PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+5.87%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.19B
AUM Growth
+$153M
(+3.8%)
Cap. Flow
-$43.5M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
23.69%
Holding
715
New
58
Increased
303
Reduced
300
Closed
27
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$41.9M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$19.2M |
| 3 |
Ameriprise Financial
AMP
|
+$9.92M |
| 4 |
NVIDIA
NVDA
|
+$6.94M |
| 5 |
O'Reilly Automotive
ORLY
|
+$6.32M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$45.2M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$24.9M |
| 3 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$13.8M |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$13.1M |
| 5 |
Apple
AAPL
|
+$10.3M |
Sector Composition
| 1 | Technology | 12.75% |
| 2 | Financials | 8.81% |
| 3 | Healthcare | 8.13% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Industrials | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Truist Financial
TFC
$58.4B
| $3.63M | 0.09% |
62,208
+2,934
| +5% | +$171K |
|
177
Nucor
NUE
$32.6B
| $3.59M | 0.09% |
44,748
+39,409
| +738% | +$3.16M |
|
178
IBM
IBM
$236B
| $3.58M | 0.09% |
28,105
+7,985
| +40% | +$1.02M |
|
179
Novo Nordisk
NVO
$244B
| $3.53M | 0.08% |
104,684
+174
| +0.2% | +$5.87K |
|
180
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.93B
| $3.48M | 0.08% |
27,088
+1,146
| +4% | +$147K |
|
181
Zebra Technologies
ZBRA
$16B
| $3.46M | 0.08% |
7,131
-83
| -1% | -$40.3K |
|
182
Chubb
CB
$112B
| $3.43M | 0.08% |
21,693
+3,808
| +21% | +$602K |
|
183
Prudential Financial
PRU
$37.8B
| $3.41M | 0.08% |
37,440
+2,322
| +7% | +$212K |
|
184
Bio-Rad Laboratories Class A
BIO
$7.63B
| $3.39M | 0.08% |
5,930
+108
| +2% | +$61.7K |
|
185
Cadence Design Systems
CDNS
$93.9B
| $3.32M | 0.08% |
24,209
+422
| +2% | +$57.8K |
|
186
Clorox
CLX
$15.2B
| $3.3M | 0.08% |
17,088
-280
| -2% | -$54K |
|
187
Qualcomm
QCOM
$175B
| $3.3M | 0.08% |
24,850
+12,611
| +103% | +$1.67M |
|
188
iShares Core S&P Small-Cap ETF
IJR
$86.1B
| $3.23M | 0.08% |
29,734
-955
| -3% | -$104K |
|
189
WEC Energy
WEC
$35.5B
| $3.14M | 0.07% |
33,533
+481
| +1% | +$45K |
|
190
Idexx Laboratories
IDXX
$51.3B
| $3.11M | 0.07% |
6,355
-206
| -3% | -$101K |
|
191
TSMC
TSM
$1.35T
| $3.11M | 0.07% |
26,289
+1,475
| +6% | +$174K |
|
192
SPDR Portfolio Emerging Markets ETF
SPEM
$13.6B
| $3.09M | 0.07% |
70,567
-4,960
| -7% | -$217K |
|
193
United Parcel Service
UPS
$71.8B
| $3.09M | 0.07% |
18,152
+741
| +4% | +$126K |
|
194
Air Products & Chemicals
APD
$65.6B
| $3.03M | 0.07% |
10,773
+616
| +6% | +$173K |
|
195
SPDR S&P International Small Cap ETF
GWX
$787M
| $3.03M | 0.07% |
81,111
-6,671
| -8% | -$249K |
|
196
Goldman Sachs
GS
$237B
| $3.02M | 0.07% |
9,239
+1,111
| +14% | +$363K |
|
197
Deere & Co
DE
$128B
| $3M | 0.07% |
8,028
-189
| -2% | -$70.7K |
|
198
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $2.91M | 0.07% |
108,013
+51,282
| +90% | +$1.38M |
|
199
iShares Russell 3000 ETF
IWV
$16.9B
| $2.85M | 0.07% |
12,011
-245
| -2% | -$58.1K |
|
200
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $2.84M | 0.07% |
57,705
+969
| +2% | +$47.7K |
|