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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
CSGP icon
376
CoStar Group
CSGP
$12.4B
$795K 0.02%
8,600
-660
-7% -$57.9K
PNFP icon
377
Pinnacle Financial Partners Inc
PNFP
$16.1B
$795K 0.02%
12,345
+499
+4% +$25.7K
NTRS icon
378
Northern Trust
NTRS
$35B
$794K 0.02%
8,523
-610
-7% -$53.8K
VAR
379
DELISTED
Varian Medical Systems, Inc.
VAR
$793K 0.02%
4,532
+1,079
+31% +$187K
ESI icon
380
Element Solutions
ESI
$9.37B
$792K 0.02%
44,695
+17,948
+67% +$248K
VICI icon
381
VICI Properties
VICI
$28.7B
$791K 0.02%
31,019
+3,961
+15% +$98.4K
SAP icon
382
SAP
SAP
$236B
$787K 0.02%
6,037
-3,193
-35% -$412K
DD icon
383
DuPont de Nemours
DD
$19.5B
$755K 0.02%
8,463
+477
+6% +$37.5K
NBIX icon
384
Neurocrine Biosciences
NBIX
$15.9B
$753K 0.02%
7,860
+84
+1% +$8.11K
OSK icon
385
Oshkosh
OSK
$9.61B
$751K 0.02%
8,730
+1,003
+13% +$79.8K
ENOV icon
386
Enovis
ENOV
$1.42B
$749K 0.02%
11,382
+406
+4% +$23.7K
STT icon
387
State Street
STT
$52.2B
$744K 0.02%
10,220
-1,059
-9% -$71.9K
NUAN
388
DELISTED
Nuance Communications, Inc.
NUAN
$744K 0.02%
16,880
-401
-2% -$15.2K
JAZZ icon
389
Jazz Pharmaceuticals
JAZZ
$16.2B
$741K 0.02%
4,492
+219
+5% +$32.6K
DEA
390
Easterly Government Properties
DEA
$1.16B
$736K 0.02%
12,998
-252
-2% -$13.8K
VUG icon
391
Vanguard Morningstar Growth ETF
VUG
$229B
$728K 0.02%
17,232
-324
-2% -$12.9K
ACC
392
DELISTED
American Campus Communities, Inc.
ACC
$728K 0.02%
17,019
-536
-3% -$21.4K
SLAB icon
393
Silicon Laboratories
SLAB
$7.22B
$726K 0.02%
5,702
+551
+11% +$62.1K
CMG icon
394
Chipotle Mexican Grill
CMG
$41.3B
$724K 0.02%
26,100
-550
-2% -$14.4K
GBLI icon
395
Global Indemnity Group
GBLI
$409M
$722K 0.02%
25,238
+238
+1% +$6.06K
CVCO icon
396
Cavco Industries
CVCO
$4.6B
$719K 0.02%
4,097
-4
-0.1% -$742
DUK icon
397
Duke Energy
DUK
$96.3B
$708K 0.02%
7,730
-234
-3% -$21.6K
PLUG icon
398
Plug Power
PLUG
$3.2B
$707K 0.02%
+20,849
New +$472K
DOW icon
399
Dow Inc
DOW
$22.1B
$706K 0.02%
12,729
+831
+7% +$42.9K
GBCI icon
400
Glacier Bancorp
GBCI
$6.4B
$701K 0.02%
15,246
-70
-0.5% -$2.83K
14 15
16
17 18

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SCC
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BAM
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ACI
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ACM
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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.