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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
CRI icon
476
Carter's
CRI
$1.44B
$617K 0.01%
5,978
+291
+5% +$29.6K
EMN icon
477
Eastman Chemical
EMN
$8.36B
$613K 0.01%
5,250
-20
-0.4% -$2.4K
MFA
478
MFA Financial
MFA
$926M
$608K 0.01%
33,126
-3,105
-9% -$54.9K
TWTR
479
DELISTED
Twitter, Inc.
TWTR
$606K 0.01%
8,813
+766
+10% +$47K
ADI icon
480
Analog Devices
ADI
$187B
$601K 0.01%
3,488
-209
-6% -$33.5K
LEN icon
481
Lennar Class A
LEN
$20.7B
$596K 0.01%
6,194
-679
-10% -$65.6K
PIPR icon
482
Piper Sandler
PIPR
$5.35B
$594K 0.01%
18,324
+1,660
+10% +$50.8K
KMPR icon
483
Kemper
KMPR
$1.57B
$591K 0.01%
7,997
+518
+7% +$39.9K
CSGP icon
484
CoStar Group
CSGP
$12.4B
$586K 0.01%
7,080
-310
-4% -$26.8K
NOW icon
485
ServiceNow
NOW
$128B
$578K 0.01%
5,260
-415
-7% -$42.1K
PFGC icon
486
Performance Food Group
PFGC
$17.6B
$575K 0.01%
11,855
+1,053
+10% +$55.6K
CERN
487
DELISTED
Cerner Corp
CERN
$573K 0.01%
7,335
+421
+6% +$32.4K
ES icon
488
Eversource Energy
ES
$26.8B
$568K 0.01%
7,076
-609
-8% -$51.3K
ANSS
489
DELISTED
Ansys
ANSS
$564K 0.01%
1,625
-64
-4% -$22.1K
RSG icon
490
Republic Services
RSG
$66.2B
$563K 0.01%
5,115
+53
+1% +$5.7K
POWI icon
491
Power Integrations
POWI
$3.57B
$562K 0.01%
6,849
-640
-9% -$51.7K
GBLI icon
492
Global Indemnity Group
GBLI
$409M
$556K 0.01%
20,631
-4,830
-19% -$141K
DKNG icon
493
DraftKings
DKNG
$12.7B
$555K 0.01%
10,634
+275
+3% +$14.5K
R icon
494
Ryder
R
$10.1B
$555K 0.01%
7,471
+94
+1% +$7.44K
ITGR icon
495
Integer Holdings
ITGR
$4.26B
$554K 0.01%
5,879
+802
+16% +$73.9K
BFAM icon
496
Bright Horizons
BFAM
$3.75B
$549K 0.01%
3,731
+88
+2% +$13.2K
AFL icon
497
Aflac
AFL
$60.7B
$548K 0.01%
10,215
-129
-1% -$7.03K
ALLY icon
498
Ally Financial
ALLY
$13.3B
$545K 0.01%
10,926
-97
-0.9% -$4.98K
UNM icon
499
Unum
UNM
$14.5B
$544K 0.01%
19,159
+3,979
+26% +$117K
TYL icon
500
Tyler Technologies
TYL
$13B
$541K 0.01%
1,197
-188
-14% -$79.9K
18 19
20
21 22

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BAM
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ACI
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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.