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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
HXL icon
451
Hexcel
HXL
$7.74B
$537K 0.01%
11,073
+570
+5% +$24.8K
NOW icon
452
ServiceNow
NOW
$129B
$534K 0.01%
4,855
-310
-6% -$32.2K
BR icon
453
Broadridge
BR
$19.3B
$532K 0.01%
3,474
-8
-0.2% -$1.16K
SYNH
454
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$529K 0.01%
7,770
+2,528
+48% +$158K
FSS icon
455
Federal Signal
FSS
$7.71B
$524K 0.01%
15,794
+601
+4% +$19K
IDA icon
456
Idacorp
IDA
$8.21B
$518K 0.01%
5,390
+617
+13% +$56.2K
CRI icon
457
Carter's
CRI
$1.43B
$517K 0.01%
5,497
-225
-4% -$19.8K
PTON icon
458
Peloton Interactive
PTON
$2.38B
$516K 0.01%
3,401
+41
+1% +$4.99K
ATVI
459
DELISTED
Activision Blizzard
ATVI
$515K 0.01%
5,544
+149
+3% +$12.1K
APH icon
460
Amphenol
APH
$210B
$513K 0.01%
15,680
+5,292
+51% +$163K
DXCM icon
461
DexCom
DXCM
$34.3B
$512K 0.01%
5,544
-560
-9% -$50K
OKTA icon
462
Okta
OKTA
$25.6B
$509K 0.01%
2,001
+73
+4% +$17.4K
ADM icon
463
Archer Daniels Midland
ADM
$38.4B
$504K 0.01%
9,997
+151
+2% +$7.46K
KRA
464
DELISTED
Kraton Corporation
KRA
$501K 0.01%
18,030
– –
KR icon
465
Kroger
KR
$34.3B
$499K 0.01%
15,705
-5,987
-28% -$194K
LEN icon
466
Lennar Class A
LEN
$20.5B
$498K 0.01%
6,748
-282
-4% -$21.1K
ULTA icon
467
Ulta Beauty
ULTA
$22.9B
$494K 0.01%
1,721
+594
+53% +$150K
KNSL icon
468
Kinsale Capital Group
KNSL
$8.51B
$493K 0.01%
2,464
+83
+3% +$18.2K
CERN
469
DELISTED
Cerner Corp
CERN
$491K 0.01%
6,251
-312
-5% -$23.1K
ENV
470
DELISTED
ENVESTNET, INC.
ENV
$489K 0.01%
5,944
+92
+2% +$7.41K
AAXJ icon
471
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$482K 0.01%
5,383
+268
+5% +$22.4K
EBAY icon
472
eBay
EBAY
$45.5B
$479K 0.01%
9,525
-698
-7% -$35.6K
MKC icon
473
McCormick & Company Non-Voting
MKC
$14.2B
$476K 0.01%
4,984
-218
-4% -$20.6K
SNDR icon
474
Schneider National
SNDR
$6.27B
$476K 0.01%
22,977
-170
-0.7% -$3.8K
RSG icon
475
Republic Services
RSG
$65.6B
$473K 0.01%
4,913
-261
-5% -$24.8K
17 18
19
20 21

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SCC
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BAM
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ACI
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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.