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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
PPG icon
326
PPG Industries
PPG
$25.6B
$1.09M 0.03%
7,547
-459
-6% -$63.9K
ENTG icon
327
Entegris
ENTG
$24.6B
$1.09M 0.03%
11,301
-245
-2% -$21.4K
IJT icon
328
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.43B
$1.08M 0.03%
9,467
+1,353
+17% +$138K
MOH icon
329
Molina Healthcare
MOH
$10.7B
$1.07M 0.03%
5,056
-523
-9% -$108K
NSC icon
330
Norfolk Southern
NSC
$75.4B
$1.07M 0.03%
4,494
-146
-3% -$33.2K
LHX icon
331
L3Harris
LHX
$54.1B
$1.07M 0.03%
5,642
-444
-7% -$81.2K
XLY icon
332
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$1.06M 0.03%
13,158
-86
-0.6% -$6.63K
FAF icon
333
First American
FAF
$7.45B
$1.05M 0.03%
20,435
+11,099
+119% +$557K
ESGU icon
334
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$1.05M 0.03%
12,224
-202
-2% -$16.4K
VER
335
DELISTED
VEREIT, Inc.
VER
$1.05M 0.03%
27,763
-1,414
-5% -$50.2K
EQNR icon
336
Equinor
EQNR
$97.2B
$1.05M 0.03%
63,680
-17,364
-21% -$263K
CIEN icon
337
Ciena
CIEN
$61.2B
$1.04M 0.03%
19,727
+1,048
+6% +$46.6K
SNPS icon
338
Synopsys
SNPS
$78.8B
$1.04M 0.03%
4,005
-3,418
-46% -$788K
TAP icon
339
Molson Coors Class B
TAP
$7.78B
$1.04M 0.03%
22,929
-1,380
-6% -$56.9K
SBNY
340
DELISTED
Signature Bank
SBNY
$1.01M 0.03%
7,492
+58
+0.8% +$6.06K
AN icon
341
AutoNation
AN
$6.9B
$1M 0.02%
14,402
+213
+2% +$13.4K
GEN icon
342
Gen Digital
GEN
$17.1B
$1M 0.02%
48,290
-3,511
-7% -$70.9K
VTRS icon
343
Viatris
VTRS
$18.6B
$1M 0.02%
+53,423
New +$871K
ATCO
344
DELISTED
Atlas Corp.
ATCO
$987K 0.02%
91,024
-16,134
-15% -$166K
DORM icon
345
Dorman Products
DORM
$3.99B
$985K 0.02%
11,342
-441
-4% -$40.9K
ROCK icon
346
Gibraltar Industries
ROCK
$1.47B
$982K 0.02%
13,655
+414
+3% +$27.6K
ASML icon
347
ASML
ASML
$697B
$958K 0.02%
1,964
-187
-9% -$78.7K
TYL icon
348
Tyler Technologies
TYL
$13B
$953K 0.02%
2,183
-822
-27% -$339K
J icon
349
Jacobs Solutions
J
$17B
$952K 0.02%
10,565
-313
-3% -$26.5K
POOL icon
350
Pool Corp
POOL
$7.23B
$950K 0.02%
2,550
-234
-8% -$81.6K
12 13
14
15 16

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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.