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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
MCHP icon
426
Microchip Technology
MCHP
$43.1B
$613K 0.02%
8,870
+116
+1% +$7.22K
GNMA icon
427
iShares GNMA Bond ETF
GNMA
$432M
$597K 0.01%
11,713
+5,375
+85% +$274K
MFA
428
MFA Financial
MFA
$925M
$594K 0.01%
38,154
-480
-1% -$6.47K
WFC icon
429
Wells Fargo
WFC
$269B
$592K 0.01%
19,613
-1,275
-6% -$33K
GD icon
430
General Dynamics
GD
$107B
$591K 0.01%
3,974
-754
-16% -$110K
MTD icon
431
Mettler-Toledo International
MTD
$28.8B
$585K 0.01%
513
+25
+5% +$27.4K
ARNC
432
DELISTED
Arconic Corporation
ARNC
$584K 0.01%
19,612
+792
+4% +$20.8K
A icon
433
Agilent Technologies
A
$41.9B
$582K 0.01%
4,913
-185
-4% -$20.5K
RNG icon
434
RingCentral
RNG
$5.25B
$582K 0.01%
1,535
-142
-8% -$44.2K
IGM icon
435
iShares Expanded Tech Sector ETF
IGM
$10.8B
$581K 0.01%
9,972
– –
COR
436
DELISTED
Coresite Realty Corporation
COR
$578K 0.01%
4,611
-59
-1% -$7.32K
DOC
437
DELISTED
PHYSICIANS REALTY TRUST
DOC
$573K 0.01%
32,187
+1,057
+3% +$18.9K
BFAM icon
438
Bright Horizons
BFAM
$3.76B
$570K 0.01%
3,296
+203
+7% +$33.2K
ICSH icon
439
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$567K 0.01%
11,233
– –
GPN icon
440
Global Payments
GPN
$23.4B
$566K 0.01%
2,629
-267
-9% -$49.8K
ATH
441
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$565K 0.01%
13,090
-694
-5% -$27.5K
PE
442
DELISTED
PARSLEY ENERGY INC
PE
$565K 0.01%
39,793
-509
-1% -$6.06K
DBO icon
443
Invesco DB Oil Fund
DBO
$393M
$560K 0.01%
66,463
-2,093
-3% -$15.8K
HUBB icon
444
Hubbell
HUBB
$27.1B
$560K 0.01%
3,574
+17
+0.5% +$2.61K
KMPR icon
445
Kemper
KMPR
$1.56B
$554K 0.01%
7,209
-501
-6% -$35.6K
ADI icon
446
Analog Devices
ADI
$187B
$547K 0.01%
3,704
-149
-4% -$19.8K
MTN icon
447
Vail Resorts
MTN
$5.29B
$547K 0.01%
1,962
-25
-1% -$6.46K
EMN icon
448
Eastman Chemical
EMN
$8.29B
$544K 0.01%
5,421
+31
+0.6% +$2.88K
HAIN icon
449
Hain Celestial
HAIN
$52.9M
$543K 0.01%
13,532
+254
+2% +$9.24K
TCF
450
DELISTED
TCF Financial Corporation Common Stock
TCF
$542K 0.01%
14,652
+1,506
+11% +$47.9K
16 17
18
19 20

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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.