Asset Manager
← All Institutions
People's United Financial, Inc.
Market Value
$4.1B
-7.2%
Holdings
717
New Purchases
22
Added To
88
Closed
73
Reduced
501
Top 10 Concentration
24.4%
Turnover
13.2%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AAPL | 4.67% | 4.09% | +0.58% | $191M |
| MSFT | 3.56% | 3.17% | +0.39% | $145M |
| HD | 1.83% | 1.52% | +0.31% | $75M |
| IVW | 1.74% | 1.47% | +0.27% | $71M |
| MCD | 1.76% | 1.53% | +0.23% | $72M |
| COST | 0.97% | 0.76% | +0.20% | $39M |
| ACN | 0.71% | 0.52% | +0.19% | $29M |
| NVDA | 0.86% | 0.68% | +0.19% | $35M |
| UNH | 0.92% | 0.73% | +0.18% | $37M |
| TMO | 1.23% | 1.05% | +0.18% | $50M |
| UNP | 0.64% | 0.47% | +0.17% | $26M |
| ZTS | 0.69% | 0.53% | +0.16% | $28M |
| NEE | 0.77% | 0.63% | +0.13% | $31M |
| ITW | 0.56% | 0.45% | +0.11% | $23M |
| FAST | 0.39% | 0.30% | +0.10% | $16M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| SPY | 2.79% | 3.48% | -0.69% | $114M |
| IWF | 0.39% | 0.63% | -0.24% | $16M |
| EEM | 0.98% | 1.21% | -0.23% | $40M |
| LQD | 2.56% | 2.76% | -0.20% | $104M |
| PYPL | 0.39% | 0.59% | -0.20% | $16M |
| EFG | 1.91% | 2.10% | -0.19% | $78M |
| USB | 0.02% | 0.20% | -0.18% | $938K |
| IAU | 0.92% | 1.09% | -0.18% | $37M |
| EFA | 1.40% | 1.56% | -0.15% | $57M |
| MTUM | 1.30% | 1.45% | -0.15% | $53M |
| IBB | 0.19% | 0.34% | -0.15% | $8M |
| IEMG | 0.95% | 1.09% | -0.14% | $39M |
| PDBC | 0.21% | 0.35% | -0.14% | $9M |
| SHY | 1.08% | 1.22% | -0.13% | $44M |
| VZ | 0.30% | 0.42% | -0.12% | $12M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 71 | $1.4B | 33.7% |
| Large Cap | 447 | $2.4B | 57.9% |
| Mid Cap | 138 | $277M | 6.8% |
| Small Cap | 31 | $51M | 1.2% |
| Micro Cap | 30 | $18M | 0.4% |
Portfolio Analytics
Avg Market Cap
$123.5B
Median Market Cap
$25.1B
Avg P/E
29.8
Median P/E
21.0
Avg Dividend Yield
0.02%
Avg Beta
0.96
# Stocks
570
# ETFs / Funds
147
Top Holdings (717 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | 4.67% | 1,074,144 | $191M | $177.57 | $11M | -197,785 | -15.6% | |
| 2 | MSFT | 3.56% | 432,498 | $145M | $336.32 | $6M | -63,094 | -12.7% | |
| 3 | SPY | 2.79% | 240,221 | $114M | $474.96 | -$39M | -116,864 | -32.7% | |
| 4 | LQD | 2.56% | 788,445 | $104M | $132.52 | -$17M | -126,101 | -13.8% | |
| 5 | IJJ | 2.10% | 775,159 | $86M | $110.68 | -$5M | -102,747 | -11.7% | |
| 6 | EFG | 1.91% | 705,627 | $78M | $110.29 | -$15M | -162,715 | -18.7% | |
| 7 | HD | 1.83% | 179,945 | $75M | $415.01 | $8M | -23,481 | -11.5% | |
| 8 | MCD | 1.76% | 268,813 | $72M | $268.07 | $5M | -11,299 | -4.0% | |
| 9 | IVW | 1.74% | 850,830 | $71M | $83.67 | $6M | -26,325 | -3.0% | |
| 10 | AMZN | 1.48% | 18,073 | $60M | $3,334.26 | -$8M | -2,746 | -13.2% | |
| 11 | JPM | 1.45% | 374,479 | $59M | $158.35 | -$8M | -39,424 | -9.5% | |
| 12 | IWM | 1.42% | 260,431 | $58M | $222.45 | -$4M | -23,956 | -8.4% | |
| 13 | GOOGL | 1.41% | 19,829 | $57M | $2,897.02 | -$787K | -1,952 | -9.0% | |
| 14 | EFA | 1.40% | 728,586 | $57M | $78.68 | -$11M | -149,912 | -17.1% | |
| 15 | MTUM | 1.30% | 292,925 | $53M | $181.82 | -$11M | -70,949 | -19.5% | |
| 16 | TMO | 1.23% | 75,532 | $50M | $667.24 | $4M | -5,721 | -7.0% | |
