PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+18.97%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.43B
AUM Growth
+$544M
(+19%)
Cap. Flow
+$42.7M
Cap. Flow
% of AUM
1.25%
Top 10 Holdings %
Top 10 Hldgs %
24.07%
Holding
662
New
63
Increased
249
Reduced
296
Closed
34
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$41M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$18.2M |
| 3 |
iShares MBS ETF
MBB
|
+$8.98M |
| 4 |
Accenture
ACN
|
+$7.99M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
+$7.99M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
+$13.9M |
| 2 |
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
|
+$9.66M |
| 3 |
Apple
AAPL
|
+$8.48M |
| 4 |
Cisco
CSCO
|
+$8.45M |
| 5 |
SPDR Gold Trust
GLD
|
+$7.34M |
Sector Composition
| 1 | Technology | 13.27% |
| 2 | Healthcare | 9% |
| 3 | Financials | 7.81% |
| 4 | Consumer Discretionary | 7.59% |
| 5 | Consumer Staples | 4.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Genuine Parts
GPC
$19.7B
| $2.46M | 0.07% |
28,266
+6,489
| +30% | +$564K |
|
177
Truist Financial
TFC
$58.3B
| $2.45M | 0.07% |
65,143
-9,477
| -13% | -$356K |
|
178
CSX Corp
CSX
$60.5B
| $2.44M | 0.07% |
104,916
-11,517
| -10% | -$268K |
|
|
SIVB
179
DELISTED
SVB Financial Group
SIVB
| $2.44M | 0.07% |
11,312
-382
| -3% | -$82.3K |
|
180
Zebra Technologies
ZBRA
$15.9B
| $2.44M | 0.07% |
9,520
-424
| -4% | -$109K |
|
181
Starbucks
SBUX
$93.1B
| $2.38M | 0.07% |
32,347
-3,780
| -10% | -$278K |
|
182
Netflix
NFLX
$505B
| $2.31M | 0.07% |
5,083
-129
| -2% | -$58.7K |
|
183
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $2.3M | 0.07% |
46,331
| – | – |
|
184
WEC Energy
WEC
$35.6B
| $2.3M | 0.07% |
26,266
+22,849
| +669% | +$2M |
|
185
West Pharmaceutical
WST
$18.2B
| $2.29M | 0.07% |
10,096
-570
| -5% | -$130K |
|
186
SPDR Bloomberg High Yield Bond ETF
JNK
$8.12B
| $2.2M | 0.06% |
21,702
-3,146
| -13% | -$318K |
|
187
Sysco
SYY
$38.9B
| $2.17M | 0.06% |
39,673
-2,398
| -6% | -$131K |
|
188
iShares Russell 3000 ETF
IWV
$16.9B
| $2.16M | 0.06% |
12,014
+58
| +0.5% | +$10.4K |
|
189
Celanese
CE
$4.99B
| $2.15M | 0.06% |
24,952
+822
| +3% | +$71K |
|
190
American Electric Power
AEP
$58.5B
| $2.11M | 0.06% |
26,506
-28,132
| -51% | -$2.24M |
|
191
Constellation Brands
STZ
$24.6B
| $2.07M | 0.06% |
11,840
-1,262
| -10% | -$221K |
|
192
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $2.07M | 0.06% |
54,654
+13,744
| +34% | +$519K |
|
193
American Express
AXP
$226B
| $2.04M | 0.06% |
21,373
-817
| -4% | -$77.8K |
|
194
Exponent
EXPO
$3.54B
| $2.03M | 0.06% |
25,130
-303
| -1% | -$24.5K |
|
195
Hershey
HSY
$37.5B
| $1.98M | 0.06% |
15,281
-3,527
| -19% | -$457K |
|
196
Molina Healthcare
MOH
$9.8B
| $1.98M | 0.06% |
11,126
+1,801
| +19% | +$321K |
|
197
American International
AIG
$43.7B
| $1.98M | 0.06% |
63,333
+17,630
| +39% | +$550K |
|
198
Jacobs Solutions
J
$17.5B
| $1.97M | 0.06% |
28,072
-547
| -2% | -$38.4K |
|
199
iShares Select Dividend ETF
DVY
$20.8B
| $1.91M | 0.06% |
23,708
-3,546
| -13% | -$286K |
|
200
iShares ESG Aware MSCI EM ETF
ESGE
$5.34B
| $1.91M | 0.06% |
59,509
+8,192
| +16% | +$263K |
|