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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
QVCGA
426
DELISTED
QVC Group Inc Series A
QVCGA
$803K 0.02%
1,227
+102
+9% +$65.5K
HXL icon
427
Hexcel
HXL
$7.6B
$801K 0.02%
12,840
+943
+8% +$54.4K
NBIX icon
428
Neurocrine Biosciences
NBIX
$16.5B
$798K 0.02%
8,201
+254
+3% +$24.3K
VTV icon
429
Vanguard Morningstar Value ETF
VTV
$192B
$796K 0.02%
5,791
-131
-2% -$18K
STT icon
430
State Street
STT
$51.4B
$793K 0.02%
9,642
-239
-2% -$20.2K
MZTI
431
The Marzetti Company
MZTI
$3.15B
$791K 0.02%
4,088
+188
+5% +$35.3K
CMG icon
432
Chipotle Mexican Grill
CMG
$40.5B
$786K 0.02%
25,350
+200
+0.8% +$5.71K
SCHF icon
433
Schwab International Equity ETF
SCHF
$68.5B
$785K 0.02%
39,818
-1,782
-4% -$35.2K
MSI icon
434
Motorola Solutions
MSI
$77.3B
$782K 0.02%
3,604
+826
+30% +$165K
MCHI icon
435
iShares MSCI China ETF
MCHI
$6.27B
$778K 0.02%
9,437
-1,528
-14% -$124K
SNN icon
436
Smith & Nephew
SNN
$12.6B
$777K 0.02%
17,892
-85
-0.5% -$3.58K
IFF icon
437
International Flavors & Fragrances
IFF
$21.7B
$776K 0.02%
5,195
+79
+2% +$11.3K
BWZ icon
438
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
$754K 0.02%
23,756
-25,117
-51% -$807K
FSS icon
439
Federal Signal
FSS
$7.86B
$751K 0.02%
18,665
+1,326
+8% +$54.5K
HPP
440
Hudson Pacific Properties
HPP
$724M
$748K 0.02%
3,844
+1,285
+50% +$254K
AROW icon
441
Arrow Financial
AROW
$721M
$745K 0.02%
22,657
– –
VRSN icon
442
VeriSign
VRSN
$26B
$742K 0.02%
3,259
+157
+5% +$34.2K
DUK icon
443
Duke Energy
DUK
$96.1B
$732K 0.02%
7,417
-180
-2% -$18.1K
ITUB icon
444
Itaú Unibanco
ITUB
$82.7B
$730K 0.02%
166,971
+6,350
+4% +$25.6K
BR icon
445
Broadridge
BR
$19.5B
$725K 0.02%
4,488
+1,051
+31% +$168K
SO icon
446
Southern Company
SO
$106B
$725K 0.02%
11,984
-1,020
-8% -$65.2K
TSCO icon
447
Tractor Supply
TSCO
$18.4B
$724K 0.02%
19,465
+640
+3% +$23.5K
WBS icon
448
Webster Financial
WBS
$12.8B
$719K 0.02%
13,486
-342
-2% -$19K
IDA icon
449
Idacorp
IDA
$8.11B
$717K 0.02%
7,351
+745
+11% +$74.7K
DEA
450
Easterly Government Properties
DEA
$1.14B
$714K 0.02%
13,557
-165
-1% -$8.72K
16 17
18
19 20

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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.