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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
GM icon
301
General Motors
GM
$76.3B
$1.27M 0.03%
30,392
+1,449
+5% +$56.3K
SUSA icon
302
iShares ESG Optimized MSCI USA ETF
SUSA
$4.18B
$1.26M 0.03%
15,347
+1,799
+13% +$141K
BNY
303
Bank of New York Mellon
BNY
$110B
$1.24M 0.03%
29,281
-3,875
-12% -$149K
GGG icon
304
Graco
GGG
$13.3B
$1.24M 0.03%
17,079
-104
-0.6% -$6.96K
KTB icon
305
Kontoor Brands
KTB
$4.46B
$1.22M 0.03%
29,961
-7,001
-19% -$258K
YUMC icon
306
Yum China
YUMC
$16.3B
$1.21M 0.03%
21,115
+8,579
+68% +$482K
AMD icon
307
Advanced Micro Devices
AMD
$795B
$1.2M 0.03%
13,100
-555
-4% -$47.9K
HSY icon
308
Hershey
HSY
$37B
$1.2M 0.03%
7,858
-348
-4% -$51.5K
ACHC icon
309
Acadia Healthcare
ACHC
$2.97B
$1.2M 0.03%
23,767
+1,192
+5% +$47.5K
VOO icon
310
Vanguard S&P 500 ETF
VOO
$1.03T
$1.19M 0.03%
3,474
+36
+1% +$11.7K
CHTR icon
311
Charter Communications
CHTR
$18B
$1.19M 0.03%
1,804
-21
-1% -$13.4K
PAYX icon
312
Paychex
PAYX
$42.5B
$1.17M 0.03%
12,563
-4,972
-28% -$441K
IWP icon
313
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$1.16M 0.03%
11,326
+250
+2% +$23.8K
TMUS icon
314
T-Mobile US
TMUS
$189B
$1.16M 0.03%
8,586
-718
-8% -$88.7K
DPZ icon
315
Domino's
DPZ
$11.7B
$1.15M 0.03%
2,985
+2,201
+281% +$865K
WRK
316
DELISTED
WestRock Company
WRK
$1.14M 0.03%
26,286
+879
+3% +$36.3K
OGE icon
317
OGE Energy
OGE
$9.68B
$1.14M 0.03%
35,761
+15,087
+73% +$487K
MSM icon
318
MSC Industrial Direct
MSM
$6.61B
$1.13M 0.03%
13,339
+1,048
+9% +$80.9K
BAX icon
319
Baxter International
BAX
$14.1B
$1.12M 0.03%
13,973
-1,236
-8% -$97.9K
VOYA icon
320
Voya Financial
VOYA
$9B
$1.12M 0.03%
19,017
-372
-2% -$20.2K
FIS icon
321
Fidelity National Information Services
FIS
$21.6B
$1.11M 0.03%
7,870
-146
-2% -$20.8K
EPAM icon
322
EPAM Systems
EPAM
$5.12B
$1.11M 0.03%
3,086
-24
-0.8% -$8.01K
RPD icon
323
Rapid7
RPD
$847M
$1.09M 0.03%
12,094
+204
+2% +$14.6K
BKNG icon
324
Booking.com
BKNG
$159B
$1.09M 0.03%
12,225
-1,275
-9% -$98.4K
FTV icon
325
Fortive
FTV
$18.5B
$1.09M 0.03%
20,383
-6,269
-24% -$322K
11 12
13
14 15

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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 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.