PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.16B
AUM Growth
-$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.95M
3
+$1.89M
4
O icon
Realty Income
O
+$1.87M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.72M

Top Sells

1
+$55.5M
2
+$35.1M
3
+$21.2M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$17.9M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$16.7M

Sector Composition

1 Technology 14.92%
2 Healthcare 9.01%
3 Consumer Discretionary 8.81%
4 Financials 8.81%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSM icon
176
TSMC
TSM
$1.52T
$3.43M 0.08%
28,533
-2,739
SPTS icon
177
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.84B
$3.4M 0.08%
111,845
-17,456
QCOM icon
178
Qualcomm
QCOM
$186B
$3.36M 0.08%
18,395
-5,259
PFF icon
179
iShares Preferred and Income Securities ETF
PFF
$14.2B
$3.3M 0.08%
83,648
+7,123
SLYG icon
180
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$3.65B
$3.24M 0.08%
34,945
+18,527
UPS icon
181
United Parcel Service
UPS
$80.4B
$3.24M 0.08%
15,101
-61
AIG icon
182
American International
AIG
$41.7B
$3.21M 0.08%
56,416
-440
NVS icon
183
Novartis
NVS
$254B
$3.18M 0.08%
36,405
-11,551
SPLV icon
184
Invesco S&P 500 Low Volatility ETF
SPLV
$7.47B
$3.18M 0.08%
46,331
WEC icon
185
WEC Energy
WEC
$34.6B
$3.15M 0.08%
32,399
-1,507
SPTM icon
186
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$11.8B
$3.13M 0.08%
53,487
-4,745
VTI icon
187
Vanguard Total Stock Market ETF
VTI
$566B
$3.09M 0.07%
12,785
+101
IWV icon
188
iShares Russell 3000 ETF
IWV
$18.3B
$2.98M 0.07%
10,752
-84
CHD icon
189
Church & Dwight Co
CHD
$20.2B
$2.97M 0.07%
29,009
-15,603
ZBRA icon
190
Zebra Technologies
ZBRA
$13.3B
$2.97M 0.07%
4,995
-850
IJR icon
191
iShares Core S&P Small-Cap ETF
IJR
$88.9B
$2.92M 0.07%
25,547
-527
TER icon
192
Teradyne
TER
$31.1B
$2.92M 0.07%
17,889
-736
NTR icon
193
Nutrien
NTR
$29B
$2.92M 0.07%
38,861
-4,717
APD icon
194
Air Products & Chemicals
APD
$58.2B
$2.92M 0.07%
9,579
-1,845
SUSC icon
195
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$2.91M 0.07%
106,511
-31,455
PSA icon
196
Public Storage
PSA
$48.5B
$2.9M 0.07%
7,734
-268
DEO icon
197
Diageo
DEO
$49.7B
$2.78M 0.07%
12,648
-826
ESGE icon
198
iShares ESG Aware MSCI EM ETF
ESGE
$5.55B
$2.73M 0.07%
68,579
-74,539
ELV icon
199
Elevance Health
ELV
$74.1B
$2.72M 0.07%
5,865
-1,996
IT icon
200
Gartner
IT
$16.7B
$2.67M 0.06%
7,992
-893
6 7
8
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