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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
+5.87%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.19B
AUM Growth
+$153M
Cap. Flow
-$46.3M
Cap. Flow %
-1.1%
Top 10 Hldgs %
23.68%
Holding
716
New
59
Increased
303
Reduced
300
Closed
27

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$42.9M
2
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$18M
3
AMP icon
Ameriprise Financial
AMP
+$9.23M
4
NVDA icon
NVIDIA
NVDA
+$6.99M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$5.81M

Top Sells

Rank Stock Value
1
IWM icon
iShares Russell 2000 ETF
IWM
+$44.7M
2
IVW icon
iShares S&P 500 Growth ETF
IVW
+$24.7M
3
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$14.4M
4
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$12.7M
5
AAPL icon
Apple
AAPL
+$10.8M

Sector Composition

Rank Sector Weight
1 Technology 12.75%
2 Financials 8.81%
3 Healthcare 8.13%
4 Consumer Discretionary 8.01%
5 Industrials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WAL icon
226
Western Alliance Bancorporation
WAL
$8.92B
$2.24M 0.05%
23,707
-2,085
-8% -$173K
LRCX icon
227
Lam Research
LRCX
$422B
$2.23M 0.05%
37,400
-930
-2% -$50.7K
JEF icon
228
Jefferies Financial Group
JEF
$12.9B
$2.2M 0.05%
76,414
-42,527
-36% -$1.16M
XYZ
229
Block Inc
XYZ
$49.9B
$2.17M 0.05%
9,570
+246
+3% +$57.5K
SWK icon
230
Stanley Black & Decker
SWK
$15.4B
$2.16M 0.05%
10,824
-117
-1% -$21.2K
JNK icon
231
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.33B
$2.13M 0.05%
19,534
+14
+0.1% +$1.52K
XLK icon
232
State Street Technology Select Sector SPDR ETF
XLK
$125B
$2.12M 0.05%
31,858
-15,772
-33% -$1.04M
VIG icon
233
Vanguard Dividend Appreciation ETF
VIG
$115B
$2.11M 0.05%
14,326
-228
-2% -$32.4K
NFLX icon
234
Netflix
NFLX
$326B
$2.09M 0.05%
40,150
-1,370
-3% -$72.7K
DVY icon
235
iShares Select Dividend ETF
DVY
$24B
$2.07M 0.05%
18,154
-931
-5% -$98.4K
PSA icon
236
Public Storage
PSA
$61.4B
$2.06M 0.05%
8,331
+40
+0.5% +$9.31K
NUS icon
237
Nu Skin
NUS
$236M
$2.05M 0.05%
+38,701
New +$2.11M
HUM icon
238
Humana
HUM
$46.2B
$2.05M 0.05%
4,881
-37
-0.8% -$14.8K
PH icon
239
Parker-Hannifin
PH
$134B
$2.04M 0.05%
6,451
+476
+8% +$137K
D icon
240
Dominion Energy
D
$60.3B
$2.03M 0.05%
26,677
-526
-2% -$38.2K
NTR icon
241
Nutrien
NTR
$32.2B
$2M 0.05%
37,206
+1,099
+3% +$59.8K
BHB icon
242
Bar Harbor Bankshares
BHB
$681M
$2M 0.05%
67,966
-3,825
-5% -$99.7K
ODFL icon
243
Old Dominion Freight Line
ODFL
$44.7B
$1.99M 0.05%
16,560
-264
-2% -$28.3K
CL icon
244
Colgate-Palmolive
CL
$74.1B
$1.96M 0.05%
24,878
+448
+2% +$35.1K
SJM icon
245
J.M. Smucker
SJM
$12.9B
$1.93M 0.05%
15,284
+3,977
+35% +$469K
TTC icon
246
Toro Company
TTC
$9.21B
$1.93M 0.05%
18,729
-97
-0.5% -$9.7K
BABA icon
247
Alibaba
BABA
$293B
$1.93M 0.05%
8,490
+708
+9% +$174K
BIIB icon
248
Biogen
BIIB
$31.1B
$1.9M 0.05%
6,780
-4,840
-42% -$1.31M
ESGU icon
249
iShares ESG Aware MSCI USA ETF
ESGU
$18.5B
$1.89M 0.05%
20,800
+8,576
+70% +$762K
IEFA icon
250
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.86M 0.04%
25,755
+676
+3% +$48.3K
8 9
10
11 12

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

People's United Financial's Q1 2021 Portfolio in Review

As of Q1 2021, People's United Financial held 716 positions worth $4.19B, up 3.8% from $4.03B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q1 2021 filing shows 59 new, 303 increased, 300 reduced and 27 closed positions. Its largest new stake was State Street SPDR S&P Regional Banking ETF: 89,873 shares worth $5.96M. The largest sale was iShares Russell 2000 ETF, an estimated $44.7M.

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

  • People's United Financial's largest Q1 2021 buy was State Street SPDR S&P Regional Banking ETF: 89,873 shares worth $5.96M.
  • People's United Financial added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2021, an estimated $42.9M increase.
  • People's United Financial's biggest Q1 2021 reduction was iShares Russell 2000 ETF, cutting an estimated $44.7M.
  • People's United Financial fully exited JD.com in Q1 2021, selling an estimated $2.2M.
  • People's United Financial's ten largest holdings make up 24% of its $4.19B portfolio in Q1 2021.
  • People's United Financial opened 59 new positions and closed 27 in Q1 2021.
  • People's United Financial's portfolio value rose 3.8% quarter-over-quarter to $4.19B.

Based on People's United Financial's 13F filing for Q1 2021, filed 14 May 2021.