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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
PLUG icon
276
Plug Power
PLUG
$3.11B
$1.73M 0.04%
50,672
+10
+0% +$290
CTVA icon
277
Corteva
CTVA
$51B
$1.72M 0.04%
38,675
-20,217
-34% -$934K
ACHC icon
278
Acadia Healthcare
ACHC
$2.9B
$1.71M 0.04%
27,224
+686
+3% +$43K
RPM icon
279
RPM International
RPM
$14.9B
$1.71M 0.04%
19,244
-648
-3% -$60.3K
ZBH icon
280
Zimmer Biomet
ZBH
$18.5B
$1.7M 0.04%
10,909
-135
-1% -$21.9K
INTU icon
281
Intuit
INTU
$91.9B
$1.69M 0.04%
3,452
-57
-2% -$24.7K
ZM icon
282
Zoom
ZM
$31B
$1.68M 0.04%
4,352
-353
-8% -$118K
VER
283
DELISTED
VEREIT, Inc.
VER
$1.68M 0.04%
36,658
+251
+0.7% +$11.4K
PBE icon
284
Invesco Biotechnology & Genome ETF
PBE
$359M
$1.67M 0.04%
21,550
– –
SAM icon
285
Boston Beer
SAM
$1.85B
$1.66M 0.04%
1,630
+105
+7% +$118K
ESI icon
286
Element Solutions
ESI
$9.19B
$1.66M 0.04%
71,003
+7,215
+11% +$159K
CGNX icon
287
Cognex
CGNX
$10.6B
$1.66M 0.04%
19,709
-574
-3% -$46.4K
GILD icon
288
Gilead Sciences
GILD
$169B
$1.65M 0.04%
23,887
-1,759
-7% -$117K
YUM icon
289
Yum! Brands
YUM
$39.5B
$1.64M 0.04%
14,289
+319
+2% +$37.6K
AZN icon
290
AstraZeneca
AZN
$246B
$1.64M 0.04%
13,652
+1,326
+11% +$145K
CTLT
291
DELISTED
CATALENT, INC.
CTLT
$1.64M 0.04%
15,129
-156
-1% -$16.7K
IEI icon
292
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.63M 0.04%
12,516
-718
-5% -$93.7K
HZNP
293
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$1.63M 0.04%
17,359
+1,404
+9% +$129K
WRK
294
DELISTED
WestRock Company
WRK
$1.62M 0.04%
30,516
-858
-3% -$48K
EPAM icon
295
EPAM Systems
EPAM
$5.14B
$1.61M 0.04%
3,159
-2
-0.1% -$937
VICI icon
296
VICI Properties
VICI
$28.6B
$1.6M 0.04%
51,447
+620
+1% +$19.2K
VTRS icon
297
Viatris
VTRS
$18.7B
$1.59M 0.04%
111,556
+5,332
+5% +$77.1K
LAD icon
298
Lithia Motors
LAD
$8.34B
$1.59M 0.04%
4,616
– –
DPZ icon
299
Domino's
DPZ
$11.8B
$1.58M 0.04%
3,384
+20
+0.6% +$8.48K
RBC icon
300
RBC Bearings
RBC
$17.4B
$1.58M 0.04%
7,901
+42
+0.5% +$8.3K
10 11
12
13 14

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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
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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.