PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
1-Year Return
12.24%
This Quarter Return
+0.3%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$4.48B
AUM Growth
+$16.5M
(+0.37%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
23.41%
Holding
746
New
27
Increased
267
Reduced
370
Closed
24
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$44.9M |
| 2 |
Dimensional International Value ETF
DFIV
|
+$8.76M |
| 3 |
iShares Russell 2000 Growth ETF
IWO
|
+$7.02M |
| 4 |
Celanese
CE
|
+$6.14M |
| 5 |
Intuit
INTU
|
+$5.69M |
Top Sells
| 1 |
Ecolab
ECL
|
+$7.18M |
| 2 |
Chevron
CVX
|
+$4.86M |
| 3 |
iShares S&P 500 Growth ETF
IVW
|
+$4.84M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$4.63M |
| 5 |
Church & Dwight Co
CHD
|
+$4.62M |
Sector Composition
| 1 | Technology | 13.71% |
| 2 | Financials | 9.09% |
| 3 | Healthcare | 8.39% |
| 4 | Consumer Discretionary | 8.03% |
| 5 | Industrials | 5.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Salesforce
CRM
$234B
| $2.97M | 0.07% |
10,949
+120
| +1% | +$32.6K |
|
202
iShares Preferred and Income Securities ETF
PFF
$14.7B
| $2.97M | 0.07% |
76,525
+9,470
| +14% | +$368K |
|
203
Elevance Health
ELV
$70.9B
| $2.93M | 0.07% |
7,861
+4,735
| +151% | +$1.77M |
|
204
Air Products & Chemicals
APD
$65.5B
| $2.93M | 0.07% |
11,424
-471
| -4% | -$121K |
|
205
Netflix
NFLX
$511B
| $2.92M | 0.07% |
4,784
+71
| +2% | +$43.3K |
|
206
iShares Core S&P Small-Cap ETF
IJR
$86.9B
| $2.85M | 0.06% |
26,074
-1,108
| -4% | -$121K |
|
207
Nutrien
NTR
$27.8B
| $2.83M | 0.06% |
43,578
+2,262
| +5% | +$147K |
|
208
International Paper
IP
$24.6B
| $2.82M | 0.06% |
53,275
-1,151
| -2% | -$60.9K |
|
209
Invesco S&P 500 Low Volatility ETF
SPLV
$7.95B
| $2.82M | 0.06% |
46,331
| – | – |
|
210
Vanguard Total Stock Market ETF
VTI
$537B
| $2.82M | 0.06% |
12,684
+6
| +0% | +$1.33K |
|
211
iShares Russell 3000 ETF
IWV
$16.9B
| $2.76M | 0.06% |
10,836
+357
| +3% | +$91K |
|
212
United Parcel Service
UPS
$71.7B
| $2.76M | 0.06% |
15,162
+870
| +6% | +$158K |
|
213
Popular Inc
BPOP
$8.43B
| $2.71M | 0.06% |
34,867
+636
| +2% | +$49.4K |
|
214
Gartner
IT
$18.3B
| $2.7M | 0.06% |
8,885
-1,224
| -12% | -$372K |
|
215
Prudential Financial
PRU
$37.7B
| $2.69M | 0.06% |
25,562
-10,707
| -30% | -$1.13M |
|
216
Phillips 66
PSX
$53.6B
| $2.68M | 0.06% |
38,213
-12,518
| -25% | -$877K |
|
217
Sysco
SYY
$38.8B
| $2.67M | 0.06% |
34,024
-451
| -1% | -$35.4K |
|
218
Deere & Co
DE
$129B
| $2.65M | 0.06% |
7,921
+297
| +4% | +$99.5K |
|
219
Invesco
IVZ
$10.1B
| $2.63M | 0.06% |
108,905
+739
| +0.7% | +$17.8K |
|
220
Diageo
DEO
$57.6B
| $2.6M | 0.06% |
13,474
-235
| -2% | -$45.3K |
|
221
J.M. Smucker
SJM
$11.8B
| $2.57M | 0.06% |
21,398
+5,903
| +38% | +$708K |
|
222
Northrop Grumman
NOC
$83.5B
| $2.56M | 0.06% |
7,119
-41
| -0.6% | -$14.8K |
|
223
iShares Russell Mid-Cap Value ETF
IWS
$14.3B
| $2.55M | 0.06% |
22,503
+64
| +0.3% | +$7.25K |
|
224
Financial Select Sector SPDR Fund
XLF
$54.8B
| $2.53M | 0.06% |
67,385
-5
| -0% | -$188 |
|
225
Gen Digital
GEN
$18.3B
| $2.52M | 0.06% |
99,730
+50,923
| +104% | +$1.29M |
|