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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
BPYU
501
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$484K 0.01%
26,974
+207
+0.8% +$3.67K
BHF icon
502
Brighthouse Financial
BHF
$3.42B
$480K 0.01%
10,857
-1,858
-15% -$76.3K
POOL icon
503
Pool Corp
POOL
$7.29B
$474K 0.01%
1,372
-1,178
-46% -$410K
XLI icon
504
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$471K 0.01%
4,783
-150
-3% -$13.7K
ITGR icon
505
Integer Holdings
ITGR
$4.25B
$468K 0.01%
5,077
+320
+7% +$27K
LOPE icon
506
Grand Canyon Education
LOPE
$3.79B
$468K 0.01%
4,373
+258
+6% +$25.6K
MGK icon
507
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34B
$468K 0.01%
11,290
– –
KLAC icon
508
KLA
KLAC
$274B
$466K 0.01%
14,100
-1,920
-12% -$57.9K
OKTA icon
509
Okta
OKTA
$26.9B
$466K 0.01%
2,113
+112
+6% +$28.1K
FBIN icon
510
Fortune Brands Innovations
FBIN
$5.78B
$463K 0.01%
5,658
+329
+6% +$24.9K
JWN
511
DELISTED
Nordstrom
JWN
$462K 0.01%
+12,192
New +$451K
PEG icon
512
Public Service Enterprise Group
PEG
$37.8B
$462K 0.01%
7,665
+1,177
+18% +$67.9K
PIPR icon
513
Piper Sandler
PIPR
$5.54B
$457K 0.01%
16,664
+5,292
+47% +$140K
XPO icon
514
XPO
XPO
$24.7B
$455K 0.01%
10,675
+315
+3% +$13.1K
ICE icon
515
Intercontinental Exchange
ICE
$87.2B
$451K 0.01%
4,036
+119
+3% +$13.5K
XLE icon
516
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$445K 0.01%
18,154
+800
+5% +$18.5K
HPQ icon
517
HP
HPQ
$28.6B
$441K 0.01%
13,885
-51
-0.4% -$1.41K
ENV
518
DELISTED
ENVESTNET, INC.
ENV
$440K 0.01%
6,085
+141
+2% +$11K
MKC icon
519
McCormick & Company Non-Voting
MKC
$14.6B
$439K 0.01%
4,928
-56
-1% -$4.98K
KNSL icon
520
Kinsale Capital Group
KNSL
$8.59B
$438K 0.01%
2,660
+196
+8% +$36K
ROP icon
521
Roper Technologies
ROP
$39.3B
$433K 0.01%
1,074
-3,286
-75% -$1.32M
APAM icon
522
Artisan Partners
APAM
$3.03B
$432K 0.01%
8,276
+296
+4% +$15.1K
OMF icon
523
OneMain Financial
OMF
$7.51B
$432K 0.01%
8,047
-172
-2% -$8.88K
SHW icon
524
Sherwin-Williams
SHW
$87.8B
$431K 0.01%
1,752
-87
-5% -$20.7K
ZION icon
525
Zions Bancorporation
ZION
$10.5B
$431K 0.01%
7,845
-821
-9% -$42.3K
19 20
21
22 23

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.