PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+5.87%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.19B
AUM Growth
+$153M
(+3.8%)
Cap. Flow
-$43.5M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
23.69%
Holding
715
New
58
Increased
303
Reduced
300
Closed
27
Top Buys
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$41.9M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$19.2M |
| 3 |
Ameriprise Financial
AMP
|
+$9.92M |
| 4 |
NVIDIA
NVDA
|
+$6.94M |
| 5 |
O'Reilly Automotive
ORLY
|
+$6.32M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
+$45.2M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$24.9M |
| 3 |
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
|
+$13.8M |
| 4 |
SPDR Dow Jones Global Real Estate ETF
RWO
|
+$13.1M |
| 5 |
Apple
AAPL
|
+$10.3M |
Sector Composition
| 1 | Technology | 12.75% |
| 2 | Financials | 8.81% |
| 3 | Healthcare | 8.13% |
| 4 | Consumer Discretionary | 8.01% |
| 5 | Industrials | 5.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Genuine Parts
GPC
$19.7B
| $2.76M | 0.07% |
23,891
-673
| -3% | -$77.8K |
|
202
Corteva
CTVA
$50.5B
| $2.75M | 0.07% |
58,892
-10,562
| -15% | -$492K |
|
203
American International
AIG
$43.7B
| $2.72M | 0.07% |
58,928
+4,653
| +9% | +$215K |
|
204
Sysco
SYY
$38.9B
| $2.71M | 0.06% |
34,375
-524
| -2% | -$41.3K |
|
205
Invesco S&P 500 Low Volatility ETF
SPLV
$7.9B
| $2.69M | 0.06% |
46,331
| – | – |
|
206
Invesco
IVZ
$10B
| $2.67M | 0.06% |
+105,717
| New | +$2.67M |
|
207
Altria Group
MO
$112B
| $2.63M | 0.06% |
51,371
-980
| -2% | -$50.1K |
|
208
American Express
AXP
$226B
| $2.55M | 0.06% |
18,053
+301
| +2% | +$42.6K |
|
209
International Paper
IP
$24.3B
| $2.53M | 0.06% |
49,466
+5,673
| +13% | +$290K |
|
210
Constellation Brands
STZ
$24.6B
| $2.48M | 0.06% |
10,879
+287
| +3% | +$65.4K |
|
211
FedEx
FDX
$54.2B
| $2.46M | 0.06% |
8,654
+599
| +7% | +$170K |
|
212
Linde
LIN
$226B
| $2.44M | 0.06% |
8,700
-27,237
| -76% | -$7.63M |
|
213
Popular Inc
BPOP
$8.34B
| $2.43M | 0.06% |
34,584
+144
| +0.4% | +$10.1K |
|
214
iShares Russell Mid-Cap Value ETF
IWS
$14.2B
| $2.39M | 0.06% |
21,876
-4
| -0% | -$437 |
|
215
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.81B
| $2.39M | 0.06% |
65,682
-10,610
| -14% | -$386K |
|
216
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $2.37M | 0.06% |
61,694
+12,225
| +25% | +$469K |
|
217
West Pharmaceutical
WST
$18.2B
| $2.36M | 0.06% |
8,376
-5,112
| -38% | -$1.44M |
|
218
Cerence
CRNC
$450M
| $2.33M | 0.06% |
26,056
+604
| +2% | +$54.1K |
|
219
CMS Energy
CMS
$21.5B
| $2.3M | 0.05% |
37,591
-1,537
| -4% | -$94.1K |
|
220
Teradyne
TER
$17.9B
| $2.3M | 0.05% |
18,900
+171
| +0.9% | +$20.8K |
|
221
NetApp
NTAP
$24.8B
| $2.3M | 0.05% |
31,579
+3,597
| +13% | +$261K |
|
222
Financial Select Sector SPDR Fund
XLF
$54.6B
| $2.29M | 0.05% |
67,320
+50
| +0.1% | +$1.7K |
|
223
Salesforce
CRM
$231B
| $2.28M | 0.05% |
10,764
+3,911
| +57% | +$829K |
|
224
Northrop Grumman
NOC
$82.5B
| $2.26M | 0.05% |
6,974
-447
| -6% | -$145K |
|
225
Diageo
DEO
$56.5B
| $2.25M | 0.05% |
13,721
+94
| +0.7% | +$15.4K |
|