| 17 | VONG | 1.20% | 624,926 | $49M | $78.54 | -$4M | -128,141 | -17.0% | |
| 18 | SHY | 1.08% | 516,792 | $44M | $85.54 | -$9M | -104,866 | -16.9% | |
| 19 | GOOG | 1.05% | 14,788 | $43M | $2,893.56 | -$961K | -1,627 | -9.9% | |
| 20 | EEM | 0.98% | 816,260 | $40M | $48.85 | -$13M | -240,084 | -22.7% | |
| 21 | COST | 0.97% | 69,535 | $39M | $567.70 | $6M | -5,233 | -7.0% | |
| 22 | IEMG | 0.95% | 646,700 | $39M | $59.86 | -$9M | -129,759 | -16.7% | |
| 23 | VGIT | 0.94% | 574,563 | $38M | $66.47 | $65K | +10,150 | +1.8% | |
| 24 | JNJ | 0.93% | 222,455 | $38M | $171.07 | -$2M | -27,460 | -11.0% | |
| 25 | UNH | 0.92% | 74,433 | $37M | $502.14 | $5M | -8,052 | -9.8% | |
| 26 | IAU | 0.92% | 1,073,486 | $37M | $34.81 | -$11M | -364,581 | -25.4% | |
| 27 | IJH | 0.87% | 125,196 | $35M | $283.08 | -$1M | -13,500 | -9.7% | |
| 28 | NVDA | 0.86% | 120,065 | $35M | $294.11 | $6M | -23,522 | -16.4% | |
| 29 | IVV | 0.85% | 73,146 | $35M | $476.99 | -$7M | -24,581 | -25.1% | |
| 30 | SPIB | 0.83% | 942,384 | $34M | $36.15 | -$379K | -815 | -0.1% | |
| 31 | DHR | 0.83% | 102,920 | $34M | $329.01 | $623K | -6,262 | -5.7% | |
| 32 | V | 0.82% | 154,496 | $33M | $216.71 | -$4M | -15,659 | -9.2% | |
| 33 | NEE | 0.77% | 336,608 | $31M | $93.36 | $3M | -19,393 | -5.5% | |
| 34 | BAC | 0.75% | 692,881 | $31M | $44.49 | -$2M | -80,677 | -10.4% | |
| 35 | META | 0.72% | 87,884 | $30M | $336.35 | -$6M | -17,992 | -17.0% | |
| 36 | ACN | 0.71% | 69,936 | $29M | $414.55 | $6M | -1,346 | -1.9% | |
| 37 | AGG | 0.70% | 252,061 | $29M | $114.08 | $2M | +18,455 | +7.9% | |
| 38 | IUSG | 0.70% | 247,365 | $29M | $115.64 | -$1M | -44,213 | -15.2% | |
| 39 | SPYG | 0.70% | 393,427 | $29M | $72.47 | -$1M | -73,216 | -15.7% | |
| 40 | ZTS | 0.69% | 114,878 | $28M | $244.03 | $5M | -4,556 | -3.8% | |
| 41 | MBB | 0.68% | 258,155 | $28M | $107.43 | -$3M | -26,040 | -9.2% | |
| 42 | UNP | 0.64% | 103,941 | $26M | $251.93 | $5M | -2,495 | -2.3% | |
| 43 | IVE | 0.63% | 163,131 | $26M | $156.63 | -$3M | -32,990 | -16.8% | |
| 44 | TXN | 0.62% | 134,880 | $25M | $188.47 | -$2M | -6,926 | -4.9% | |
| 45 | BRK-B | 0.61% | 82,933 | $25M | $299.00 | -$184K | -8,591 | -9.4% | |
| 46 | NKE | 0.61% | 148,598 | $25M | $166.67 | $396K | -19,214 | -11.4% | |
| 47 | ADBE | 0.59% | 42,813 | $24M | $567.07 | -$1M | -1,738 | -3.9% | |
| 48 | VWO | 0.58% | 478,709 | $24M | $49.46 | -$103K | +3,205 | +0.7% | |
| 49 | PEP | 0.58% | 135,645 | $24M | $173.71 | $1M | -13,928 | -9.3% | |
| 50 | PG | 0.57% | 141,416 | $23M | $163.58 | $253K | -22,243 | -13.6% | |
| 51 | ITW | 0.56% | 92,159 | $23M | $246.80 | $3M | -4,012 | -4.2% | |
| 52 | EW | 0.54% | 170,908 | $22M | $129.55 | $2M | -6,941 | -3.9% | |
| 53 | IWO | 0.52% | 72,965 | $21M | $293.04 | -$6M | -21,110 | -22.4% | |
| 54 | SPYV | 0.51% | 491,985 | $21M | $42.00 | -$2M | -97,812 | -16.6% | |
| 55 | AVY | 0.50% | 95,118 | $21M | $216.57 | $943K | +253 | +0.3% | |
| 56 | SCZ | 0.49% | 276,405 | $20M | $73.09 | -$5M | -59,494 | -17.7% | |
| 57 | RWO | 0.48% | 349,784 | $20M | $56.53 | -$6M | -157,095 | -31.0% | |
| 58 | EFV | 0.48% | 388,622 | $20M | $50.39 | -$5M | -95,010 | -19.6% | |
