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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
CAH icon
351
Cardinal Health
CAH
$54.5B
$942K 0.02%
17,588
+5,745
+49% +$298K
POWI icon
352
Power Integrations
POWI
$3.57B
$931K 0.02%
11,368
-287
-2% -$19.5K
AVGO icon
353
Broadcom
AVGO
$1.98T
$923K 0.02%
21,070
-1,100
-5% -$42.9K
SO icon
354
Southern Company
SO
$106B
$917K 0.02%
14,934
-550
-4% -$33.1K
AGO icon
355
Assured Guaranty
AGO
$3.29B
$915K 0.02%
29,067
+1,598
+6% +$46.9K
KMI icon
356
Kinder Morgan
KMI
$70.7B
$911K 0.02%
66,672
+8,888
+15% +$119K
KEYS icon
357
Keysight
KEYS
$60.6B
$909K 0.02%
6,880
+402
+6% +$46.3K
TWLO icon
358
Twilio
TWLO
$37.9B
$902K 0.02%
2,664
+4
+0.2% +$1.25K
RDN icon
359
Radian Group
RDN
$4.87B
$894K 0.02%
44,156
-6,772
-13% -$127K
ATR icon
360
AptarGroup
ATR
$8.47B
$892K 0.02%
6,514
-28
-0.4% -$3.48K
INGR icon
361
Ingredion
INGR
$6.54B
$888K 0.02%
11,285
+3,478
+45% +$268K
BJ icon
362
BJs Wholesale Club
BJ
$11.8B
$864K 0.02%
23,177
-232
-1% -$9.27K
ETN icon
363
Eaton
ETN
$179B
$856K 0.02%
7,123
-4,883
-41% -$552K
SDY icon
364
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$852K 0.02%
8,046
+316
+4% +$32K
MAR icon
365
Marriott International
MAR
$92.5B
$840K 0.02%
6,371
– –
SCHF icon
366
Schwab International Equity ETF
SCHF
$69.1B
$840K 0.02%
46,642
-350
-0.7% -$5.9K
ELV icon
367
Elevance Health
ELV
$86.6B
$823K 0.02%
2,564
-96
-4% -$29.5K
ITB icon
368
iShares US Home Construction ETF
ITB
$2.34B
$812K 0.02%
14,553
-202
-1% -$11.4K
ES icon
369
Eversource Energy
ES
$26.9B
$809K 0.02%
9,346
+4,202
+82% +$374K
ALGN icon
370
Align Technology
ALGN
$12.4B
$806K 0.02%
1,508
-55
-4% -$24.7K
IEF icon
371
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$804K 0.02%
6,705
+400
+6% +$48.1K
CME icon
372
CME Group
CME
$94.3B
$802K 0.02%
+4,403
New +$749K
RS icon
373
Reliance Steel & Aluminium
RS
$21.8B
$802K 0.02%
6,695
+440
+7% +$50.9K
HZNP
374
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$802K 0.02%
10,959
+4,077
+59% +$303K
TXRH icon
375
Texas Roadhouse
TXRH
$14.1B
$801K 0.02%
10,247
-3
-0% -$223
13 14
15
16 17

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SCC
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BAM
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ACI
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ACM
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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.