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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
+7.25%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.47B
AUM Growth
+$280M
Cap. Flow
-$1.86M
Cap. Flow %
-0.04%
Top 10 Hldgs %
23.51%
Holding
731
New
42
Increased
299
Reduced
330
Closed
11

Top Buys

Rank Stock Value
1
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$16.6M
2
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$11.4M
3
MCK icon
McKesson
MCK
+$6.58M
4
NVDA icon
NVIDIA
NVDA
+$6.48M
5
WHR icon
Whirlpool
WHR
+$6.32M

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.44M
2
REET icon
iShares Global REIT ETF
REET
+$8.52M
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.26M
4
ABT icon
Abbott
ABT
+$7.16M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.27M

Sector Composition

Rank Sector Weight
1 Technology 13.49%
2 Financials 8.98%
3 Healthcare 8.28%
4 Consumer Discretionary 8.26%
5 Industrials 5.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
226
Netflix
NFLX
$311B
$2.49M 0.06%
47,130
+6,980
+17% +$357K
XLF icon
227
State Street Financial Select Sector SPDR ETF
XLF
$59.2B
$2.47M 0.06%
67,390
+70
+0.1% +$2.56K
DTST icon
228
Data Storage Corp
DTST
$8M
$2.47M 0.06%
+423,132
New +$2.39M
NTAP icon
229
NetApp
NTAP
$38.7B
$2.46M 0.06%
30,013
-1,566
-5% -$122K
IT icon
230
Gartner
IT
$11.8B
$2.45M 0.05%
10,109
+599
+6% +$131K
PSA icon
231
Public Storage
PSA
$60.8B
$2.43M 0.05%
8,090
-241
-3% -$67.6K
BIIB icon
232
Biogen
BIIB
$30.4B
$2.37M 0.05%
6,836
+56
+0.8% +$17K
XLK icon
233
State Street Technology Select Sector SPDR ETF
XLK
$121B
$2.37M 0.05%
32,052
+194
+0.6% +$13.6K
CLX icon
234
Clorox
CLX
$13.1B
$2.31M 0.05%
12,823
-4,265
-25% -$778K
VIG icon
235
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.26M 0.05%
14,626
+300
+2% +$46K
GWX icon
236
State Street SPDR S&P International Small Cap ETF
GWX
$918M
$2.2M 0.05%
57,011
-24,100
-30% -$936K
SWK icon
237
Stanley Black & Decker
SWK
$15.8B
$2.19M 0.05%
10,660
-164
-2% -$34K
WAL icon
238
Western Alliance Bancorporation
WAL
$8.95B
$2.18M 0.05%
23,524
-183
-0.8% -$18.1K
XYZ
239
Block Inc
XYZ
$47.4B
$2.18M 0.05%
8,934
-636
-7% -$148K
BBWI icon
240
Bath & Body Works
BBWI
$3.84B
$2.17M 0.05%
37,299
+548
+1% +$29.6K
CMS icon
241
CMS Energy
CMS
$21.8B
$2.15M 0.05%
36,372
-1,219
-3% -$75.8K
HUM icon
242
Humana
HUM
$45B
$2.14M 0.05%
4,825
-56
-1% -$24.5K
JNK icon
243
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$2.11M 0.05%
19,186
-348
-2% -$37.9K
HUBS icon
244
HubSpot
HUBS
$11B
$2.09M 0.05%
3,592
+135
+4% +$70.4K
ODFL icon
245
Old Dominion Freight Line
ODFL
$43.6B
$2.09M 0.05%
16,484
-76
-0.5% -$9.74K
HEDJ icon
246
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$2.09M 0.05%
54,716
-10,966
-17% -$414K
DVY icon
247
iShares Select Dividend ETF
DVY
$23.7B
$2.07M 0.05%
17,746
-408
-2% -$48.5K
KHC icon
248
Kraft Heinz
KHC
$29.2B
$2.05M 0.05%
50,347
+26,037
+107% +$1.1M
TTC icon
249
Toro Company
TTC
$9.48B
$2.05M 0.05%
18,628
-101
-0.5% -$11.1K
NDSN icon
250
Nordson
NDSN
$17.4B
$2.03M 0.05%
9,238
+49
+0.5% +$10.4K
8 9
10
11 12

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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People's United Financial's Q2 2021 Portfolio in Review

As of Q2 2021, People's United Financial held 731 positions worth $4.47B, up 6.7% from $4.19B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q2 2021 filing shows 42 new, 299 increased, 330 reduced and 11 closed positions. Its largest new stake was iShares Broad USD Investment Grade Corporate Bond ETF: 277,448 shares worth $16.8M. The largest sale was State Street SPDR S&P 500 ETF Trust, an estimated $9.44M.

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

  • People's United Financial's largest Q2 2021 buy was iShares Broad USD Investment Grade Corporate Bond ETF: 277,448 shares worth $16.8M.
  • People's United Financial added most to iShares Russell 2000 Growth ETF in Q2 2021, an estimated $11.4M increase.
  • People's United Financial's biggest Q2 2021 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $9.44M.
  • People's United Financial fully exited Varian Medical Systems, Inc. in Q2 2021, selling an estimated $966K.
  • People's United Financial's ten largest holdings make up 24% of its $4.47B portfolio in Q2 2021.
  • People's United Financial opened 42 new positions and closed 11 in Q2 2021.
  • People's United Financial's portfolio value rose 6.7% quarter-over-quarter to $4.47B.

Based on People's United Financial's 13F filing for Q2 2021, filed 11 Aug 2021.