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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
TEL icon
376
TE Connectivity
TEL
$63.3B
$1.05M 0.02%
7,781
-121
-2% -$16.2K
ATR icon
377
AptarGroup
ATR
$8.57B
$1.05M 0.02%
7,462
+315
+4% +$46.4K
NSC icon
378
Norfolk Southern
NSC
$75.2B
$1.05M 0.02%
3,961
-175
-4% -$48.3K
PAYX icon
379
Paychex
PAYX
$43.1B
$1.05M 0.02%
9,768
-1,222
-11% -$123K
CME icon
380
CME Group
CME
$93.2B
$1.03M 0.02%
4,844
+74
+2% +$15.6K
NEOG icon
381
Neogen
NEOG
$2.51B
$1.03M 0.02%
22,354
– –
AVGO icon
382
Broadcom
AVGO
$1.98T
$1.03M 0.02%
21,550
-180
-0.8% -$8.34K
ROCK icon
383
Gibraltar Industries
ROCK
$1.48B
$1.02M 0.02%
13,365
+166
+1% +$13.7K
BAX icon
384
Baxter International
BAX
$14.3B
$1.02M 0.02%
12,623
-291
-2% -$24.4K
CIEN icon
385
Ciena
CIEN
$54.9B
$1.01M 0.02%
17,816
-768
-4% -$42.3K
FCX icon
386
Freeport-McMoran
FCX
$96.4B
$1.01M 0.02%
27,275
+3,424
+14% +$133K
J icon
387
Jacobs Solutions
J
$17.3B
$1.01M 0.02%
9,136
-90
-1% -$10.2K
SLAB icon
388
Silicon Laboratories
SLAB
$7.22B
$1M 0.02%
6,545
+384
+6% +$53.7K
BKNG icon
389
Booking.com
BKNG
$160B
$1M 0.02%
11,425
-600
-5% -$56K
ALGN icon
390
Align Technology
ALGN
$12.3B
$995K 0.02%
1,629
+83
+5% +$49.1K
JAZZ icon
391
Jazz Pharmaceuticals
JAZZ
$16.1B
$973K 0.02%
5,479
+546
+11% +$94.6K
SDY icon
392
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$973K 0.02%
7,957
-295
-4% -$36.5K
GD icon
393
General Dynamics
GD
$106B
$960K 0.02%
5,098
+988
+24% +$186K
CVCO icon
394
Cavco Industries
CVCO
$4.57B
$959K 0.02%
4,314
+108
+3% +$23.5K
ENOV icon
395
Enovis
ENOV
$1.42B
$925K 0.02%
11,733
+204
+2% +$15.6K
FTV icon
396
Fortive
FTV
$18.6B
$914K 0.02%
17,386
-1,501
-8% -$80.9K
PXD
397
DELISTED
Pioneer Natural Resource Co.
PXD
$911K 0.02%
5,605
-161
-3% -$25.3K
MANH icon
398
Manhattan Associates
MANH
$11.4B
$910K 0.02%
6,284
+3,518
+127% +$469K
WBA
399
DELISTED
Walgreens Boots Alliance
WBA
$907K 0.02%
17,234
+5,813
+51% +$313K
MAR icon
400
Marriott International
MAR
$91.1B
$906K 0.02%
6,633
-65
-1% -$9.37K
14 15
16
17 18

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IA
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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 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.