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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
SAM icon
251
Boston Beer
SAM
$1.89B
$1.84M 0.04%
1,525
+93
+6% +$97.6K
BBWI icon
252
Bath & Body Works
BBWI
$3.75B
$1.84M 0.04%
+36,751
New +$1.51M
RPM icon
253
RPM International
RPM
$14.5B
$1.83M 0.04%
19,892
-1,604
-7% -$139K
NDSN icon
254
Nordson
NDSN
$17.2B
$1.83M 0.04%
9,189
-55
-0.6% -$10.7K
IGSB icon
255
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$1.82M 0.04%
33,342
+1,264
+4% +$69.4K
PLUG icon
256
Plug Power
PLUG
$3.19B
$1.82M 0.04%
50,662
+29,813
+143% +$1.54M
LAD icon
257
Lithia Motors
LAD
$8.32B
$1.8M 0.04%
4,616
-473
-9% -$170K
GM icon
258
General Motors
GM
$76B
$1.79M 0.04%
31,211
+819
+3% +$43.5K
VEA icon
259
Vanguard FTSE Developed Markets ETF
VEA
$239B
$1.78M 0.04%
36,275
-3,356
-8% -$164K
DIA icon
260
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$1.75M 0.04%
5,303
-497
-9% -$157K
SBNY
261
DELISTED
Signature Bank
SBNY
$1.74M 0.04%
7,690
+198
+3% +$39K
IT icon
262
Gartner
IT
$11.5B
$1.74M 0.04%
9,510
+570
+6% +$99.1K
VCSH icon
263
Vanguard Short-Term Corporate Bond ETF
VCSH
$45.1B
$1.72M 0.04%
+20,890
New +$1.73M
MKTX icon
264
MarketAxess Holdings
MKTX
$5.72B
$1.72M 0.04%
3,459
-2,808
-45% -$1.5M
IEI icon
265
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.72M 0.04%
13,234
+160
+1% +$21K
ZBH icon
266
Zimmer Biomet
ZBH
$18.9B
$1.72M 0.04%
11,044
+606
+6% +$93.9K
VBK icon
267
Vanguard Morningstar Small-Cap Growth ETF
VBK
$25B
$1.71M 0.04%
6,216
-54
-0.9% -$15.2K
CARR icon
268
Carrier Global
CARR
$52.4B
$1.69M 0.04%
40,128
-1,976
-5% -$76.8K
KTB icon
269
Kontoor Brands
KTB
$4.57B
$1.69M 0.04%
34,732
+4,771
+16% +$213K
ATCO
270
DELISTED
Atlas Corp.
ATCO
$1.68M 0.04%
123,395
+32,371
+36% +$415K
CGNX icon
271
Cognex
CGNX
$10.5B
$1.68M 0.04%
20,283
-273
-1% -$22.7K
STE icon
272
Steris
STE
$23.1B
$1.68M 0.04%
8,819
-241
-3% -$44.7K
ED icon
273
Consolidated Edison
ED
$40B
$1.67M 0.04%
22,330
-536
-2% -$37.7K
LULU icon
274
lululemon athletica
LULU
$13.7B
$1.66M 0.04%
5,406
+2
+0% +$657
GILD icon
275
Gilead Sciences
GILD
$170B
$1.66M 0.04%
25,646
-1,380
-5% -$89K
9 10
11
12 13

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BAM
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ACI
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ACM
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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.