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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
EPAM icon
326
EPAM Systems
EPAM
$5.24B
$1.25M 0.03%
3,161
+75
+2% +$27.4K
MSM icon
327
MSC Industrial Direct
MSM
$6.77B
$1.25M 0.03%
13,806
+467
+4% +$39.8K
DPZ icon
328
Domino's
DPZ
$11.6B
$1.24M 0.03%
3,364
+379
+13% +$140K
GGG icon
329
Graco
GGG
$13.3B
$1.23M 0.03%
17,170
+91
+0.5% +$6.46K
AZN icon
330
AstraZeneca
AZN
$244B
$1.23M 0.03%
12,326
+5,485
+80% +$551K
ALL icon
331
Allstate
ALL
$65.9B
$1.23M 0.03%
10,666
-2,673
-20% -$295K
RBA icon
332
RB Global
RBA
$16B
$1.21M 0.03%
20,688
+226
+1% +$13.3K
ROCK icon
333
Gibraltar Industries
ROCK
$1.45B
$1.21M 0.03%
13,199
-456
-3% -$41.8K
HSY icon
334
Hershey
HSY
$37.4B
$1.2M 0.03%
7,578
-280
-4% -$42.2K
ASML icon
335
ASML
ASML
$710B
$1.18M 0.03%
1,916
-48
-2% -$26.6K
BJ icon
336
BJs Wholesale Club
BJ
$11.9B
$1.18M 0.03%
26,380
+3,203
+14% +$134K
PNFP icon
337
Pinnacle Financial Partners Inc
PNFP
$16.2B
$1.17M 0.03%
13,244
+899
+7% +$71.1K
GNMA icon
338
iShares GNMA Bond ETF
GNMA
$433M
$1.17M 0.03%
23,278
+11,565
+99% +$586K
ESI icon
339
Element Solutions
ESI
$9.51B
$1.17M 0.03%
63,788
+19,093
+43% +$351K
MOH icon
340
Molina Healthcare
MOH
$10.7B
$1.17M 0.03%
4,990
-66
-1% -$14.7K
DORM icon
341
Dorman Products
DORM
$3.95B
$1.17M 0.03%
11,346
+4
+0% +$399
AEP icon
342
American Electric Power
AEP
$68.3B
$1.16M 0.03%
13,679
-2,353
-15% -$190K
AGR
343
DELISTED
Avangrid, Inc.
AGR
$1.16M 0.03%
23,270
-25,433
-52% -$1.19M
AGO icon
344
Assured Guaranty
AGO
$3.35B
$1.15M 0.03%
27,259
-1,808
-6% -$72.3K
PPG icon
345
PPG Industries
PPG
$25.5B
$1.14M 0.03%
7,603
+56
+0.7% +$8.02K
IWP icon
346
iShares Russell Mid-Cap Growth ETF
IWP
$21.1B
$1.14M 0.03%
11,130
-196
-2% -$20.5K
CHTR icon
347
Charter Communications
CHTR
$18.7B
$1.14M 0.03%
1,840
+36
+2% +$22.5K
BKNG icon
348
Booking.com
BKNG
$160B
$1.12M 0.03%
12,025
-200
-2% -$17.8K
DOCU
349
DocuSign
DOCU
$12.2B
$1.11M 0.03%
5,490
-5,257
-49% -$1.22M
NSC icon
350
Norfolk Southern
NSC
$75.9B
$1.11M 0.03%
4,136
-358
-8% -$90.7K
12 13
14
15 16

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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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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.