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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
BFAM icon
451
Bright Horizons
BFAM
$3.85B
$625K 0.01%
3,643
+347
+11% +$57.2K
ADM icon
452
Archer Daniels Midland
ADM
$38.6B
$624K 0.01%
10,946
+949
+9% +$52.1K
PFGC icon
453
Performance Food Group
PFGC
$16.4B
$622K 0.01%
10,802
+3,871
+56% +$204K
FMS icon
454
Fresenius Medical Care
FMS
$12.6B
$617K 0.01%
+16,741
New +$633K
VRSN icon
455
VeriSign
VRSN
$26B
$617K 0.01%
3,102
+1,045
+51% +$205K
DOC
456
DELISTED
PHYSICIANS REALTY TRUST
DOC
$614K 0.01%
34,753
+2,566
+8% +$45.5K
DVA icon
457
DaVita
DVA
$11.4B
$610K 0.01%
5,657
+245
+5% +$27.2K
POWI icon
458
Power Integrations
POWI
$3.48B
$610K 0.01%
7,489
-3,879
-34% -$338K
ATVI
459
DELISTED
Activision Blizzard
ATVI
$608K 0.01%
6,534
+990
+18% +$93.1K
CSGP icon
460
CoStar Group
CSGP
$13.4B
$607K 0.01%
7,390
-1,210
-14% -$104K
SNPS icon
461
Synopsys
SNPS
$78.8B
$606K 0.01%
2,447
-1,558
-39% -$396K
IGM icon
462
iShares Expanded Tech Sector ETF
IGM
$10.9B
$600K 0.01%
9,972
– –
KR icon
463
Kroger
KR
$35.1B
$599K 0.01%
16,643
+938
+6% +$32K
SAN icon
464
Banco Santander
SAN
$211B
$599K 0.01%
+174,663
New +$592K
HAIN icon
465
Hain Celestial
HAIN
$53.9M
$598K 0.01%
13,710
+178
+1% +$7.56K
KMPR icon
466
Kemper
KMPR
$1.59B
$596K 0.01%
7,479
+270
+4% +$20.8K
MFA
467
MFA Financial
MFA
$931M
$590K 0.01%
36,231
-1,923
-5% -$30.6K
TYL icon
468
Tyler Technologies
TYL
$13.5B
$588K 0.01%
1,385
-798
-37% -$345K
MCHP icon
469
Microchip Technology
MCHP
$42.2B
$586K 0.01%
7,546
-1,324
-15% -$98.7K
MTN icon
470
Vail Resorts
MTN
$5.18B
$586K 0.01%
2,010
+48
+2% +$14K
MPC icon
471
Marathon Petroleum
MPC
$100B
$583K 0.01%
10,890
+494
+5% +$25K
EMN icon
472
Eastman Chemical
EMN
$8.43B
$580K 0.01%
5,270
-151
-3% -$16.4K
ITUB icon
473
Itaú Unibanco
ITUB
$80.9B
$580K 0.01%
+160,621
New +$607K
AAXJ icon
474
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.85B
$578K 0.01%
6,243
+860
+16% +$82.4K
ANSS
475
DELISTED
Ansys
ANSS
$574K 0.01%
1,689
-233
-12% -$82.8K
17 18
19
20 21

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BAM
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ACI
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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.