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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
XLP icon
476
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$470K 0.01%
6,966
-980
-12% -$64.8K
MSI icon
477
Motorola Solutions
MSI
$77.7B
$462K 0.01%
2,714
-278
-9% -$46.6K
AFL icon
478
Aflac
AFL
$60.5B
$460K 0.01%
10,344
-22
-0.2% -$901
BHF icon
479
Brighthouse Financial
BHF
$3.44B
$460K 0.01%
12,715
+1,354
+12% +$45.5K
MGK icon
480
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$460K 0.01%
11,290
– –
SPGI icon
481
S&P Global
SPGI
$121B
$460K 0.01%
1,400
-181
-11% -$61.1K
ICE icon
482
Intercontinental Exchange
ICE
$85B
$452K 0.01%
3,917
– –
SHW icon
483
Sherwin-Williams
SHW
$87.4B
$451K 0.01%
1,839
-267
-13% -$63.3K
NAVI icon
484
Navient
NAVI
$831M
$447K 0.01%
45,507
+1,807
+4% +$17.2K
SPSB icon
485
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$447K 0.01%
14,231
-5,848
-29% -$183K
WBA
486
DELISTED
Walgreens Boots Alliance
WBA
$447K 0.01%
11,203
-391
-3% -$15.1K
VRSN icon
487
VeriSign
VRSN
$25.6B
$445K 0.01%
2,057
-1,346
-40% -$275K
TWTR
488
DELISTED
Twitter, Inc.
TWTR
$440K 0.01%
8,134
-69
-0.8% -$3.29K
LTHM
489
DELISTED
Livent Corporation
LTHM
$438K 0.01%
23,238
+212
+0.9% +$2.96K
XLI icon
490
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$437K 0.01%
4,933
+50
+1% +$4.21K
MPC icon
491
Marathon Petroleum
MPC
$97.8B
$430K 0.01%
10,396
-85
-0.8% -$3.05K
RPG icon
492
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$427K 0.01%
13,090
-490
-4% -$14.9K
XPO icon
493
XPO
XPO
$24.5B
$427K 0.01%
10,360
-332
-3% -$12K
LBRDK icon
494
Liberty Broadband Class C
LBRDK
$5.07B
$423K 0.01%
2,672
+712
+36% +$108K
DKNG icon
495
DraftKings
DKNG
$12.7B
$422K 0.01%
9,070
-2,033
-18% -$96.8K
MTCH icon
496
Match Group
MTCH
$8.4B
$420K 0.01%
2,777
+716
+35% +$94.7K
KLAC icon
497
KLA
KLAC
$272B
$415K 0.01%
16,020
-260
-2% -$6.06K
AUB icon
498
Atlantic Union Bankshares
AUB
$6.06B
$409K 0.01%
12,409
+287
+2% +$8.24K
APAM icon
499
Artisan Partners
APAM
$2.97B
$402K 0.01%
7,980
-57
-0.7% -$2.59K
DT icon
500
Dynatrace
DT
$14.3B
$402K 0.01%
9,287
-516
-5% -$20.5K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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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.