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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
VER
301
DELISTED
VEREIT, Inc.
VER
$1.41M 0.03%
36,407
+8,644
+31% +$323K
SCHX icon
302
Schwab US Large- Cap ETF
SCHX
$75B
$1.39M 0.03%
86,874
-1,740
-2% -$27.3K
AMD icon
303
Advanced Micro Devices
AMD
$788B
$1.39M 0.03%
17,663
+4,563
+35% +$393K
EQNR icon
304
Equinor
EQNR
$96.3B
$1.39M 0.03%
71,225
+7,545
+12% +$143K
LEA icon
305
Lear
LEA
$8.16B
$1.38M 0.03%
7,598
-760
-9% -$128K
BNY
306
Bank of New York Mellon
BNY
$110B
$1.37M 0.03%
29,028
-253
-0.9% -$11.1K
GIS icon
307
General Mills
GIS
$20.8B
$1.36M 0.03%
22,231
-1,645
-7% -$94.9K
AN icon
308
AutoNation
AN
$6.89B
$1.35M 0.03%
14,537
+135
+0.9% +$10.8K
KMI icon
309
Kinder Morgan
KMI
$71.5B
$1.35M 0.03%
81,097
+14,425
+22% +$220K
INTU icon
310
Intuit
INTU
$98B
$1.34M 0.03%
3,509
-33
-0.9% -$12.7K
NEM icon
311
Newmont
NEM
$120B
$1.34M 0.03%
22,230
+11,944
+116% +$715K
FAF icon
312
First American
FAF
$7.57B
$1.32M 0.03%
23,348
+2,913
+14% +$159K
YUMC icon
313
Yum China
YUMC
$16.2B
$1.32M 0.03%
22,348
+1,233
+6% +$73.7K
NRG icon
314
NRG Energy
NRG
$25.2B
$1.32M 0.03%
34,889
-82,051
-70% -$3.27M
IJT icon
315
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
$1.31M 0.03%
10,238
+771
+8% +$98K
ENTG icon
316
Entegris
ENTG
$25B
$1.31M 0.03%
11,696
+395
+3% +$40.7K
OTIS icon
317
Otis Worldwide
OTIS
$27.8B
$1.3M 0.03%
19,059
-959
-5% -$62.7K
BURL icon
318
Burlington
BURL
$22.4B
$1.3M 0.03%
4,352
-1,153
-21% -$313K
VOYA icon
319
Voya Financial
VOYA
$9.15B
$1.28M 0.03%
20,192
+1,175
+6% +$70.6K
KWR icon
320
Quaker Houghton
KWR
$2.95B
$1.28M 0.03%
5,255
-173
-3% -$46.2K
BAH icon
321
Booz Allen Hamilton
BAH
$9.43B
$1.28M 0.03%
15,891
-1,828
-10% -$153K
CI icon
322
Cigna
CI
$73.5B
$1.27M 0.03%
5,240
-885
-14% -$197K
VOO icon
323
Vanguard S&P 500 ETF
VOO
$1.04T
$1.27M 0.03%
3,478
+4
+0.1% +$1.42K
SUI icon
324
Sun Communities
SUI
$14.6B
$1.26M 0.03%
8,420
+74
+0.9% +$10.9K
DDOG icon
325
Datadog
DDOG
$90.6B
$1.26M 0.03%
15,082
-25
-0.2% -$2.41K
11 12
13
14 15

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
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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.