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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
BIDU icon
501
Baidu
BIDU
$35.9B
$540K 0.01%
+2,646
New +$529K
HAIN icon
502
Hain Celestial
HAIN
$48.8M
$540K 0.01%
13,466
-244
-2% -$10.1K
APH icon
503
Amphenol
APH
$206B
$535K 0.01%
15,640
– –
HPQ icon
504
HP
HPQ
$26.6B
$534K 0.01%
17,674
+3,789
+27% +$121K
JWN
505
DELISTED
Nordstrom
JWN
$533K 0.01%
14,586
+2,394
+20% +$87.4K
XPO icon
506
XPO
XPO
$23.8B
$525K 0.01%
10,851
+176
+2% +$8.6K
MGK icon
507
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.6B
$522K 0.01%
11,290
– –
PTON icon
508
Peloton Interactive
PTON
$2.46B
$513K 0.01%
4,138
+710
+21% +$75.6K
ROP icon
509
Roper Technologies
ROP
$39.5B
$510K 0.01%
1,085
+11
+1% +$4.86K
XLI icon
510
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$507K 0.01%
4,954
+171
+4% +$17.5K
DT icon
511
Dynatrace
DT
$14.4B
$501K 0.01%
8,575
-328
-4% -$17.1K
MRNA icon
512
Moderna
MRNA
$24.2B
$499K 0.01%
2,124
+120
+6% +$21.4K
OKTA icon
513
Okta
OKTA
$26.1B
$497K 0.01%
2,033
-80
-4% -$19.3K
DXCM icon
514
DexCom
DXCM
$33.8B
$495K 0.01%
4,640
-768
-14% -$73.8K
BHF icon
515
Brighthouse Financial
BHF
$3.38B
$494K 0.01%
10,839
-18
-0.2% -$846
SNDR icon
516
Schneider National
SNDR
$6.12B
$486K 0.01%
22,331
-342
-2% -$8.28K
FIS icon
517
Fidelity National Information Services
FIS
$22.1B
$482K 0.01%
3,405
-131
-4% -$19.5K
INN
518
Summit Hotel Properties
INN
$651M
$479K 0.01%
51,308
+3,535
+7% +$35K
FBIN icon
519
Fortune Brands Innovations
FBIN
$5.97B
$474K 0.01%
5,567
-91
-2% -$7.96K
SHW icon
520
Sherwin-Williams
SHW
$88.5B
$474K 0.01%
1,741
-11
-0.6% -$3.01K
XLE icon
521
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$473K 0.01%
17,554
-600
-3% -$15.6K
DHI icon
522
D.R. Horton
DHI
$42.2B
$470K 0.01%
5,202
-4,200
-45% -$394K
LUV icon
523
Southwest Airlines
LUV
$22.3B
$469K 0.01%
8,836
-114
-1% -$6.83K
MCHP icon
524
Microchip Technology
MCHP
$44B
$469K 0.01%
6,266
-1,280
-17% -$97.5K
DELL icon
525
Dell
DELL
$285B
$466K 0.01%
9,232
+243
+3% +$12.2K
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 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.