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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
HON icon
26
Honeywell
HON
$73.4B
$37M 0.92%
184,651
-5,460
-3% -$992K
VGIT icon
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$35.9M 0.89%
516,915
+2,572
+0.5% +$180K
SPYG icon
28
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$54.9B
$33.5M 0.83%
606,247
-169,206
-22% -$8.89M
IJH icon
29
iShares Core S&P Mid-Cap ETF
IJH
$127B
$33.2M 0.82%
722,305
+8,455
+1% +$356K
GOOG icon
30
Alphabet (Google) Class C
GOOG
$4.21T
$33.1M 0.82%
378,060
-24,480
-6% -$2.07M
SPIB icon
31
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$32.5M 0.8%
872,902
-6,220
-0.7% -$230K
DHR icon
32
Danaher
DHR
$146B
$31.8M 0.79%
161,310
-3,512
-2% -$704K
UNH icon
33
UnitedHealth
UNH
$366B
$30.1M 0.75%
85,764
-1,452
-2% -$487K
PEP icon
34
PepsiCo
PEP
$188B
$29.2M 0.72%
196,846
-7,011
-3% -$997K
COST icon
35
Costco
COST
$418B
$28.9M 0.72%
76,788
-5,863
-7% -$2.19M
NEE icon
36
NextEra Energy
NEE
$178B
$28.7M 0.71%
372,322
-16,430
-4% -$1.23M
META icon
37
Meta Platforms (Facebook)
META
$1.53T
$28.2M 0.7%
103,369
-790
-0.8% -$217K
IUSG icon
38
iShares Core S&P US Growth ETF
IUSG
$33.6B
$28M 0.69%
315,962
-100,632
-24% -$8.47M
DIS icon
39
Walt Disney
DIS
$178B
$27.9M 0.69%
154,252
-6,772
-4% -$972K
ABT icon
40
Abbott
ABT
$190B
$27.7M 0.69%
253,153
-6,319
-2% -$687K
REET icon
41
iShares Global REIT ETF
REET
$5.02B
$27.1M 0.67%
1,132,112
-35,041
-3% -$789K
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$138B
$25.8M 0.64%
218,626
+11,943
+6% +$1.41M
NKE icon
43
Nike
NKE
$60.8B
$25.6M 0.64%
181,226
+3,276
+2% +$434K
SPYV icon
44
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.5B
$25.4M 0.63%
739,830
-131,581
-15% -$4.28M
SCZ icon
45
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$25M 0.62%
365,104
-11,418
-3% -$721K
PYPL icon
46
PayPal
PYPL
$50.4B
$24.6M 0.61%
105,052
+1,302
+1% +$270K
ADBE icon
47
Adobe
ADBE
$105B
$24.4M 0.61%
48,886
+237
+0.5% +$114K
EFV icon
48
iShares MSCI EAFE Value ETF
EFV
$30B
$24.4M 0.6%
516,063
-2,512
-0.5% -$111K
INTC icon
49
Intel
INTC
$490B
$23.6M 0.59%
474,362
-213,559
-31% -$10.4M
TXN icon
50
Texas Instruments
TXN
$255B
$23.6M 0.58%
143,652
+297
+0.2% +$46.2K
1
2
3 4 5

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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.