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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
IEFA icon
251
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.73M 0.04%
25,079
-2,633
-10% -$170K
STE icon
252
Steris
STE
$23B
$1.72M 0.04%
9,060
-622
-6% -$116K
VBK icon
253
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$1.68M 0.04%
6,270
-353
-5% -$85.4K
CTLT
254
DELISTED
CATALENT, INC.
CTLT
$1.66M 0.04%
15,981
-1,462
-8% -$142K
ED icon
255
Consolidated Edison
ED
$39.7B
$1.65M 0.04%
22,866
+1,104
+5% +$85.8K
CGNX icon
256
Cognex
CGNX
$10.4B
$1.65M 0.04%
20,556
-501
-2% -$36.4K
ODFL icon
257
Old Dominion Freight Line
ODFL
$44.2B
$1.64M 0.04%
16,824
+1,370
+9% +$136K
PH icon
258
Parker-Hannifin
PH
$135B
$1.63M 0.04%
5,975
-673
-10% -$167K
BHB icon
259
Bar Harbor Bankshares
BHB
$677M
$1.62M 0.04%
71,791
– –
SUSC icon
260
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$1.61M 0.04%
+56,731
New +$1.59M
VTI icon
261
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$1.6M 0.04%
8,226
-168
-2% -$30.7K
CARR icon
262
Carrier Global
CARR
$52.4B
$1.59M 0.04%
42,104
-4,951
-11% -$179K
GILD icon
263
Gilead Sciences
GILD
$170B
$1.57M 0.04%
27,026
-15,387
-36% -$928K
HUBS icon
264
HubSpot
HUBS
$10.6B
$1.57M 0.04%
3,970
+130
+3% +$45.6K
ZBH icon
265
Zimmer Biomet
ZBH
$18.3B
$1.56M 0.04%
10,438
-285
-3% -$40.3K
BDX icon
266
Becton Dickinson
BDX
$49.2B
$1.56M 0.04%
6,389
-229
-3% -$53.4K
WAL icon
267
Western Alliance Bancorporation
WAL
$8.97B
$1.55M 0.04%
25,792
-2,044
-7% -$99.5K
BAH icon
268
Booz Allen Hamilton
BAH
$9.38B
$1.54M 0.04%
17,719
-483
-3% -$41.1K
PHG icon
269
Philips
PHG
$26.2B
$1.53M 0.04%
34,776
+10,214
+42% +$422K
CRM icon
270
Salesforce
CRM
$158B
$1.52M 0.04%
6,853
+284
+4% +$69.1K
WBD icon
271
Warner Bros
WBD
$68.9B
$1.52M 0.04%
50,510
+3,289
+7% +$80.6K
TEL icon
272
TE Connectivity
TEL
$62.1B
$1.5M 0.04%
12,429
-1,789
-13% -$197K
SYK icon
273
Stryker
SYK
$133B
$1.5M 0.04%
6,129
-311
-5% -$70.4K
LAD icon
274
Lithia Motors
LAD
$8.33B
$1.49M 0.04%
5,089
-164
-3% -$44.9K
DDOG icon
275
Datadog
DDOG
$87.6B
$1.49M 0.04%
15,107
+1,390
+10% +$139K
9 10
11
12 13

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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.