PSUF
People's United Financial Portfolio holdings
AUM
$3.51B
This Quarter Return
+2.84%
1 Year Return
+12.24%
3 Year Return
+63.62%
5 Year Return
+108.04%
10 Year Return
–
AUM
$1.54B
AUM Growth
–
Cap. Flow
+$1.54B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
23.67%
Holding
750
New
750
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
McDonald's
MCD
|
$83.1M |
| 2 |
Exxon Mobil
XOM
|
$56.6M |
| 3 |
Chevron
CVX
|
$37.7M |
| 4 |
Home Depot
HD
|
$31M |
| 5 |
JPMorgan Chase
JPM
|
$29.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14% |
| 2 | Financials | 13.65% |
| 3 | Technology | 13.02% |
| 4 | Consumer Discretionary | 11.64% |
| 5 | Energy | 11.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
McDonald's
MCD
$224B
| $83.1M | 5.4% | +839,059 | New | +$83.1M |
|
|
2
Exxon Mobil
XOM
$487B
| $56.6M | 3.68% | +626,107 | New | +$56.6M |
|
|
3
Chevron
CVX
$324B
| $37.7M | 2.45% | +318,462 | New | +$37.7M |
|
|
4
Home Depot
HD
$405B
| $31M | 2.01% | +400,096 | New | +$31M |
|
|
5
JPMorgan Chase
JPM
$829B
| $29.6M | 1.92% | +559,963 | New | +$29.6M |
|
6
Apple
AAPL
$3.45T
| $28.2M | 1.84% | +71,229 | New | +$28.2M |
|
7
Microsoft
MSFT
$3.77T
| $27.8M | 1.8% | +803,381 | New | +$27.8M |
|
8
Johnson & Johnson
JNJ
$427B
| $23.7M | 1.54% | +276,506 | New | +$23.7M |
|
9
Gilead Sciences
GILD
$140B
| $23.7M | 1.54% | +461,632 | New | +$23.7M |
|
10
Verizon
VZ
$186B
| $23.1M | 1.5% | +457,948 | New | +$23.1M |
|
11
AT&T
T
$209B
| $22.6M | 1.47% | +639,557 | New | +$22.6M |
|
12
Alphabet (Google) Class C
GOOG
$2.58T
| $22.3M | 1.45% | +25,366 | New | +$22.3M |
|
13
GE Aerospace
GE
$292B
| $21.6M | 1.4% | +929,680 | New | +$21.6M |
|
14
IBM
IBM
$227B
| $20.9M | 1.36% | +109,253 | New | +$20.9M |
|
15
Wells Fargo
WFC
$263B
| $20.8M | 1.35% | +503,574 | New | +$20.8M |
|
16
ConocoPhillips
COP
$124B
| $20.6M | 1.34% | +340,626 | New | +$20.6M |
|
17
Genuine Parts
GPC
$19.4B
| $20.5M | 1.33% | +262,825 | New | +$20.5M |
|
18
Procter & Gamble
PG
$368B
| $20.1M | 1.31% | +261,503 | New | +$20.1M |
|
19
Intel
INTC
$107B
| $20.1M | 1.31% | +829,228 | New | +$20.1M |
|
20
RTX Corp
RTX
$212B
| $19.2M | 1.24% | +206,084 | New | +$19.2M |
|
|
EMC
21
DELISTED
EMC CORPORATION
EMC
| $18.8M | 1.22% | +796,202 | New | +$18.8M |
|
22
State Street
STT
$32.6B
| $18.5M | 1.2% | +283,866 | New | +$18.5M |
|
23
Boeing
BA
$177B
| $18M | 1.17% | +175,691 | New | +$18M |
|
|
ESRX
24
DELISTED
Express Scripts Holding Company
ESRX
| $18M | 1.17% | +291,262 | New | +$18M |
|
|
DFS
25
DELISTED
Discover Financial Services
DFS
| $17.7M | 1.15% | +371,007 | New | +$17.7M |
|