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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
ESGU icon
251
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$2.02M 0.05%
20,544
-256
-1% -$24.5K
SJM icon
252
J.M. Smucker
SJM
$12.6B
$2.01M 0.04%
15,495
+211
+1% +$28K
PH icon
253
Parker-Hannifin
PH
$134B
$2.01M 0.04%
6,533
+82
+1% +$25.4K
LW icon
254
Lamb Weston
LW
$7.25B
$2M 0.04%
24,817
-58,311
-70% -$4.67M
D icon
255
Dominion Energy
D
$59.7B
$1.98M 0.04%
26,942
+265
+1% +$20.5K
SBNY
256
DELISTED
Signature Bank
SBNY
$1.97M 0.04%
8,030
+340
+4% +$82.5K
VEA icon
257
Vanguard FTSE Developed Markets ETF
VEA
$236B
$1.97M 0.04%
38,223
+1,948
+5% +$101K
CARR icon
258
Carrier Global
CARR
$52.3B
$1.97M 0.04%
40,461
+333
+0.8% +$14.9K
BHB icon
259
Bar Harbor Bankshares
BHB
$668M
$1.95M 0.04%
67,966
– –
LULU icon
260
lululemon athletica
LULU
$14.3B
$1.94M 0.04%
5,316
-90
-2% -$29.6K
DIA icon
261
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$1.93M 0.04%
5,606
+303
+6% +$103K
RIO icon
262
Rio Tinto
RIO
$164B
$1.89M 0.04%
22,577
+2,131
+10% +$183K
IEFA icon
263
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.89M 0.04%
25,210
-545
-2% -$41.1K
VCSH icon
264
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$1.89M 0.04%
22,788
+1,898
+9% +$157K
IGSB icon
265
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.81M 0.04%
33,088
-254
-0.8% -$13.9K
VOO icon
266
Vanguard S&P 500 ETF
VOO
$1.03T
$1.81M 0.04%
4,590
+1,112
+32% +$427K
GM icon
267
General Motors
GM
$78.1B
$1.8M 0.04%
30,443
-768
-2% -$45.1K
CL icon
268
Colgate-Palmolive
CL
$73.7B
$1.8M 0.04%
22,101
-2,777
-11% -$227K
VBK icon
269
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$1.78M 0.04%
6,152
-64
-1% -$17.9K
MGM icon
270
MGM Resorts International
MGM
$11.1B
$1.78M 0.04%
41,706
-671
-2% -$27.8K
ATCO
271
DELISTED
Atlas Corp.
ATCO
$1.78M 0.04%
124,627
+1,232
+1% +$17.1K
STE icon
272
Steris
STE
$23.3B
$1.77M 0.04%
8,579
-240
-3% -$48.3K
NEM icon
273
Newmont
NEM
$123B
$1.76M 0.04%
27,701
+5,471
+25% +$367K
KTB icon
274
Kontoor Brands
KTB
$4.15B
$1.75M 0.04%
30,928
-3,804
-11% -$233K
CI icon
275
Cigna
CI
$72.1B
$1.74M 0.04%
7,317
+2,077
+40% +$519K
9 10
11
12 13

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IA
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SCC
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BAM
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ACI
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
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.