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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
RBA icon
351
RB Global
RBA
$16.6B
$1.22M 0.03%
20,656
-32
-0.2% -$1.97K
ELV icon
352
Elevance Health
ELV
$84.7B
$1.19M 0.03%
3,126
+325
+12% +$124K
AGR
353
DELISTED
Avangrid, Inc.
AGR
$1.19M 0.03%
23,196
-74
-0.3% -$3.86K
GNMA icon
354
iShares GNMA Bond ETF
GNMA
$431M
$1.19M 0.03%
23,828
+550
+2% +$27.6K
TMUS icon
355
T-Mobile US
TMUS
$192B
$1.19M 0.03%
8,224
-372
-4% -$51.3K
RPD icon
356
Rapid7
RPD
$894M
$1.19M 0.03%
12,580
+170
+1% +$14.3K
DORM icon
357
Dorman Products
DORM
$3.95B
$1.18M 0.03%
11,340
-6
-0.1% -$615
IWP icon
358
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$1.17M 0.03%
10,344
-786
-7% -$83.9K
GTES icon
359
Gates Industrial Corporation Ltd.
GTES
$7.2B
$1.16M 0.03%
64,348
+12,359
+24% +$216K
GGG icon
360
Graco
GGG
$13.5B
$1.16M 0.03%
15,337
-1,833
-11% -$138K
KEYS icon
361
Keysight
KEYS
$58.7B
$1.15M 0.03%
7,439
+488
+7% +$70.8K
PII icon
362
Polaris
PII
$3.99B
$1.14M 0.03%
8,288
+605
+8% +$82K
XLY icon
363
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$1.13M 0.03%
12,684
-124
-1% -$10.8K
SAP icon
364
SAP
SAP
$242B
$1.11M 0.02%
7,927
+1,907
+32% +$266K
AEP icon
365
American Electric Power
AEP
$67.3B
$1.11M 0.02%
13,131
-548
-4% -$47.2K
LHX icon
366
L3Harris
LHX
$53.3B
$1.1M 0.02%
5,095
-293
-5% -$63K
SYNH
367
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$1.09M 0.02%
12,182
+911
+8% +$77K
DD icon
368
DuPont de Nemours
DD
$19.5B
$1.09M 0.02%
11,177
+2,277
+26% +$229K
TXRH icon
369
Texas Roadhouse
TXRH
$13.8B
$1.08M 0.02%
11,239
+487
+5% +$47.9K
BND icon
370
Vanguard Total Bond Market
BND
$161B
$1.08M 0.02%
12,531
+6,022
+93% +$514K
FANG icon
371
Diamondback Energy
FANG
$56.5B
$1.07M 0.02%
11,441
+2,870
+33% +$236K
OSK icon
372
Oshkosh
OSK
$9.62B
$1.07M 0.02%
8,584
+3
+0% +$379
NTRS icon
373
Northern Trust
NTRS
$34.4B
$1.06M 0.02%
9,175
+45
+0.5% +$5.16K
EXP icon
374
Eagle Materials
EXP
$6.57B
$1.06M 0.02%
7,459
+369
+5% +$53.1K
RS icon
375
Reliance Steel & Aluminium
RS
$21.6B
$1.06M 0.02%
7,009
-58
-0.8% -$9.42K
13 14
15
16 17

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BAM
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ACI
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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.