PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
-0.42%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.9B
AUM Growth
-$71M
(-3.6%)
Cap. Flow
-$48.1M
Cap. Flow
% of AUM
-2.54%
Top 10 Holdings %
Top 10 Hldgs %
20.98%
Holding
860
New
35
Increased
205
Reduced
275
Closed
22
Top Buys
| 1 |
Booking.com
BKNG
|
+$8.24M |
| 2 |
Danaher
DHR
|
+$3.34M |
| 3 |
HAR
Harman International Industries
HAR
|
+$2.72M |
| 4 |
Ecolab
ECL
|
+$2.32M |
| 5 |
Biogen
BIIB
|
+$1.76M |
Top Sells
| 1 |
Genuine Parts
GPC
|
+$8.39M |
| 2 |
United Parcel Service
UPS
|
+$6.1M |
| 3 |
DFS
Discover Financial Services
DFS
|
+$3.88M |
| 4 |
AGN
Allergan plc
AGN
|
+$3.36M |
| 5 |
US Bancorp
USB
|
+$3.29M |
Sector Composition
| 1 | Healthcare | 17.08% |
| 2 | Technology | 15.58% |
| 3 | Financials | 13.52% |
| 4 | Industrials | 11.55% |
| 5 | Consumer Discretionary | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Zimmer Biomet
ZBH
$20.7B
| $1.58M | 0.08% |
14,872
+124
| +0.8% | +$13.1K |
|
202
Jacobs Solutions
J
$17.8B
| $1.56M | 0.08% |
46,495
-1,325
| -3% | -$44.5K |
|
203
PPG Industries
PPG
$25.2B
| $1.56M | 0.08% |
13,606
+262
| +2% | +$30K |
|
204
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $1.54M | 0.08% |
19,154
+410
| +2% | +$32.9K |
|
205
Wabtec
WAB
$32.9B
| $1.53M | 0.08% |
16,234
+165
| +1% | +$15.6K |
|
206
iShares Russell 2000 ETF
IWM
$67.6B
| $1.51M | 0.08% |
12,080
+442
| +4% | +$55.2K |
|
207
Meta Platforms (Facebook)
META
$1.89T
| $1.51M | 0.08% |
17,579
+593
| +3% | +$50.9K |
|
208
L3Harris
LHX
$52.5B
| $1.51M | 0.08% |
19,597
+430
| +2% | +$33.1K |
|
209
Invesco Biotechnology & Genome ETF
PBE
$228M
| $1.48M | 0.08% |
25,350
-1,250
| -5% | -$72.9K |
|
210
Biglari Holdings Class B
BH
$985M
| $1.47M | 0.08% |
5,330
| – | – |
|
211
Mastercard
MA
$532B
| $1.47M | 0.08% |
15,695
+65
| +0.4% | +$6.08K |
|
212
Expeditors International
EXPD
$16.7B
| $1.46M | 0.08% |
31,680
-190
| -0.6% | -$8.76K |
|
213
Enterprise Products Partners
EPD
$69.1B
| $1.45M | 0.08% |
48,643
+6,732
| +16% | +$201K |
|
214
Aflac
AFL
$58.1B
| $1.42M | 0.07% |
45,612
-82
| -0.2% | -$2.55K |
|
215
LyondellBasell Industries
LYB
$17.8B
| $1.41M | 0.07% |
13,624
+313
| +2% | +$32.4K |
|
216
CoStar Group
CSGP
$36.9B
| $1.4M | 0.07% |
69,340
-760
| -1% | -$15.3K |
|
217
Halliburton
HAL
$19B
| $1.37M | 0.07% |
31,839
-2,255
| -7% | -$97.1K |
|
218
iShares MSCI Emerging Markets ETF
EEM
$19.9B
| $1.36M | 0.07% |
34,416
+6,666
| +24% | +$264K |
|
219
Exelon
EXC
$43.9B
| $1.36M | 0.07% |
60,747
-3,547
| -6% | -$79.5K |
|
|
CNL
220
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $1.35M | 0.07% |
25,063
-1,125
| -4% | -$60.6K |
|
221
Zebra Technologies
ZBRA
$16.1B
| $1.34M | 0.07% |
12,077
+160
| +1% | +$17.8K |
|
222
Goldman Sachs
GS
$238B
| $1.33M | 0.07% |
6,366
-2,390
| -27% | -$499K |
|
223
Clorox
CLX
$15.2B
| $1.32M | 0.07% |
12,734
-2,090
| -14% | -$217K |
|
224
Newell Brands
NWL
$2.55B
| $1.32M | 0.07% |
32,017
-2,965
| -8% | -$122K |
|
|
AET
225
DELISTED
Aetna Inc
AET
| $1.3M | 0.07% |
10,224
-5,145
| -33% | -$656K |
|