| 59 | ABT | 0.47% | 135,574 | $19M | $140.74 | $779K | -19,361 | -12.5% | |
| 60 | CSCO | 0.46% | 296,901 | $19M | $63.37 | -$102K | -50,649 | -14.6% | |
| 61 | CVX | 0.43% | 150,175 | $18M | $117.35 | -$1M | -33,890 | -18.4% | |
| 62 | MDY | 0.42% | 33,102 | $17M | $517.67 | $210K | -2,097 | -6.0% | |
| 63 | HYG | 0.41% | 193,951 | $17M | $87.01 | $621K | +8,159 | +4.4% | |
| 64 | INTC | 0.40% | 317,818 | $16M | $51.50 | -$3M | -47,482 | -13.0% | |
| 65 | IUSV | 0.40% | 213,823 | $16M | $76.34 | -$990K | -30,434 | -12.5% | |
| 66 | COP | 0.40% | 225,864 | $16M | $72.18 | $2M | +8,604 | +4.0% | |
| 67 | FAST | 0.39% | 251,717 | $16M | $64.06 | $3M | -2,723 | -1.1% | |
| 68 | AMP | 0.39% | 53,433 | $16M | $301.67 | $1M | -3,027 | -5.4% | |
| 69 | IWF | 0.39% | 52,490 | $16M | $305.58 | -$12M | -48,416 | -48.0% | |
| 70 | PYPL | 0.39% | 84,188 | $16M | $188.58 | -$10M | -15,733 | -15.8% | |
| 71 | MSCI | 0.39% | 25,735 | $16M | $612.67 | -$20K | -216 | -0.8% | |
| 72 | DOV | 0.38% | 84,850 | $15M | $181.60 | $2M | +1,187 | +1.4% | |
| 73 | DIS | 0.37% | 97,727 | $15M | $154.89 | -$5M | -21,370 | -17.9% | |
| 74 | AON | 0.36% | 48,424 | $15M | $300.55 | $584K | -462 | -0.9% | |
| 75 | LAMR | 0.33% | 110,525 | $13M | $121.30 | $1M | +1,980 | +1.8% | |
| 76 | IWR | 0.33% | 161,357 | $13M | $83.01 | -$6M | -81,994 | -33.7% | |
| 77 | QRVO | 0.33% | 85,091 | $13M | $156.39 | -$1M | -1,721 | -2.0% | |
| 78 | SHM | 0.32% | 267,367 | $13M | $49.18 | -$3M | -50,483 | -15.9% | |
| 79 | CE | 0.32% | 77,284 | $13M | $168.06 | $3M | +11,621 | +17.7% | |
| 80 | IJS | 0.32% | 123,409 | $13M | $104.49 | -$4M | -41,919 | -25.4% | |
| 81 | 0KCI.L | 0.31% | 215,460 | $13M | $58.76 | -$499K | -11,461 | -5.0% | |
| 82 | DG | 0.30% | 52,811 | $12M | $235.82 | $923K | -1,543 | -2.8% | |
| 83 | PFE | 0.30% | 208,378 | $12M | $59.05 | $2M | -26,631 | -11.3% | |
| 84 | NDAQ | 0.30% | 58,291 | $12M | $210.02 | $929K | -322 | -0.6% | |
| 85 | VZ | 0.30% | 235,257 | $12M | $51.96 | -$6M | -108,838 | -31.6% | |
| 86 | USIG | 0.30% | 204,022 | $12M | $59.74 | -$4M | -68,115 | -25.0% | |
| 87 | ORLY | 0.30% | 17,237 | $12M | $706.21 | $3M | +2,682 | +18.4% | |
| 88 | EL | 0.30% | 32,712 | $12M | $370.20 | $2M | -172 | -0.5% | |
| 89 | LLY | 0.30% | 43,683 | $12M | $276.22 | -$1M | -12,889 | -22.8% | |
| 90 | REET | 0.29% | 393,343 | $12M | $30.61 | -$4M | -177,334 | -31.1% | |
| 91 | VBR | 0.29% | 66,833 | $12M | $178.85 | -$5M | -34,769 | -34.2% | |
| 92 | IWD | 0.29% | 71,152 | $12M | $167.94 | -$1M | -13,755 | -16.2% | |
| 93 | BBY | 0.29% | 115,297 | $12M | $101.60 | -$852K | -3,571 | -3.0% | |
| 94 | TGT | 0.26% | 45,476 | $11M | $231.44 | -$3M | -13,453 | -22.8% | |
| 95 | VB | 0.26% | 46,249 | $10M | $226.02 | -$5M | -24,320 | -34.5% | |
| 96 | IDXX | 0.25% | 15,795 | $10M | $658.44 | $39K | -866 | -5.2% | |
| 97 | TJX | 0.25% | 136,681 | $10M | $75.92 | $629K | -11,057 | -7.5% | |
| 98 | MRK | 0.25% | 133,463 | $10M | $76.64 | -$1M | -19,351 | -12.7% | |
| 99 | FLOT | 0.24% | 196,972 | $10M | $50.73 | $1M | +21,482 | +12.2% | |
| 100 | MMC | 0.24% | 55,905 | $10M | $173.81 | $1M | -898 | -1.6% |