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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
ADI icon
476
Analog Devices
ADI
$186B
$573K 0.01%
3,697
-7
-0.2% -$1.08K
NOW icon
477
ServiceNow
NOW
$132B
$568K 0.01%
5,675
+820
+17% +$86.6K
PCTY icon
478
Paylocity
PCTY
$8.1B
$567K 0.01%
+3,152
New +$601K
SNDR icon
479
Schneider National
SNDR
$6.37B
$566K 0.01%
22,673
-304
-1% -$7.11K
COR
480
DELISTED
Coresite Realty Corporation
COR
$565K 0.01%
4,712
+101
+2% +$12.3K
R icon
481
Ryder
R
$10.1B
$558K 0.01%
7,377
+1,023
+16% +$70.8K
BND icon
482
Vanguard Total Bond Market
BND
$162B
$551K 0.01%
+6,509
New +$561K
LUV icon
483
Southwest Airlines
LUV
$22B
$547K 0.01%
8,950
+1,255
+16% +$66.8K
ULTA icon
484
Ulta Beauty
ULTA
$22.2B
$538K 0.01%
1,740
+19
+1% +$5.9K
AFL icon
485
Aflac
AFL
$60.7B
$529K 0.01%
10,344
– –
BR icon
486
Broadridge
BR
$19.6B
$526K 0.01%
3,437
-37
-1% -$5.46K
MSI icon
487
Motorola Solutions
MSI
$77B
$522K 0.01%
2,778
+64
+2% +$11.4K
APH icon
488
Amphenol
APH
$204B
$516K 0.01%
15,640
-40
-0.3% -$1.3K
TWTR
489
DELISTED
Twitter, Inc.
TWTR
$512K 0.01%
8,047
-87
-1% -$5.32K
CRI icon
490
Carter's
CRI
$1.44B
$506K 0.01%
5,687
+190
+3% +$17.6K
RSG icon
491
Republic Services
RSG
$65.9B
$503K 0.01%
5,062
+149
+3% +$14K
ALLY icon
492
Ally Financial
ALLY
$13.6B
$498K 0.01%
11,023
+1,485
+16% +$62.1K
AUB icon
493
Atlantic Union Bankshares
AUB
$6.09B
$498K 0.01%
12,992
+583
+5% +$21.5K
GPN icon
494
Global Payments
GPN
$25.1B
$498K 0.01%
2,469
-160
-6% -$31.9K
FIS icon
495
Fidelity National Information Services
FIS
$22.8B
$497K 0.01%
3,536
-4,334
-55% -$592K
ARNC
496
DELISTED
Arconic Corporation
ARNC
$497K 0.01%
19,579
-33
-0.2% -$886
CERN
497
DELISTED
Cerner Corp
CERN
$497K 0.01%
6,914
+663
+11% +$49.8K
DXCM icon
498
DexCom
DXCM
$34.5B
$486K 0.01%
5,408
-136
-2% -$12.8K
HPP
499
Hudson Pacific Properties
HPP
$787M
$486K 0.01%
2,559
+298
+13% +$53.2K
INN
500
Summit Hotel Properties
INN
$656M
$485K 0.01%
47,773
+3,207
+7% +$31K
18 19
20
21 22

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BAM
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ACI
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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.