PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.16B
AUM Growth
-$320M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1 +$2.11M
2 +$1.95M
3 +$1.89M
4
O icon
Realty Income
O
+$1.87M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$1.72M

Sector Composition

1 Technology 14.92%
2 Healthcare 9.01%
3 Consumer Discretionary 8.81%
4 Financials 8.81%
5 Industrials 5.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAPL icon
1
Apple
AAPL
$3.89T
$191M 4.58%
1,074,144
-197,785
MSFT icon
2
Microsoft
MSFT
$3.84T
$145M 3.49%
432,498
-63,094
SPY icon
3
SPDR S&P 500 ETF Trust
SPY
$667B
$114M 2.74%
240,221
-116,864
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.4B
$104M 2.51%
788,445
-126,101
IJJ icon
5
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.01B
$85.8M 2.06%
775,159
-102,747
EFG icon
6
iShares MSCI EAFE Growth ETF
EFG
$11.7B
$77.8M 1.87%
705,627
-162,715
HD icon
7
Home Depot
HD
$387B
$74.7M 1.79%
179,945
-23,481
MCD icon
8
McDonald's
MCD
$220B
$72.1M 1.73%
268,813
-11,299
IVW icon
9
iShares S&P 500 Growth ETF
IVW
$66.4B
$71.2M 1.71%
850,830
-26,325
AMZN icon
10
Amazon
AMZN
$2.31T
$60.3M 1.45%
361,460
-54,920
JPM icon
11
JPMorgan Chase
JPM
$823B
$59.3M 1.42%
374,479
-39,424
IWM icon
12
iShares Russell 2000 ETF
IWM
$71.2B
$57.9M 1.39%
260,431
-23,956
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.1T
$57.4M 1.38%
396,580
-39,040
EFA icon
14
iShares MSCI EAFE ETF
EFA
$68.7B
$57.3M 1.38%
728,586
-149,912
MTUM icon
15
iShares MSCI USA Momentum Factor ETF
MTUM
$19.3B
$53.3M 1.28%
292,925
-70,949
TMO icon
16
Thermo Fisher Scientific
TMO
$205B
$50.4M 1.21%
75,532
-5,721
VONG icon
17
Vanguard Russell 1000 Growth ETF
VONG
$33.2B
$49.1M 1.18%
624,926
-128,141
SHY icon
18
iShares 1-3 Year Treasury Bond ETF
SHY
$24.2B
$44.2M 1.06%
516,792
-104,866
GOOG icon
19
Alphabet (Google) Class C
GOOG
$3.11T
$42.8M 1.03%
295,760
-32,540
EEM icon
20
iShares MSCI Emerging Markets ETF
EEM
$20.9B
$39.9M 0.96%
816,260
-240,084
COST icon
21
Costco
COST
$415B
$39.5M 0.95%
69,535
-5,233
IEMG icon
22
iShares Core MSCI Emerging Markets ETF
IEMG
$113B
$38.7M 0.93%
646,700
-129,759
VGIT icon
23
Vanguard Intermediate-Term Treasury ETF
VGIT
$33.2B
$38.2M 0.92%
574,563
+10,150
JNJ icon
24
Johnson & Johnson
JNJ
$467B
$38.1M 0.91%
222,455
-27,460
UNH icon
25
UnitedHealth
UNH
$330B
$37.4M 0.9%
74,433
-8,052