PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+0.3%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.48B
AUM Growth
+$16.5M
(+0.37%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
746
New
27
Increased
267
Reduced
370
Closed
24
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$44.9M |
| 2 |
Dimensional International Value ETF
DFIV
|
+$8.76M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$7.02M |
| 4 |
Celanese
CE
|
+$6.14M |
| 5 |
Intuit
INTU
|
+$5.69M |
Top Sells
| 1 |
Ecolab
ECL
|
+$7.18M |
| 2 |
Chevron
CVX
|
+$4.86M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$4.84M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.63M |
| 5 |
Church & Dwight Co
CHD
|
+$4.62M |
Sector Composition
| 1 | Technology | 13.71% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 8.39% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Industrials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.31B
| $4.1M | 0.09% |
51,714
-137
| -0.3% | -$10.8K |
|
177
CSX Corp
CSX
$61.2B
| $4.06M | 0.09% |
136,629
+17,235
| +14% | +$513K |
|
178
SPDR Portfolio Short Term Treasury ETF
SPTS
$5.93B
| $3.96M | 0.09% |
129,301
-4,498
| -3% | -$138K |
|
179
Novartis
NVS
$247B
| $3.92M | 0.09% |
47,956
+2,936
| +7% | +$240K |
|
180
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.22B
| $3.79M | 0.08% |
137,966
+17,489
| +15% | +$481K |
|
181
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.93B
| $3.73M | 0.08% |
27,934
+949
| +4% | +$127K |
|
182
Chubb
CB
$113B
| $3.73M | 0.08% |
21,493
+111
| +0.5% | +$19.3K |
|
|
183
Church & Dwight Co
CHD
$23B
| $3.68M | 0.08% |
44,612
-55,984
| -56% | -$4.62M |
|
184
Cadence Design Systems
CDNS
$96.7B
| $3.64M | 0.08% |
24,063
-265
| -1% | -$40.1K |
|
185
Philip Morris
PM
$261B
| $3.64M | 0.08% |
38,448
-10,978
| -22% | -$1.04M |
|
186
Goldman Sachs
GS
$238B
| $3.62M | 0.08% |
9,585
+43
| +0.5% | +$16.3K |
|
187
Lockheed Martin
LMT
$110B
| $3.57M | 0.08% |
10,341
-842
| -8% | -$291K |
|
188
Boeing
BA
$166B
| $3.54M | 0.08% |
16,081
+3,160
| +24% | +$695K |
|
189
TSMC
TSM
$1.34T
| $3.49M | 0.08% |
31,272
+5,032
| +19% | +$562K |
|
190
Carrier Global
CARR
$53B
| $3.27M | 0.07% |
63,155
+22,694
| +56% | +$1.17M |
|
191
Genuine Parts
GPC
$19.9B
| $3.17M | 0.07% |
26,168
-2,779
| -10% | -$337K |
|
192
American International
AIG
$43.6B
| $3.12M | 0.07% |
56,856
-1,657
| -3% | -$91K |
|
193
American Express
AXP
$229B
| $3.11M | 0.07% |
18,575
-51
| -0.3% | -$8.54K |
|
194
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.4B
| $3.09M | 0.07% |
58,232
-881
| -1% | -$46.7K |
|
195
Kimberly-Clark
KMB
$43B
| $3.06M | 0.07% |
23,067
-950
| -4% | -$126K |
|
196
Qualcomm
QCOM
$174B
| $3.05M | 0.07% |
23,654
-638
| -3% | -$82.3K |
|
197
West Pharmaceutical
WST
$19B
| $3.04M | 0.07% |
7,150
-845
| -11% | -$359K |
|
198
Zebra Technologies
ZBRA
$16.1B
| $3.01M | 0.07% |
5,845
-1,111
| -16% | -$573K |
|
199
WEC Energy
WEC
$35.3B
| $2.99M | 0.07% |
33,906
+885
| +3% | +$78.1K |
|
200
Jefferies Financial Group
JEF
$13.9B
| $2.98M | 0.07% |
83,983
+3,910
| +5% | +$139K |
|