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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
ANSS
401
DELISTED
Ansys
ANSS
$699K 0.02%
1,922
-166
-8% -$55.6K
BRK.A icon
402
Berkshire Hathaway Class A
BRK.A
$1.09T
$696K 0.02%
2
– –
FCX icon
403
Freeport-McMoran
FCX
$96.9B
$694K 0.02%
26,663
+12,783
+92% +$266K
DHI icon
404
D.R. Horton
DHI
$40.8B
$691K 0.02%
10,027
-78
-0.8% -$5.69K
OLED icon
405
Universal Display
OLED
$4.23B
$691K 0.02%
3,008
+8
+0.3% +$1.71K
AZN icon
406
AstraZeneca
AZN
$246B
$684K 0.02%
6,841
-2,559
-27% -$271K
CHE icon
407
Chemed
CHE
$7.07B
$682K 0.02%
1,281
-17
-1% -$8.35K
SNY icon
408
Sanofi
SNY
$105B
$681K 0.02%
14,022
-3,636
-21% -$179K
EXP icon
409
Eagle Materials
EXP
$6.47B
$672K 0.02%
6,627
+171
+3% +$15.9K
MZTI
410
The Marzetti Company
MZTI
$3.18B
$672K 0.02%
3,657
+236
+7% +$41.1K
WCC
411
WESCO International
WCC
$17.8B
$667K 0.02%
8,496
-79
-0.9% -$4.68K
NEOG icon
412
Neogen
NEOG
$2.5B
$666K 0.02%
16,806
-7,596
-31% -$282K
GBDC icon
413
Golub Capital BDC
GBDC
$3.4B
$654K 0.02%
46,275
+20
+0% +$273
SUB icon
414
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$648K 0.02%
5,998
+766
+15% +$82.7K
GMED icon
415
Globus Medical
GMED
$11.5B
$645K 0.02%
9,890
+243
+3% +$14K
PII icon
416
Polaris
PII
$3.9B
$643K 0.02%
6,751
-32
-0.5% -$3.06K
WBS icon
417
Webster Financial
WBS
$12.8B
$641K 0.02%
15,197
-1,508
-9% -$54.4K
DVA icon
418
DaVita
DVA
$11.6B
$635K 0.02%
5,412
-95
-2% -$9.68K
SNN icon
419
Smith & Nephew
SNN
$12.5B
$629K 0.02%
14,905
-4,198
-22% -$166K
VTV icon
420
Vanguard Morningstar Value ETF
VTV
$193B
$628K 0.02%
5,279
-37
-0.7% -$4.16K
XLV icon
421
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$624K 0.02%
5,498
-62
-1% -$6.77K
POR icon
422
Portland General Electric
POR
$5.74B
$622K 0.02%
14,535
-50
-0.3% -$2.04K
EFX icon
423
Equifax
EFX
$21.2B
$621K 0.02%
3,221
+1
+0% +$168
AROW icon
424
Arrow Financial
AROW
$725M
$620K 0.02%
22,657
-1
-0% -$27
NEM icon
425
Newmont
NEM
$124B
$616K 0.02%
10,286
+179
+2% +$11K
15 16
17
18 19

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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.