PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+12.83%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.03B
AUM Growth
+$440M
(+12%)
Cap. Flow
+$25.9M
Cap. Flow
% of AUM
0.64%
Top 10 Holdings %
Top 10 Hldgs %
24.85%
Holding
673
New
45
Increased
207
Reduced
383
Closed
16
Top Buys
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$54.3M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$50M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$48.6M |
| 4 |
iShares MSCI China ETF
MCHI
|
+$10.3M |
| 5 |
Estee Lauder
EL
|
+$5.9M |
Top Sells
| 1 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$24.9M |
| 2 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$12.7M |
| 3 |
Intel
INTC
|
+$10.6M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$9.36M |
| 5 |
iShares Core S&P US Growth ETF
IUSG
|
+$8.93M |
Sector Composition
| 1 | Technology | 13.4% |
| 2 | Healthcare | 8.55% |
| 3 | Financials | 8.04% |
| 4 | Consumer Discretionary | 7.89% |
| 5 | Industrials | 5.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.92B
| $3.16M | 0.08% |
25,942
+16
| +0.1% | +$1.95K |
|
177
Vanguard ESG International Stock ETF
VSGX
$5.1B
| $3.12M | 0.08% |
52,581
+35,787
| +213% | +$2.12M |
|
178
SPDR S&P International Small Cap ETF
GWX
$789M
| $3.11M | 0.08% |
87,782
-9,581
| -10% | -$339K |
|
179
Technology Select Sector SPDR Fund
XLK
$86.5B
| $3.1M | 0.08% |
23,815
-1,485
| -6% | -$193K |
|
180
WEC Energy
WEC
$35.6B
| $3.04M | 0.08% |
33,052
+1,352
| +4% | +$124K |
|
181
Labcorp
LH
$23.1B
| $2.96M | 0.07% |
16,934
-2,053
| -11% | -$359K |
|
182
United Parcel Service
UPS
$71.5B
| $2.93M | 0.07% |
17,411
+1,075
| +7% | +$181K |
|
183
Biogen
BIIB
$21.2B
| $2.85M | 0.07% |
11,620
+747
| +7% | +$183K |
|
184
Truist Financial
TFC
$58.3B
| $2.84M | 0.07% |
59,274
-40
| -0.1% | -$1.92K |
|
185
iShares Core S&P Small-Cap ETF
IJR
$85.7B
| $2.82M | 0.07% |
30,689
-229
| -0.7% | -$21K |
|
186
Jefferies Financial Group
JEF
$13.7B
| $2.8M | 0.07% |
118,941
+11,234
| +10% | +$264K |
|
187
Air Products & Chemicals
APD
$65.2B
| $2.78M | 0.07% |
10,157
-186
| -2% | -$50.8K |
|
188
Zebra Technologies
ZBRA
$15.9B
| $2.77M | 0.07% |
7,214
-238
| -3% | -$91.5K |
|
189
Chubb
CB
$111B
| $2.75M | 0.07% |
17,885
+337
| +2% | +$51.9K |
|
190
Prudential Financial
PRU
$37.6B
| $2.74M | 0.07% |
35,118
+11,445
| +48% | +$894K |
|
191
iShares Russell 3000 ETF
IWV
$16.9B
| $2.74M | 0.07% |
12,256
+115
| +0.9% | +$25.7K |
|
192
Philip Morris
PM
$259B
| $2.71M | 0.07% |
32,739
-1,345
| -4% | -$111K |
|
193
TSMC
TSM
$1.35T
| $2.71M | 0.07% |
24,814
-8,008
| -24% | -$873K |
|
194
Corteva
CTVA
$50.5B
| $2.69M | 0.07% |
69,454
-1,909
| -3% | -$73.9K |
|
195
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $2.62M | 0.06% |
56,736
+3,264
| +6% | +$150K |
|
196
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $2.61M | 0.06% |
46,331
| – | – |
|
197
Sysco
SYY
$38.9B
| $2.59M | 0.06% |
34,899
-1,246
| -3% | -$92.5K |
|
198
Cerence
CRNC
$450M
| $2.56M | 0.06% |
25,452
+2,186
| +9% | +$220K |
|
199
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $2.53M | 0.06% |
76,292
-14,032
| -16% | -$465K |
|
200
Genuine Parts
GPC
$19.7B
| $2.47M | 0.06% |
24,564
-2,405
| -9% | -$242K |
|