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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
DDOG icon
301
Datadog
DDOG
$88.6B
$1.57M 0.04%
15,082
– –
PB icon
302
Prosperity Bancshares
PB
$8.85B
$1.57M 0.04%
21,818
+99
+0.5% +$7.4K
SPEM icon
303
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$1.56M 0.04%
34,362
-36,205
-51% -$1.62M
AMD icon
304
Advanced Micro Devices
AMD
$774B
$1.54M 0.03%
16,402
-1,261
-7% -$102K
IR icon
305
Ingersoll Rand
IR
$33B
$1.53M 0.03%
31,398
+597
+2% +$29.3K
CAH icon
306
Cardinal Health
CAH
$56.3B
$1.53M 0.03%
26,841
+227
+0.9% +$13.3K
SCHX icon
307
Schwab US Large- Cap ETF
SCHX
$74.3B
$1.53M 0.03%
88,254
+1,380
+2% +$23.3K
SYK icon
308
Stryker
SYK
$134B
$1.53M 0.03%
5,882
-35
-0.6% -$8.95K
EQNR icon
309
Equinor
EQNR
$97.2B
$1.52M 0.03%
71,510
+285
+0.4% +$6K
DOCU
310
DocuSign
DOCU
$11.3B
$1.51M 0.03%
5,420
-70
-1% -$15.7K
KMI icon
311
Kinder Morgan
KMI
$70.1B
$1.5M 0.03%
82,290
+1,193
+1% +$21.3K
ENTG icon
312
Entegris
ENTG
$23B
$1.5M 0.03%
12,158
+462
+4% +$53.1K
ED icon
313
Consolidated Edison
ED
$39.8B
$1.49M 0.03%
20,818
-1,512
-7% -$116K
TKR icon
314
Timken Company
TKR
$8.91B
$1.49M 0.03%
18,497
-101
-0.5% -$8.55K
BNY
315
Bank of New York Mellon
BNY
$109B
$1.48M 0.03%
28,938
-90
-0.3% -$4.5K
VOYA icon
316
Voya Financial
VOYA
$8.9B
$1.48M 0.03%
24,041
+3,849
+19% +$253K
DFAC icon
317
Dimensional US Core Equity 2 ETF
DFAC
$49.5B
$1.48M 0.03%
+54,690
New +$1.45M
YUMC icon
318
Yum China
YUMC
$16.3B
$1.48M 0.03%
22,267
-81
-0.4% -$5.17K
PHG icon
319
Philips
PHG
$26.4B
$1.45M 0.03%
35,304
-508
-1% -$23.5K
FAF icon
320
First American
FAF
$7.32B
$1.45M 0.03%
23,215
-133
-0.6% -$8.46K
SUI icon
321
Sun Communities
SUI
$14.5B
$1.44M 0.03%
8,423
+3
+0% +$497
IJT icon
322
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.38B
$1.41M 0.03%
10,638
+400
+4% +$52.1K
FIVE icon
323
Five Below
FIVE
$13B
$1.39M 0.03%
7,210
-296
-4% -$56.5K
OTIS icon
324
Otis Worldwide
OTIS
$27.8B
$1.37M 0.03%
16,748
-2,311
-12% -$178K
AN icon
325
AutoNation
AN
$6.89B
$1.37M 0.03%
14,425
-112
-0.8% -$11K
11 12
13
14 15

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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.