We are live on ! Find out more
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
LHX icon
351
L3Harris
LHX
$53.7B
$1.09M 0.03%
5,388
-254
-5% -$47.7K
BAX icon
352
Baxter International
BAX
$14B
$1.09M 0.03%
12,914
-1,059
-8% -$84.1K
PAYX icon
353
Paychex
PAYX
$44.6B
$1.08M 0.03%
10,990
-1,573
-13% -$145K
TMUS icon
354
T-Mobile US
TMUS
$197B
$1.08M 0.03%
8,596
+10
+0.1% +$1.26K
RS icon
355
Reliance Steel & Aluminium
RS
$21.7B
$1.08M 0.03%
7,067
+372
+6% +$50K
XLY icon
356
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.5B
$1.08M 0.03%
12,808
-350
-3% -$29.1K
MAN icon
357
ManpowerGroup
MAN
$2.75B
$1.07M 0.03%
+10,774
New +$1.03M
COF icon
358
Capital One
COF
$137B
$1.06M 0.03%
8,369
-13,234
-61% -$1.56M
SUB icon
359
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.03M 0.02%
9,600
+3,602
+60% +$389K
TXRH icon
360
Texas Roadhouse
TXRH
$13.6B
$1.03M 0.02%
10,752
+505
+5% +$44.1K
PII icon
361
Polaris
PII
$3.91B
$1.03M 0.02%
7,683
+932
+14% +$114K
TEL icon
362
TE Connectivity
TEL
$62.2B
$1.02M 0.02%
7,902
-4,527
-36% -$582K
OSK icon
363
Oshkosh
OSK
$9.41B
$1.02M 0.02%
8,581
-149
-2% -$15.4K
CIEN icon
364
Ciena
CIEN
$62.7B
$1.02M 0.02%
18,584
-1,143
-6% -$61.5K
ATR icon
365
AptarGroup
ATR
$8.43B
$1.01M 0.02%
7,147
+633
+10% +$87.3K
AVGO icon
366
Broadcom
AVGO
$1.99T
$1.01M 0.02%
21,730
+660
+3% +$30.5K
ELV icon
367
Elevance Health
ELV
$86.4B
$1M 0.02%
2,801
+237
+9% +$76.2K
FTV icon
368
Fortive
FTV
$18.7B
$1M 0.02%
18,887
-1,496
-7% -$77.4K
OGE icon
369
OGE Energy
OGE
$9.71B
$1M 0.02%
30,939
-4,822
-13% -$152K
KEYS icon
370
Keysight
KEYS
$60.5B
$997K 0.02%
6,951
+71
+1% +$10.1K
NEOG icon
371
Neogen
NEOG
$2.59B
$994K 0.02%
22,354
+5,548
+33% +$233K
MAR icon
372
Marriott International
MAR
$91.9B
$992K 0.02%
6,698
+327
+5% +$44.6K
J icon
373
Jacobs Solutions
J
$16.8B
$986K 0.02%
9,226
-1,339
-13% -$128K
GEN icon
374
Gen Digital
GEN
$17.7B
$985K 0.02%
46,308
-1,982
-4% -$41.6K
CME icon
375
CME Group
CME
$96.1B
$974K 0.02%
4,770
+367
+8% +$72.3K
13 14
15
16 17

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.