PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+2.84%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.54B
AUM Growth
–
Cap. Flow
+$1.54B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
McDonald's
MCD
|
+$83.1M |
| 2 |
Exxon Mobil
XOM
|
+$56.6M |
| 3 |
Chevron
CVX
|
+$37.7M |
| 4 |
Home Depot
HD
|
+$31M |
| 5 |
JPMorgan Chase
JPM
|
+$29.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14% |
| 2 | Financials | 13.65% |
| 3 | Technology | 13.02% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Energy | 11.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
INVX
201
Innovex International, Inc.
INVX
$1.14B
| $846K | 0.06% |
+9,369
| New | +$846K |
|
202
MarketAxess Holdings
MKTX
$6.99B
| $845K | 0.05% |
+18,061
| New | +$845K |
|
203
Annaly Capital Management
NLY
$14.2B
| $835K | 0.05% |
+16,602
| New | +$835K |
|
204
SAP
SAP
$316B
| $823K | 0.05% |
+11,305
| New | +$823K |
|
205
ProAssurance
PRA
$1.22B
| $819K | 0.05% |
+15,704
| New | +$819K |
|
206
Pediatrix Medical
MD
$1.48B
| $817K | 0.05% |
+17,842
| New | +$817K |
|
207
BorgWarner
BWA
$9.45B
| $811K | 0.05% |
+21,384
| New | +$811K |
|
|
SIVB
208
DELISTED
SVB Financial Group
SIVB
| $802K | 0.05% |
+9,621
| New | +$802K |
|
209
Teva Pharmaceuticals
TEVA
$22.6B
| $773K | 0.05% |
+19,725
| New | +$773K |
|
210
Compass Minerals
CMP
$794M
| $757K | 0.05% |
+8,949
| New | +$757K |
|
211
Alerian MLP ETF
AMLP
$10.5B
| $756K | 0.05% |
+8,473
| New | +$756K |
|
212
Starbucks
SBUX
$95.3B
| $743K | 0.05% |
+22,680
| New | +$743K |
|
213
Labcorp
LH
$23B
| $734K | 0.05% |
+8,531
| New | +$734K |
|
214
BHP
BHP
$135B
| $727K | 0.05% |
+14,901
| New | +$727K |
|
|
ANSS
215
DELISTED
Ansys
ANSS
| $726K | 0.05% |
+9,939
| New | +$726K |
|
216
Itaú Unibanco
ITUB
$76B
| $725K | 0.05% |
+149,396
| New | +$725K |
|
217
Health Care Select Sector SPDR Fund
XLV
$34.4B
| $724K | 0.05% |
+15,219
| New | +$724K |
|
|
TYG
218
Tortoise Energy Infrastructure Corp
TYG
$732M
| $721K | 0.05% |
+3,877
| New | +$721K |
|
219
America Movil
AMX
$59.4B
| $717K | 0.05% |
+32,967
| New | +$717K |
|
220
Waters Corp
WAT
$18.4B
| $715K | 0.05% |
+7,143
| New | +$715K |
|
221
Kirby Corp
KEX
$4.98B
| $710K | 0.05% |
+8,930
| New | +$710K |
|
222
Texas Instruments
TXN
$168B
| $710K | 0.05% |
+20,360
| New | +$710K |
|
|
STR
223
DELISTED
QUESTAR CORP
STR
| $708K | 0.05% |
+29,678
| New | +$708K |
|
224
Biogen
BIIB
$20.7B
| $694K | 0.05% |
+3,223
| New | +$694K |
|
225
Wabtec
WAB
$32.6B
| $689K | 0.04% |
+12,893
| New | +$689K |
|