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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
JAZZ icon
401
Jazz Pharmaceuticals
JAZZ
$16B
$811K 0.02%
4,933
+441
+10% +$72.6K
SO icon
402
Southern Company
SO
$107B
$808K 0.02%
13,004
-1,930
-13% -$116K
WY icon
403
Weyerhaeuser
WY
$17.9B
$805K 0.02%
22,622
-17,471
-44% -$595K
FCX icon
404
Freeport-McMoran
FCX
$93.6B
$785K 0.02%
23,851
-2,812
-11% -$91.2K
SCHF icon
405
Schwab International Equity ETF
SCHF
$69.3B
$783K 0.02%
41,600
-5,042
-11% -$94K
VTV icon
406
Vanguard Morningstar Value ETF
VTV
$194B
$778K 0.02%
5,922
+643
+12% +$80.6K
NBIX icon
407
Neurocrine Biosciences
NBIX
$15.3B
$773K 0.02%
7,947
+87
+1% +$9.12K
BRK.A icon
408
Berkshire Hathaway Class A
BRK.A
$1.09T
$771K 0.02%
2
– –
TCF
409
DELISTED
TCF Financial Corporation Common Stock
TCF
$763K 0.02%
16,420
+1,768
+12% +$78.2K
WBS icon
410
Webster Financial
WBS
$12.8B
$762K 0.02%
13,828
-1,369
-9% -$72.9K
GBLI icon
411
Global Indemnity Group
GBLI
$413M
$755K 0.02%
25,461
+223
+0.9% +$6.37K
GD icon
412
General Dynamics
GD
$106B
$746K 0.02%
4,110
+136
+3% +$22.2K
ACC
413
DELISTED
American Campus Communities, Inc.
ACC
$746K 0.02%
17,289
+270
+2% +$11.5K
SPGI icon
414
S&P Global
SPGI
$125B
$745K 0.02%
2,110
+710
+51% +$236K
IMTM icon
415
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.33B
$743K 0.02%
19,769
+14,151
+252% +$540K
SAP icon
416
SAP
SAP
$242B
$739K 0.02%
6,020
-17
-0.3% -$2.15K
DUK icon
417
Duke Energy
DUK
$97.1B
$733K 0.02%
7,597
-133
-2% -$12.1K
WCC
418
WESCO International
WCC
$17.5B
$733K 0.02%
8,475
-21
-0.2% -$1.77K
VUG icon
419
Vanguard Morningstar Growth ETF
VUG
$231B
$723K 0.02%
16,884
-348
-2% -$14.9K
NUAN
420
DELISTED
Nuance Communications, Inc.
NUAN
$716K 0.02%
16,404
-476
-3% -$21.9K
CMG icon
421
Chipotle Mexican Grill
CMG
$41.3B
$715K 0.02%
25,150
-950
-4% -$27.5K
IFF icon
422
International Flavors & Fragrances
IFF
$21.4B
$714K 0.02%
+5,116
New +$662K
OLED icon
423
Universal Display
OLED
$4.18B
$713K 0.02%
3,013
+5
+0.2% +$1.16K
DEA
424
Easterly Government Properties
DEA
$1.18B
$711K 0.02%
13,722
+724
+6% +$39.9K
HUBB icon
425
Hubbell
HUBB
$26.8B
$706K 0.02%
3,775
+201
+6% +$34.8K
15 16
17
18 19

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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 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.