PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+7.26%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.47B
AUM Growth
+$280M
(+6.7%)
Cap. Flow
-$753K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
23.51%
Holding
730
New
42
Increased
299
Reduced
330
Closed
11
Top Buys
| 1 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$16.8M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11.8M |
| 3 |
NVIDIA
NVDA
|
+$8.09M |
| 4 |
McKesson
MCK
|
+$6.52M |
| 5 |
Whirlpool
WHR
|
+$5.92M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$9.68M |
| 2 |
iShares Global REIT ETF
REET
|
+$8.64M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$8.42M |
| 4 |
Abbott
ABT
|
+$7.12M |
| 5 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.59M |
Sector Composition
| 1 | Technology | 13.49% |
| 2 | Financials | 8.98% |
| 3 | Healthcare | 8.28% |
| 4 | Consumer Discretionary | 8.26% |
| 5 | Industrials | 5.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
United Parcel Service
UPS
$71.7B
| $2.97M | 0.07% |
14,292
-3,860
| -21% | -$803K |
|
202
WEC Energy
WEC
$35.2B
| $2.94M | 0.07% |
33,021
-512
| -2% | -$45.5K |
|
203
Invesco
IVZ
$9.88B
| $2.89M | 0.06% |
108,166
+2,449
| +2% | +$65.5K |
|
204
West Pharmaceutical
WST
$18.4B
| $2.87M | 0.06% |
7,995
-381
| -5% | -$137K |
|
205
Vanguard Total Stock Market ETF
VTI
$537B
| $2.83M | 0.06% |
12,678
+5,330
| +73% | +$1.19M |
|
206
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
| $2.82M | 0.06% |
46,331
| – | – |
|
207
American International
AIG
$43.2B
| $2.79M | 0.06% |
58,513
-415
| -0.7% | -$19.8K |
|
208
Cerence
CRNC
$426M
| $2.77M | 0.06% |
25,926
-130
| -0.5% | -$13.9K |
|
209
Deere & Co
DE
$127B
| $2.69M | 0.06% |
7,624
-404
| -5% | -$142K |
|
210
iShares Russell 3000 ETF
IWV
$16.9B
| $2.68M | 0.06% |
10,479
-1,532
| -13% | -$392K |
|
211
Sysco
SYY
$38.3B
| $2.68M | 0.06% |
34,475
+100
| +0.3% | +$7.77K |
|
212
Salesforce
CRM
$234B
| $2.65M | 0.06% |
10,829
+65
| +0.6% | +$15.9K |
|
213
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $2.64M | 0.06% |
67,055
+5,361
| +9% | +$211K |
|
214
Diageo
DEO
$57.6B
| $2.63M | 0.06% |
13,709
-12
| -0.1% | -$2.3K |
|
215
Jefferies Financial Group
JEF
$13.5B
| $2.62M | 0.06% |
80,073
+3,659
| +5% | +$120K |
|
216
Altria Group
MO
$111B
| $2.61M | 0.06% |
54,639
+3,268
| +6% | +$156K |
|
217
Northrop Grumman
NOC
$83B
| $2.6M | 0.06% |
7,160
+186
| +3% | +$67.6K |
|
218
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $2.58M | 0.06% |
22,439
+563
| +3% | +$64.7K |
|
219
Nu Skin
NUS
$570M
| $2.58M | 0.06% |
45,447
+6,746
| +17% | +$382K |
|
220
Popular Inc
BPOP
$8.43B
| $2.57M | 0.06% |
34,231
-353
| -1% | -$26.5K |
|
221
Linde
LIN
$222B
| $2.56M | 0.06% |
8,842
+142
| +2% | +$41K |
|
222
Alibaba
BABA
$371B
| $2.54M | 0.06% |
11,214
+2,724
| +32% | +$618K |
|
223
Constellation Brands
STZ
$25.2B
| $2.52M | 0.06% |
10,784
-95
| -0.9% | -$22.2K |
|
224
Nutrien
NTR
$27.9B
| $2.5M | 0.06% |
41,316
+4,110
| +11% | +$249K |
|
225
Teradyne
TER
$18.4B
| $2.5M | 0.06% |
18,663
-237
| -1% | -$31.7K |
|