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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
V icon
26
Visa
V
$680B
$35.7M 0.85%
168,714
-3,807
-2% -$801K
GOOG icon
27
Alphabet (Google) Class C
GOOG
$4.28T
$35.5M 0.85%
343,480
-34,580
-9% -$3.43M
HON icon
28
Honeywell
HON
$74.3B
$34.8M 0.83%
170,043
-14,608
-8% -$2.85M
SPIB icon
29
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$33.4M 0.8%
920,721
+47,819
+5% +$1.75M
SPYG icon
30
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$33.1M 0.79%
586,931
-19,316
-3% -$1.08M
UNH icon
31
UnitedHealth
UNH
$367B
$31M 0.74%
83,378
-2,386
-3% -$827K
META icon
32
Meta Platforms (Facebook)
META
$1.56T
$29.8M 0.71%
101,206
-2,163
-2% -$582K
DIS icon
33
Walt Disney
DIS
$179B
$29.6M 0.71%
160,478
+6,226
+4% +$1.15M
BAC icon
34
Bank of America
BAC
$447B
$29.3M 0.7%
757,671
+16,306
+2% +$563K
NEE icon
35
NextEra Energy
NEE
$178B
$27.8M 0.66%
368,272
-4,050
-1% -$316K
IUSG icon
36
iShares Core S&P US Growth ETF
IUSG
$33.8B
$27.6M 0.66%
303,998
-11,964
-4% -$1.08M
COST icon
37
Costco
COST
$417B
$27.3M 0.65%
77,538
+750
+1% +$261K
TXN icon
38
Texas Instruments
TXN
$258B
$27.1M 0.65%
143,287
-365
-0.3% -$63.4K
RWO icon
39
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$27.1M 0.65%
573,362
-277,680
-33% -$12.7M
DHR icon
40
Danaher
DHR
$145B
$27M 0.65%
135,451
-25,859
-16% -$5.25M
SPYV icon
41
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$27M 0.64%
712,543
-27,287
-4% -$987K
ABT icon
42
Abbott
ABT
$190B
$26.8M 0.64%
223,703
-29,450
-12% -$3.49M
EFV icon
43
iShares MSCI EAFE Value ETF
EFV
$30B
$25.6M 0.61%
502,278
-13,785
-3% -$686K
INTC icon
44
Intel
INTC
$492B
$25.6M 0.61%
399,583
-74,779
-16% -$4.46M
AGG icon
45
iShares Core US Aggregate Bond ETF
AGG
$138B
$25.5M 0.61%
224,382
+5,756
+3% +$667K
SCZ icon
46
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$25.2M 0.6%
350,549
-14,555
-4% -$1.03M
VBR icon
47
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$24.7M 0.59%
149,321
-6,359
-4% -$1M
CVX icon
48
Chevron
CVX
$385B
$24.4M 0.58%
232,670
+22,783
+11% +$2.22M
VWO icon
49
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$24.4M 0.58%
468,318
+12,468
+3% +$664K
PYPL icon
50
PayPal
PYPL
$50.5B
$24.2M 0.58%
99,525
-5,527
-5% -$1.4M
1
2
3 4 5

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.