PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+3.69%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.65B
AUM Growth
+$428M
(+13%)
Cap. Flow
+$323M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$72.9M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$67.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$64.5M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$54.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$42.5M |
Top Sells
| 1 |
Booking.com
BKNG
|
+$23.8M |
| 2 |
Apple
AAPL
|
+$10.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$9.23M |
| 4 |
Microsoft
MSFT
|
+$8.17M |
| 5 |
Procter & Gamble
PG
|
+$7.97M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 9.44% |
| 4 | Consumer Discretionary | 8.56% |
| 5 | Industrials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
SPDR Portfolio S&P 500 Growth ETF
SPYG
$41.7B
| $3.44M | 0.09% |
88,769
+73,013
| +463% | +$2.83M |
|
177
CyberArk
CYBR
$23.5B
| $3.43M | 0.09% |
+26,856
| New | +$3.43M |
|
178
Sysco
SYY
$38.9B
| $3.42M | 0.09% |
48,321
-338
| -0.7% | -$23.9K |
|
179
Constellation Brands
STZ
$24.6B
| $3.41M | 0.09% |
17,307
-3,301
| -16% | -$650K |
|
180
iShares Core S&P Small-Cap ETF
IJR
$85.7B
| $3.34M | 0.09% |
42,611
+31,296
| +277% | +$2.45M |
|
181
Starbucks
SBUX
$93.1B
| $3.32M | 0.09% |
39,541
-2,295
| -5% | -$192K |
|
182
Vanguard FTSE Developed Markets ETF
VEA
$174B
| $3.29M | 0.09% |
78,950
+71,910
| +1,021% | +$3M |
|
183
iShares Select Dividend ETF
DVY
$20.8B
| $3.26M | 0.09% |
32,763
+24,579
| +300% | +$2.45M |
|
184
Air Products & Chemicals
APD
$65.2B
| $3.26M | 0.09% |
14,378
-3,187
| -18% | -$721K |
|
185
Americold
COLD
$3.93B
| $3.11M | 0.09% |
96,036
+12,936
| +16% | +$419K |
|
|
EQC
186
DELISTED
Equity Commonwealth
EQC
| $3.1M | 0.08% |
95,213
-707
| -0.7% | -$23K |
|
|
GTY
187
Getty Realty Corp
GTY
$1.6B
| $3.09M | 0.08% |
+100,489
| New | +$3.09M |
|
|
SIVB
188
DELISTED
SVB Financial Group
SIVB
| $3.08M | 0.08% |
13,723
-4,404
| -24% | -$989K |
|
189
Financial Select Sector SPDR Fund
XLF
$54.6B
| $3.08M | 0.08% |
111,521
+20,946
| +23% | +$578K |
|
190
Agree Realty
ADC
$8.09B
| $3.04M | 0.08% |
47,487
+6
| +0% | +$384 |
|
191
Bank of New York Mellon
BK
$75.1B
| $3.04M | 0.08% |
68,812
-12,115
| -15% | -$535K |
|
192
Labcorp
LH
$23.1B
| $3.04M | 0.08% |
20,453
+4,293
| +27% | +$638K |
|
193
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $3.03M | 0.08% |
+27,834
| New | +$3.03M |
|
|
WWE
194
DELISTED
World Wrestling Entertainment
WWE
| $3M | 0.08% |
41,528
+29
| +0.1% | +$2.09K |
|
195
SPDR Portfolio S&P 500 Value ETF
SPYV
$28.4B
| $2.99M | 0.08% |
95,556
+78,395
| +457% | +$2.45M |
|
196
GE Aerospace
GE
$299B
| $2.97M | 0.08% |
56,744
-15,053
| -21% | -$788K |
|
|
PDM
197
Piedmont Realty Trust, Inc.
PDM
$1.1B
| $2.94M | 0.08% |
+147,586
| New | +$2.94M |
|
198
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.92B
| $2.92M | 0.08% |
27,730
+25,708
| +1,271% | +$2.71M |
|
199
Occidental Petroleum
OXY
$45B
| $2.92M | 0.08% |
58,010
-9,338
| -14% | -$470K |
|
200
Delta Air Lines
DAL
$39.1B
| $2.89M | 0.08% |
50,848
+1,117
| +2% | +$63.4K |
|