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PSUF

People's United Financial Portfolio holdings

AUM $3.51B
1-Year Est. Return 12.24%
This Fund
S&P 500
This Quarter Est. Return
+12.83%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.03B
AUM Growth
+$440M
Cap. Flow
+$23.1M
Cap. Flow %
0.57%
Top 10 Hldgs %
24.85%
Holding
673
New
45
Increased
207
Reduced
383
Closed
16

Top Buys

Rank Stock Value
1
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$51.6M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$47.9M
3
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$45.5M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$10M
5
DOV icon
Dover
DOV
+$5.46M

Top Sells

Rank Stock Value
1
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$24.3M
2
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$12.4M
3
INTC icon
Intel
INTC
+$10.4M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.89M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.47M

Sector Composition

Rank Sector Weight
1 Technology 13.4%
2 Healthcare 8.55%
3 Financials 8.04%
4 Consumer Discretionary 7.89%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
D icon
226
Dominion Energy
D
$59.8B
$2.05M 0.05%
27,203
-1,265
-4% -$100K
XYZ
227
Block Inc
XYZ
$46.4B
$2.03M 0.05%
9,324
+1,295
+16% +$253K
HUM icon
228
Humana
HUM
$46.1B
$2.02M 0.05%
4,918
+343
+7% +$143K
XLF icon
229
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.98M 0.05%
67,270
-682
-1% -$18.2K
TSCO icon
230
Tractor Supply
TSCO
$18.6B
$1.96M 0.05%
69,830
+6,165
+10% +$173K
CACI icon
231
CACI
CACI
$14.7B
$1.96M 0.05%
7,854
+696
+10% +$160K
SWK icon
232
Stanley Black & Decker
SWK
$15.4B
$1.95M 0.05%
10,941
-6
-0.1% -$1.06K
RPM icon
233
RPM International
RPM
$14.6B
$1.95M 0.05%
21,496
-1,400
-6% -$123K
BPOP icon
234
Popular Inc
BPOP
$11.2B
$1.94M 0.05%
34,440
+3,823
+12% +$181K
PSA icon
235
Public Storage
PSA
$60.7B
$1.92M 0.05%
8,291
-185
-2% -$42.4K
PFF icon
236
iShares Preferred and Income Securities ETF
PFF
$13.2B
$1.91M 0.05%
49,469
+10,766
+28% +$402K
LULU icon
237
lululemon athletica
LULU
$13.9B
$1.88M 0.05%
5,404
+162
+3% +$56.3K
ROP icon
238
Roper Technologies
ROP
$38.9B
$1.88M 0.05%
4,360
+788
+22% +$324K
VEA icon
239
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.87M 0.05%
39,631
-2,379
-6% -$105K
QCOM icon
240
Qualcomm
QCOM
$170B
$1.86M 0.05%
12,239
-339
-3% -$47.2K
NDSN icon
241
Nordson
NDSN
$17.3B
$1.86M 0.05%
9,244
-183
-2% -$36.7K
NTAP icon
242
NetApp
NTAP
$39.1B
$1.85M 0.05%
27,982
+1,838
+7% +$97.1K
DVY icon
243
iShares Select Dividend ETF
DVY
$23.7B
$1.84M 0.05%
19,085
-2,094
-10% -$190K
BABA icon
244
Alibaba
BABA
$297B
$1.81M 0.04%
7,782
-562
-7% -$156K
LRCX icon
245
Lam Research
LRCX
$407B
$1.81M 0.04%
38,330
-1,960
-5% -$82.5K
TTC icon
246
Toro Company
TTC
$9.28B
$1.78M 0.04%
18,826
-462
-2% -$40.8K
DIA icon
247
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$1.77M 0.04%
5,800
+3
+0.1% +$873
IGSB icon
248
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.77M 0.04%
32,078
-2,769
-8% -$152K
IEI icon
249
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.74M 0.04%
13,074
-422
-3% -$56.1K
NTR icon
250
Nutrien
NTR
$31.8B
$1.74M 0.04%
36,107
-13,115
-27% -$580K
8 9
10
11 12

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SCC
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BAM
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ACI
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People's United Financial's Q4 2020 Portfolio in Review

As of Q4 2020, People's United Financial held 673 positions worth $4.03B, up 12% from $3.6B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

People's United Financial's Q4 2020 filing shows 45 new, 207 increased, 383 reduced and 16 closed positions. Its largest new stake was iShares MSCI USA Momentum Factor ETF: 336,877 shares worth $54.3M. The largest sale was State Street SPDR Bloomberg International Treasury Bond ETF, an estimated $24.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q4 2020 buy was iShares MSCI USA Momentum Factor ETF: 336,877 shares worth $54.3M.
  • People's United Financial added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020, an estimated $47.9M increase.
  • People's United Financial's biggest Q4 2020 reduction was State Street SPDR Bloomberg International Treasury Bond ETF, cutting an estimated $24.3M.
  • People's United Financial fully exited Bank of America Series L in Q4 2020, selling an estimated $1.82M.
  • People's United Financial's ten largest holdings make up 25% of its $4.03B portfolio in Q4 2020.
  • People's United Financial opened 45 new positions and closed 16 in Q4 2020.
  • People's United Financial's portfolio value rose 12% quarter-over-quarter to $4.03B.

Based on People's United Financial's 13F filing for Q4 2020, filed 10 Feb 2021.