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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
ITB icon
401
iShares US Home Construction ETF
ITB
$2.4B
$902K 0.02%
13,029
-1,330
-9% -$94.3K
MTD icon
402
Mettler-Toledo International
MTD
$28.8B
$899K 0.02%
649
+85
+15% +$110K
IMTM icon
403
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.28B
$893K 0.02%
23,099
+3,330
+17% +$131K
NUAN
404
DELISTED
Nuance Communications, Inc.
NUAN
$876K 0.02%
16,082
-322
-2% -$17K
TWLO icon
405
Twilio
TWLO
$39.3B
$874K 0.02%
2,217
-310
-12% -$108K
NAVI icon
406
Navient
NAVI
$803M
$873K 0.02%
45,169
-1,824
-4% -$31.3K
SLYG icon
407
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.2B
$868K 0.02%
+9,781
New +$852K
GMED icon
408
Globus Medical
GMED
$11.4B
$867K 0.02%
11,187
+571
+5% +$40.6K
WFC icon
409
Wells Fargo
WFC
$264B
$867K 0.02%
19,150
+1,943
+11% +$86.8K
SPGI icon
410
S&P Global
SPGI
$120B
$864K 0.02%
2,105
-5
-0.2% -$1.92K
OGE icon
411
OGE Energy
OGE
$9.57B
$862K 0.02%
25,609
-5,330
-17% -$180K
EBAY icon
412
eBay
EBAY
$47.2B
$861K 0.02%
12,261
+1,317
+12% +$82.6K
CACI icon
413
CACI
CACI
$14.8B
$857K 0.02%
3,358
-113
-3% -$29.2K
IEF icon
414
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$856K 0.02%
7,411
– –
ATH
415
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$850K 0.02%
12,591
-286
-2% -$17.2K
GBCI icon
416
Glacier Bancorp
GBCI
$6.39B
$839K 0.02%
15,235
-67
-0.4% -$3.92K
BRK.A icon
417
Berkshire Hathaway Class A
BRK.A
$1.11T
$837K 0.02%
2
– –
A icon
418
Agilent Technologies
A
$42.2B
$831K 0.02%
5,621
+639
+13% +$87.2K
DOW icon
419
Dow Inc
DOW
$22.6B
$828K 0.02%
13,081
+2,278
+21% +$150K
MU icon
420
Micron Technology
MU
$981B
$819K 0.02%
9,640
-677
-7% -$57.1K
WCC
421
WESCO International
WCC
$17.8B
$819K 0.02%
7,965
-510
-6% -$50.7K
CINF icon
422
Cincinnati Financial
CINF
$26.6B
$810K 0.02%
6,943
+4,163
+150% +$481K
ACC
423
DELISTED
American Campus Communities, Inc.
ACC
$810K 0.02%
17,343
+54
+0.3% +$2.5K
WY icon
424
Weyerhaeuser
WY
$18B
$808K 0.02%
23,470
+848
+4% +$31.5K
DBO icon
425
Invesco DB Oil Fund
DBO
$393M
$805K 0.02%
62,463
-4,000
-6% -$47K
15 16
17
18 19

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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 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.