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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
INN
501
Summit Hotel Properties
INN
$655M
$402K 0.01%
44,566
-5,030
-10% -$37.2K
BPYU
502
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$400K 0.01%
26,767
+1,577
+6% +$24K
VGT icon
503
Vanguard Information Technology ETF
VGT
$149B
$397K 0.01%
8,984
– –
OMF icon
504
OneMain Financial
OMF
$7.44B
$396K 0.01%
8,219
-124
-1% -$4.9K
R icon
505
Ryder
R
$10.1B
$392K 0.01%
6,354
+669
+12% +$37.2K
FBIN icon
506
Fortune Brands Innovations
FBIN
$5.83B
$390K 0.01%
5,329
-312
-6% -$22.8K
ITGR icon
507
Integer Holdings
ITGR
$4.25B
$386K 0.01%
4,757
+301
+7% +$21.1K
IXJ icon
508
iShares Global Healthcare ETF
IXJ
$4.23B
$383K 0.01%
5,009
-100
-2% -$7.36K
LOPE icon
509
Grand Canyon Education
LOPE
$3.7B
$383K 0.01%
4,115
-103
-2% -$8.79K
AMT icon
510
American Tower
AMT
$79.4B
$382K 0.01%
1,700
+46
+3% +$10.7K
PWR icon
511
Quanta Services
PWR
$102B
$382K 0.01%
5,300
-368
-6% -$24.3K
CVET
512
DELISTED
Covetrus, Inc. Common Stock
CVET
$382K 0.01%
13,284
– –
HPP
513
Hudson Pacific Properties
HPP
$777M
$380K 0.01%
2,261
+261
+13% +$43K
EVRG icon
514
Evergy
EVRG
$19.2B
$379K 0.01%
6,832
-767
-10% -$42.1K
PEG icon
515
Public Service Enterprise Group
PEG
$37.8B
$378K 0.01%
6,488
-398
-6% -$23.2K
ZION icon
516
Zions Bancorporation
ZION
$10.5B
$376K 0.01%
8,666
-783
-8% -$29K
PODD icon
517
Insulet
PODD
$10.1B
$374K 0.01%
1,463
-1,601
-52% -$397K
NVTA
518
DELISTED
Invitae Corporation
NVTA
$374K 0.01%
8,948
+43
+0.5% +$2.05K
AL
519
DELISTED
Air Lease Corp
AL
$372K 0.01%
8,378
-2,046
-20% -$73.4K
PBD icon
520
Invesco Global Clean Energy ETF
PBD
$195M
$372K 0.01%
10,716
+395
+4% +$10.9K
KHC icon
521
Kraft Heinz
KHC
$29.1B
$368K 0.01%
10,618
+241
+2% +$7.82K
AKAM icon
522
Akamai
AKAM
$17.6B
$367K 0.01%
3,493
-528
-13% -$55.3K
ROST icon
523
Ross Stores
ROST
$79.6B
$365K 0.01%
2,968
-266
-8% -$27.9K
IYH icon
524
iShares US Healthcare ETF
IYH
$3.78B
$364K 0.01%
7,410
– –
PPC icon
525
Pilgrim's Pride
PPC
$6.4B
$364K 0.01%
18,545
-43,053
-70% -$779K
19 20
21
22 23

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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.