PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+6.71%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.2B
AUM Growth
+$216M
(+7.2%)
Cap. Flow
+$38M
Cap. Flow
% of AUM
1.19%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.7M |
| 2 |
Bank of America
BAC
|
+$8.47M |
| 3 |
Equinix
EQIX
|
+$3.85M |
| 4 |
SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$3.2M |
| 5 |
iShares Biotechnology ETF
IBB
|
+$2.76M |
Top Sells
| 1 |
Capital One
COF
|
+$8.84M |
| 2 |
McDonald's
MCD
|
+$4.38M |
| 3 |
Apple
AAPL
|
+$4.27M |
| 4 |
GE Aerospace
GE
|
+$4.12M |
| 5 |
UnitedHealth
UNH
|
+$3.23M |
Sector Composition
| 1 | Technology | 14.07% |
| 2 | Healthcare | 12.08% |
| 3 | Financials | 12.08% |
| 4 | Consumer Discretionary | 10.5% |
| 5 | Industrials | 9.56% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
TE Connectivity
TEL
$62B
| $2.6M | 0.08% |
27,384
-3,309
| -11% | -$315K |
|
202
NVIDIA
NVDA
$4.33T
| $2.58M | 0.08% |
533,120
+21,720
| +4% | +$105K |
|
203
Dollar General
DG
$23B
| $2.57M | 0.08% |
27,600
-58
| -0.2% | -$5.39K |
|
204
Southern Company
SO
$102B
| $2.52M | 0.08% |
52,410
-2,656
| -5% | -$128K |
|
205
iShares Russell 2000 ETF
IWM
$66.9B
| $2.45M | 0.08% |
16,077
-969
| -6% | -$148K |
|
206
Schwab Emerging Markets Equity ETF
SCHE
$11.1B
| $2.42M | 0.08% |
86,428
+5,973
| +7% | +$167K |
|
207
Align Technology
ALGN
$9.54B
| $2.4M | 0.07% |
10,795
-1,433
| -12% | -$318K |
|
208
Adobe
ADBE
$148B
| $2.38M | 0.07% |
13,599
-92
| -0.7% | -$16.1K |
|
|
TWX
209
DELISTED
Time Warner Inc
TWX
| $2.37M | 0.07% |
25,860
-2,735
| -10% | -$250K |
|
|
ABMD
210
DELISTED
Abiomed Inc
ABMD
| $2.33M | 0.07% |
12,426
| – | – |
|
211
Eaton
ETN
$142B
| $2.33M | 0.07% |
29,468
+3,565
| +14% | +$282K |
|
212
Applied Materials
AMAT
$134B
| $2.31M | 0.07% |
45,180
-23
| -0.1% | -$1.18K |
|
213
Altisource Portfolio Solutions
ASPS
$123M
| $2.3M | 0.07% |
10,262
+236
| +2% | +$52.9K |
|
214
Ameriprise Financial
AMP
$46.9B
| $2.29M | 0.07% |
13,495
-934
| -6% | -$158K |
|
215
iShares S&P 500 Growth ETF
IVW
$65.4B
| $2.28M | 0.07% |
59,620
-4,988
| -8% | -$191K |
|
|
VR
216
DELISTED
Validus Hold Ltd
VR
| $2.25M | 0.07% |
47,908
-34,139
| -42% | -$1.6M |
|
217
Charter Communications
CHTR
$36B
| $2.25M | 0.07% |
+6,685
| New | +$2.25M |
|
218
Idexx Laboratories
IDXX
$51.3B
| $2.24M | 0.07% |
14,318
+187
| +1% | +$29.2K |
|
|
COR
219
DELISTED
Coresite Realty Corporation
COR
| $2.24M | 0.07% |
19,633
-1,649
| -8% | -$188K |
|
|
GTY
220
Getty Realty Corp
GTY
$1.6B
| $2.23M | 0.07% |
82,264
| – | – |
|
221
Microchip Technology
MCHP
$34.9B
| $2.21M | 0.07% |
50,256
-4,608
| -8% | -$202K |
|
222
Goodyear
GT
$2.43B
| $2.21M | 0.07% |
68,257
-5,364
| -7% | -$173K |
|
223
Ford
F
$46.5B
| $2.19M | 0.07% |
175,644
+94,186
| +116% | +$1.18M |
|
224
Diageo
DEO
$56.5B
| $2.17M | 0.07% |
14,847
+1,275
| +9% | +$186K |
|
|
MON
225
DELISTED
Monsanto Co
MON
| $2.13M | 0.07% |
18,206
-1,096
| -6% | -$128K |
|