PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.26%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.47B
AUM Growth
+$280M
(+6.7%)
Cap. Flow
-$753K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$16.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.8M |
| 3 |
NVIDIA
NVDA
|
+$8.09M |
| 4 |
McKesson
MCK
|
+$6.52M |
| 5 |
Whirlpool
WHR
|
+$5.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 2 |
iShares Global REIT ETF
REET
|
+$8.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.42M |
| 4 |
Abbott
ABT
|
+$7.12M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.59M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 8.28% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 5.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
KeyCorp
KEY
$21B
| $4.06M | 0.09% |
196,452
-3,230
| -2% | -$66.7K |
|
177
CSX Corp
CSX
$60.9B
| $3.83M | 0.09% |
119,394
-7,236
| -6% | -$232K |
|
178
Corning
GLW
$66.3B
| $3.79M | 0.08% |
92,570
-2,425
| -3% | -$99.2K |
|
179
Bio-Rad Laboratories Class A
BIO
$7.66B
| $3.78M | 0.08% |
5,870
-60
| -1% | -$38.7K |
|
180
Celanese
CE
$5.07B
| $3.78M | 0.08% |
24,900
-1,270
| -5% | -$193K |
|
181
Truist Financial
TFC
$58.3B
| $3.77M | 0.08% |
67,837
+5,629
| +9% | +$312K |
|
182
Prudential Financial
PRU
$37.6B
| $3.72M | 0.08% |
36,269
-1,171
| -3% | -$120K |
|
183
Zebra Technologies
ZBRA
$16B
| $3.68M | 0.08% |
6,956
-175
| -2% | -$92.7K |
|
184
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.91B
| $3.68M | 0.08% |
26,985
-103
| -0.4% | -$14.1K |
|
185
Genuine Parts
GPC
$19.7B
| $3.66M | 0.08% |
28,947
+5,056
| +21% | +$639K |
|
186
Goldman Sachs
GS
$238B
| $3.62M | 0.08% |
9,542
+303
| +3% | +$115K |
|
187
Qualcomm
QCOM
$173B
| $3.47M | 0.08% |
24,292
-558
| -2% | -$79.8K |
|
188
Air Products & Chemicals
APD
$66.3B
| $3.42M | 0.08% |
11,895
+1,122
| +10% | +$323K |
|
189
Chubb
CB
$112B
| $3.4M | 0.08% |
21,382
-311
| -1% | -$49.4K |
|
190
iShares 20+ Year Treasury Bond ETF
TLT
$49.4B
| $3.37M | 0.08% |
23,310
-7,200
| -24% | -$1.04M |
|
191
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.21B
| $3.34M | 0.07% |
120,477
+12,464
| +12% | +$346K |
|
192
Cadence Design Systems
CDNS
$95.7B
| $3.33M | 0.07% |
24,328
+119
| +0.5% | +$16.3K |
|
193
Kimberly-Clark
KMB
$43B
| $3.21M | 0.07% |
24,017
-3,941
| -14% | -$527K |
|
194
International Paper
IP
$24.4B
| $3.16M | 0.07% |
54,426
+4,960
| +10% | +$288K |
|
195
TSMC
TSM
$1.35T
| $3.15M | 0.07% |
26,240
-49
| -0.2% | -$5.89K |
|
196
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $3.13M | 0.07% |
59,113
+1,408
| +2% | +$74.6K |
|
197
Boeing
BA
$164B
| $3.1M | 0.07% |
12,921
-4,226
| -25% | -$1.01M |
|
198
American Express
AXP
$228B
| $3.08M | 0.07% |
18,626
+573
| +3% | +$94.7K |
|
199
iShares Core S&P Small-Cap ETF
IJR
$86.4B
| $3.07M | 0.07% |
27,182
-2,552
| -9% | -$288K |
|
200
FedEx
FDX
$53.9B
| $3.05M | 0.07% |
10,238
+1,584
| +18% | +$473K |
|