
$6.91B
| $2.76M | 0.09% |
13,668
+96
| +0.7% | +$19.4K |
|
192
Yelp
YELP
$1.95B
| $2.74M | 0.09% |
65,243
| – | – |
|
193
IAC Inc
IAC
$2.89B
| $2.72M | 0.08% |
+124,554
| New | +$2.72M |
|
194
FedEx
FDX
$54.2B
| $2.72M | 0.08% |
10,904
+207
| +2% | +$51.6K |
|
195
Strategic Education
STRA
$1.98B
| $2.7M | 0.08% |
30,128
| – | – |
|
196
Citigroup
C
$183B
| $2.7M | 0.08% |
36,229
-898
| -2% | -$66.8K |
|
197
Deere & Co
DE
$127B
| $2.7M | 0.08% |
17,226
+1,176
| +7% | +$184K |
|
|
ESRX
198
DELISTED
Express Scripts Holding Company
ESRX
| $2.67M | 0.08% |
35,818
-1,243
| -3% | -$92.8K |
|
199
Broadcom
AVGO
$1.7T
| $2.64M | 0.08% |
+102,560
| New | +$2.64M |
|
200
Webster Financial
WBS
$10.2B
| $2.62M | 0.08% |
46,670
+9,952
| +27% | +$559K |
|