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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
ITB icon
376
iShares US Home Construction ETF
ITB
$2.37B
$974K 0.02%
14,359
-194
-1% -$12K
SDY icon
377
State Street SPDR S&P Dividend ETF
SDY
$22.2B
$974K 0.02%
8,252
+206
+3% +$23.1K
KHC icon
378
Kraft Heinz
KHC
$30.1B
$972K 0.02%
24,310
+13,692
+129% +$493K
VMBS icon
379
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.7B
$972K 0.02%
18,215
+12,911
+243% +$695K
VAR
380
DELISTED
Varian Medical Systems, Inc.
VAR
$966K 0.02%
5,473
+941
+21% +$166K
NTRS icon
381
Northern Trust
NTRS
$34.8B
$960K 0.02%
9,130
+607
+7% +$59.6K
EXP icon
382
Eagle Materials
EXP
$6.41B
$953K 0.02%
7,090
+463
+7% +$56.1K
CVCO icon
383
Cavco Industries
CVCO
$4.67B
$949K 0.02%
4,206
+109
+3% +$22.7K
RPD icon
384
Rapid7
RPD
$929M
$926K 0.02%
12,410
+316
+3% +$26.3K
PXD
385
DELISTED
Pioneer Natural Resource Co.
PXD
$916K 0.02%
+5,766
New +$819K
MU icon
386
Micron Technology
MU
$1.07T
$910K 0.02%
10,317
-9,370
-48% -$795K
MCHI icon
387
iShares MSCI China ETF
MCHI
$6.14B
$896K 0.02%
10,965
-115,852
-91% -$10.2M
ESML icon
388
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.96B
$875K 0.02%
+22,703
New +$855K
GBCI icon
389
Glacier Bancorp
GBCI
$6.48B
$873K 0.02%
15,302
+56
+0.4% +$3.02K
ENOV icon
390
Enovis
ENOV
$1.48B
$869K 0.02%
11,529
+147
+1% +$10.8K
SLAB icon
391
Silicon Laboratories
SLAB
$7.28B
$869K 0.02%
6,161
+459
+8% +$65.8K
DD icon
392
DuPont de Nemours
DD
$19.5B
$863K 0.02%
8,900
+437
+5% +$41.9K
TWLO icon
393
Twilio
TWLO
$38.3B
$861K 0.02%
2,527
-137
-5% -$51.3K
CACI icon
394
CACI
CACI
$14.8B
$856K 0.02%
3,471
-4,383
-56% -$1.05M
SYNH
395
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$855K 0.02%
11,271
+3,501
+45% +$264K
DHI icon
396
D.R. Horton
DHI
$41.9B
$838K 0.02%
9,402
-625
-6% -$48.9K
ALGN icon
397
Align Technology
ALGN
$12.5B
$837K 0.02%
1,546
+38
+3% +$21K
IEF icon
398
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$837K 0.02%
7,411
+706
+11% +$82.3K
GTES icon
399
Gates Industrial Corporation Ltd.
GTES
$7B
$831K 0.02%
51,989
+39,590
+319% +$612K
STT icon
400
State Street
STT
$52.2B
$830K 0.02%
9,881
-339
-3% -$26.3K
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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PP
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MXM
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OSIA
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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.