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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
META icon
26
Meta Platforms (Facebook)
META
$1.52T
$37.3M 0.83%
107,224
+6,018
+6% +$1.93M
VGIT icon
27
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.3B
$36.9M 0.83%
544,758
+9,715
+2% +$658K
SPIB icon
28
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$34.6M 0.77%
942,258
+21,537
+2% +$786K
HON icon
29
Honeywell
HON
$77B
$34.3M 0.77%
166,044
-3,999
-2% -$845K
UNH icon
30
UnitedHealth
UNH
$371B
$33.7M 0.75%
84,157
+779
+0.9% +$311K
MBB icon
31
iShares MBS ETF
MBB
$38.9B
$33.5M 0.75%
309,942
-42,066
-12% -$4.56M
BAC icon
32
Bank of America
BAC
$447B
$32.3M 0.72%
783,799
+26,128
+3% +$1.07M
SPYG icon
33
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$30.4M 0.68%
482,332
-104,599
-18% -$6.27M
IUSG icon
34
iShares Core S&P US Growth ETF
IUSG
$33.8B
$30.1M 0.67%
298,068
-5,930
-2% -$571K
COST icon
35
Costco
COST
$423B
$30.1M 0.67%
76,015
-1,523
-2% -$576K
DHR icon
36
Danaher
DHR
$147B
$29.8M 0.67%
125,220
-10,231
-8% -$2.27M
PYPL icon
37
PayPal
PYPL
$50.5B
$29.4M 0.66%
101,024
+1,499
+2% +$396K
IVE icon
38
iShares S&P 500 Value ETF
IVE
$50B
$28.4M 0.64%
192,225
+23,031
+14% +$3.39M
NVDA icon
39
NVIDIA
NVDA
$5.27T
$28.1M 0.63%
1,402,680
+404,240
+40% +$6.48M
TXN icon
40
Texas Instruments
TXN
$256B
$27.5M 0.62%
142,970
-317
-0.2% -$59.4K
RWO icon
41
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$27.2M 0.61%
527,689
-45,673
-8% -$2.32M
ADBE icon
42
Adobe
ADBE
$109B
$26.7M 0.6%
45,659
-418
-0.9% -$215K
IWF icon
43
iShares Russell 1000 Growth ETF
IWF
$127B
$26.7M 0.6%
392,792
-4,132
-1% -$266K
NEE icon
44
NextEra Energy
NEE
$177B
$26.6M 0.59%
362,561
-5,711
-2% -$429K
AGG icon
45
iShares Core US Aggregate Bond ETF
AGG
$137B
$26.6M 0.59%
230,330
+5,948
+3% +$681K
NKE icon
46
Nike
NKE
$62.5B
$26.2M 0.59%
169,306
-10,599
-6% -$1.43M
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$25.6M 0.57%
470,741
+2,423
+0.5% +$129K
EFV icon
48
iShares MSCI EAFE Value ETF
EFV
$30B
$25.4M 0.57%
491,518
-10,760
-2% -$569K
SCZ icon
49
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$25.3M 0.57%
341,290
-9,259
-3% -$695K
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.14T
$24.6M 0.55%
88,583
-525
-0.6% -$147K
1
2
3 4 5

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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.