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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
POR icon
426
Portland General Electric
POR
$5.92B
$702K 0.02%
14,794
+259
+2% +$11.3K
DBO icon
427
Invesco DB Oil Fund
DBO
$387M
$699K 0.02%
66,463
– –
AROW icon
428
Arrow Financial
AROW
$723M
$691K 0.02%
22,657
– –
DOW icon
429
Dow Inc
DOW
$21.9B
$691K 0.02%
10,803
-1,926
-15% -$115K
MZTI
430
The Marzetti Company
MZTI
$3.22B
$684K 0.02%
3,900
+243
+7% +$43.6K
SNN icon
431
Smith & Nephew
SNN
$12.6B
$681K 0.02%
17,977
+3,072
+21% +$127K
LEN icon
432
Lennar Class A
LEN
$21.1B
$673K 0.02%
6,873
+125
+2% +$10.5K
NAVI icon
433
Navient
NAVI
$867M
$672K 0.02%
46,993
+1,486
+3% +$18.3K
WFC icon
434
Wells Fargo
WFC
$266B
$672K 0.02%
17,207
-2,406
-12% -$85.2K
EBAY icon
435
eBay
EBAY
$46.5B
$670K 0.02%
10,944
+1,419
+15% +$82.3K
TSCO icon
436
Tractor Supply
TSCO
$18.8B
$667K 0.02%
18,825
-51,005
-73% -$1.63M
HXL icon
437
Hexcel
HXL
$7.74B
$666K 0.02%
11,897
+824
+7% +$43.4K
ES icon
438
Eversource Energy
ES
$27.2B
$665K 0.02%
7,685
-1,661
-18% -$141K
FSS icon
439
Federal Signal
FSS
$7.51B
$664K 0.02%
17,339
+1,545
+10% +$55.9K
QVCGA
440
DELISTED
QVC Group Inc Series A
QVCGA
$661K 0.02%
1,125
+814
+262% +$502K
IDA icon
441
Idacorp
IDA
$8.16B
$660K 0.02%
6,606
+1,216
+23% +$111K
GMED icon
442
Globus Medical
GMED
$11.5B
$655K 0.02%
10,616
+726
+7% +$46K
ETN icon
443
Eaton
ETN
$176B
$654K 0.02%
4,730
-2,393
-34% -$308K
MTD icon
444
Mettler-Toledo International
MTD
$28.7B
$652K 0.02%
564
+51
+10% +$59.1K
ATH
445
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$649K 0.02%
12,877
-213
-2% -$9.89K
DKNG icon
446
DraftKings
DKNG
$12.6B
$635K 0.02%
10,359
+1,289
+14% +$77.4K
A icon
447
Agilent Technologies
A
$42.2B
$633K 0.02%
4,982
+69
+1% +$8.53K
FANG icon
448
Diamondback Energy
FANG
$55.9B
$630K 0.02%
+8,571
New +$587K
XLV icon
449
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$630K 0.02%
5,398
-100
-2% -$11.5K
WBA
450
DELISTED
Walgreens Boots Alliance
WBA
$627K 0.02%
11,421
+218
+2% +$10.8K
16 17
18
19 20

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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.