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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
PBE icon
276
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.49M 0.04%
21,180
– –
MU icon
277
Micron Technology
MU
$1.04T
$1.48M 0.04%
19,687
+5
+0% +$302
ALL icon
278
Allstate
ALL
$64.9B
$1.47M 0.04%
13,339
+5,762
+76% +$566K
YUM icon
279
Yum! Brands
YUM
$40.7B
$1.44M 0.04%
13,292
-71
-0.5% -$7.25K
BURL icon
280
Burlington
BURL
$22.3B
$1.44M 0.04%
5,505
-241
-4% -$53.7K
IT icon
281
Gartner
IT
$11.4B
$1.43M 0.04%
8,940
-265
-3% -$38.2K
SAM icon
282
Boston Beer
SAM
$1.9B
$1.42M 0.04%
1,432
+208
+17% +$200K
RBA icon
283
RB Global
RBA
$16.1B
$1.42M 0.04%
20,462
-443
-2% -$29.3K
FIVE icon
284
Five Below
FIVE
$13.2B
$1.41M 0.04%
8,070
-411
-5% -$60.9K
RBC icon
285
RBC Bearings
RBC
$17.7B
$1.41M 0.03%
7,859
-288
-4% -$44K
GIS icon
286
General Mills
GIS
$20.4B
$1.4M 0.03%
23,876
+2,002
+9% +$121K
IR icon
287
Ingersoll Rand
IR
$32.9B
$1.39M 0.03%
30,593
-983
-3% -$40.7K
PB icon
288
Prosperity Bancshares
PB
$8.95B
$1.38M 0.03%
19,871
+555
+3% +$34K
KWR icon
289
Quaker Houghton
KWR
$2.96B
$1.38M 0.03%
5,428
-183
-3% -$41.3K
ZM icon
290
Zoom
ZM
$30.7B
$1.35M 0.03%
4,012
+2,988
+292% +$1.33M
OTIS icon
291
Otis Worldwide
OTIS
$28.1B
$1.35M 0.03%
20,018
-5,788
-22% -$375K
INTU icon
292
Intuit
INTU
$91B
$1.35M 0.03%
3,542
-86
-2% -$30.2K
WY icon
293
Weyerhaeuser
WY
$17.8B
$1.34M 0.03%
40,093
-19,253
-32% -$579K
SCHX icon
294
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.34M 0.03%
88,614
+624
+0.7% +$8.93K
RIO icon
295
Rio Tinto
RIO
$164B
$1.34M 0.03%
17,773
+6,831
+62% +$449K
AEP icon
296
American Electric Power
AEP
$67.6B
$1.33M 0.03%
16,032
-1,933
-11% -$168K
LEA icon
297
Lear
LEA
$8.03B
$1.33M 0.03%
8,358
-2,305
-22% -$324K
SJM icon
298
J.M. Smucker
SJM
$12.7B
$1.31M 0.03%
11,307
+3,519
+45% +$409K
CI icon
299
Cigna
CI
$73.3B
$1.27M 0.03%
6,125
+126
+2% +$24.7K
SUI icon
300
Sun Communities
SUI
$14.4B
$1.27M 0.03%
8,346
+262
+3% +$37.9K
10 11
12
13 14

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SCC
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BAM
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ACI
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ACM
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OSIA
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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.