PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+3.69%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$3.65B
AUM Growth
+$428M
(+13%)
Cap. Flow
+$323M
Cap. Flow
% of AUM
8.83%
Top 10 Holdings %
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60
Top Buys
| 1 |
iShares S&P 500 Growth ETF
IVW
|
+$72.9M |
| 2 |
iShares MSCI EAFE Growth ETF
EFG
|
+$67.9M |
| 3 |
iShares Russell 2000 ETF
IWM
|
+$64.5M |
| 4 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$54.1M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$42.5M |
Top Sells
| 1 |
Booking.com
BKNG
|
+$23.8M |
| 2 |
Apple
AAPL
|
+$10.3M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
+$9.23M |
| 4 |
Microsoft
MSFT
|
+$8.17M |
| 5 |
Procter & Gamble
PG
|
+$7.97M |
Sector Composition
| 1 | Technology | 12.66% |
| 2 | Financials | 10.06% |
| 3 | Healthcare | 9.44% |
| 4 | Consumer Discretionary | 8.56% |
| 5 | Industrials | 6.62% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
United Airlines
UAL
$34.5B
| $2.88M | 0.08% |
32,928
-467
| -1% | -$40.9K |
|
202
Diageo
DEO
$56.5B
| $2.88M | 0.08% |
16,724
-1,960
| -10% | -$338K |
|
203
Dominion Energy
D
$51.2B
| $2.87M | 0.08% |
37,148
-10,143
| -21% | -$784K |
|
204
Camden Property Trust
CPT
$11.7B
| $2.85M | 0.08% |
+27,255
| New | +$2.85M |
|
205
Technology Select Sector SPDR Fund
XLK
$86.5B
| $2.82M | 0.08% |
36,128
+1,404
| +4% | +$110K |
|
206
Lockheed Martin
LMT
$110B
| $2.82M | 0.08% |
7,745
-5,969
| -44% | -$2.17M |
|
207
Lincoln National
LNC
$7.99B
| $2.81M | 0.08% |
43,642
-1,105
| -2% | -$71.2K |
|
|
RDS.A
208
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $2.81M | 0.08% |
43,168
+124
| +0.3% | +$8.07K |
|
209
Salesforce
CRM
$231B
| $2.79M | 0.08% |
18,356
+171
| +0.9% | +$25.9K |
|
210
Chegg
CHGG
$167M
| $2.77M | 0.08% |
71,859
+50
| +0.1% | +$1.93K |
|
|
GRP.U
211
Granite Real Estate Investment Trust
GRP.U
$3.43B
| $2.77M | 0.08% |
+45,924
| New | +$2.77M |
|
212
American Express
AXP
$226B
| $2.75M | 0.08% |
22,278
-5,268
| -19% | -$650K |
|
213
Weyerhaeuser
WY
$18B
| $2.73M | 0.07% |
103,669
-8,364
| -7% | -$220K |
|
214
Medical Properties Trust
MPW
$3.08B
| $2.72M | 0.07% |
156,136
-637
| -0.4% | -$11.1K |
|
215
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
| $2.63M | 0.07% |
49,234
+26,753
| +119% | +$1.43M |
|
216
Kellanova
K
$27.6B
| $2.62M | 0.07% |
52,106
-48,250
| -48% | -$2.43M |
|
217
iShares Floating Rate Bond ETF
FLOT
$9.07B
| $2.61M | 0.07% |
51,297
+43,218
| +535% | +$2.2M |
|
218
Genuine Parts
GPC
$19.7B
| $2.61M | 0.07% |
25,216
-6,037
| -19% | -$625K |
|
219
Prologis
PLD
$107B
| $2.61M | 0.07% |
32,526
+220
| +0.7% | +$17.6K |
|
220
Lear
LEA
$5.62B
| $2.54M | 0.07% |
18,221
-18,636
| -51% | -$2.6M |
|
221
Norfolk Southern
NSC
$61.6B
| $2.53M | 0.07% |
12,685
-14,420
| -53% | -$2.87M |
|
222
Lamb Weston
LW
$7.86B
| $2.51M | 0.07% |
39,560
+36,684
| +1,276% | +$2.32M |
|
223
International Paper
IP
$24.3B
| $2.5M | 0.07% |
60,846
-10,409
| -15% | -$427K |
|
224
iShares Core S&P US Growth ETF
IUSG
$25.3B
| $2.5M | 0.07% |
39,820
-188
| -0.5% | -$11.8K |
|
225
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $2.47M | 0.07% |
+44,929
| New | +$2.47M |
|