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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
AAXJ icon
451
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.77B
$710K 0.02%
7,518
+1,275
+20% +$119K
VUG icon
452
Vanguard Morningstar Growth ETF
VUG
$228B
$704K 0.02%
14,718
-2,166
-13% -$98.4K
FMS icon
453
Fresenius Medical Care
FMS
$12.7B
$699K 0.02%
16,817
+76
+0.5% +$3.04K
ETN icon
454
Eaton
ETN
$178B
$693K 0.02%
4,678
-52
-1% -$7.49K
SAN icon
455
Banco Santander
SAN
$210B
$691K 0.02%
176,715
+2,052
+1% +$7.96K
NRG icon
456
NRG Energy
NRG
$25.2B
$684K 0.02%
16,978
-17,911
-51% -$649K
DOC
457
DELISTED
PHYSICIANS REALTY TRUST
DOC
$684K 0.02%
37,018
+2,265
+7% +$42.1K
XLV icon
458
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$680K 0.02%
5,398
– –
POR icon
459
Portland General Electric
POR
$5.69B
$678K 0.02%
14,724
-70
-0.5% -$3.44K
ADM icon
460
Archer Daniels Midland
ADM
$38.8B
$673K 0.02%
11,112
+166
+2% +$10.5K
IGM icon
461
iShares Expanded Tech Sector ETF
IGM
$10.7B
$671K 0.02%
9,972
– –
OLED icon
462
Universal Display
OLED
$4.32B
$670K 0.02%
3,013
– –
ARNC
463
DELISTED
Arconic Corporation
ARNC
$670K 0.02%
18,806
-773
-4% -$25.5K
PCTY icon
464
Paylocity
PCTY
$7.7B
$656K 0.01%
3,439
+287
+9% +$51.6K
ATVI
465
DELISTED
Activision Blizzard
ATVI
$656K 0.01%
6,869
+335
+5% +$31.7K
COR
466
DELISTED
Coresite Realty Corporation
COR
$653K 0.01%
4,854
+142
+3% +$17.7K
MTN icon
467
Vail Resorts
MTN
$5.26B
$651K 0.01%
2,058
+48
+2% +$15.3K
RHI icon
468
Robert Half
RHI
$4.31B
$648K 0.01%
7,281
+1,859
+34% +$162K
MPC icon
469
Marathon Petroleum
MPC
$94.5B
$644K 0.01%
10,652
-238
-2% -$14K
KR icon
470
Kroger
KR
$34.5B
$643K 0.01%
16,795
+152
+0.9% +$5.72K
HUBB icon
471
Hubbell
HUBB
$27.5B
$639K 0.01%
3,421
-354
-9% -$66.9K
DVA icon
472
DaVita
DVA
$11.4B
$631K 0.01%
5,243
-414
-7% -$49K
SNPS icon
473
Synopsys
SNPS
$78.7B
$629K 0.01%
2,282
-165
-7% -$41.9K
AUB icon
474
Atlantic Union Bankshares
AUB
$6.02B
$624K 0.01%
17,225
+4,233
+33% +$166K
ULTA icon
475
Ulta Beauty
ULTA
$23.3B
$622K 0.01%
1,800
+60
+3% +$19.7K
17 18
19
20 21

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BAM
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ACI
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ACM
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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.