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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
GWW icon
526
W.W. Grainger
GWW
$61.5B
$362K 0.01%
886
-83
-9% -$32.6K
TSN icon
527
Tyson Foods
TSN
$19.6B
$361K 0.01%
5,607
+130
+2% +$8.09K
SON icon
528
Sonoco
SON
$5.74B
$360K 0.01%
6,083
+509
+9% +$28.6K
LUV icon
529
Southwest Airlines
LUV
$22B
$359K 0.01%
7,695
+192
+3% +$8.32K
ADSK icon
530
Autodesk
ADSK
$52.7B
$357K 0.01%
1,169
-23
-2% -$6.06K
XLU icon
531
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$356K 0.01%
11,360
-312
-3% -$9.87K
REGN icon
532
Regeneron Pharmaceuticals
REGN
$82.2B
$355K 0.01%
734
-177
-19% -$95.5K
BLD
533
DELISTED
TopBuild
BLD
$352K 0.01%
1,911
-129
-6% -$22.8K
UNM icon
534
Unum
UNM
$14.5B
$349K 0.01%
15,208
-1,430
-9% -$29.6K
EIDO icon
535
iShares MSCI Indonesia ETF
EIDO
$492M
$346K 0.01%
14,774
+4,499
+44% +$94.2K
IYR icon
536
iShares US Real Estate ETF
IYR
$4.52B
$344K 0.01%
4,011
– –
HPQ icon
537
HP
HPQ
$26.8B
$343K 0.01%
13,936
-769
-5% -$16.1K
VFC icon
538
VF Corp
VFC
$5.73B
$341K 0.01%
3,996
-320
-7% -$25.6K
ALLY icon
539
Ally Financial
ALLY
$13.5B
$340K 0.01%
9,538
-1,196
-11% -$36.2K
DFS
540
DELISTED
Discover Financial Services
DFS
$339K 0.01%
3,742
-38
-1% -$2.83K
ASH icon
541
Ashland
ASH
$3.42B
$338K 0.01%
4,272
– –
DELL icon
542
Dell
DELL
$313B
$337K 0.01%
9,078
-41
-0.4% -$1.43K
BN icon
543
Brookfield
BN
$110B
$336K 0.01%
15,198
-137
-0.9% -$2.74K
CABO icon
544
Cable One
CABO
$191M
$334K 0.01%
150
-41
-21% -$81.1K
INFO
545
DELISTED
IHS Markit Ltd. Common Shares
INFO
$331K 0.01%
3,683
-344
-9% -$29.8K
PFGC icon
546
Performance Food Group
PFGC
$16.9B
$330K 0.01%
6,931
+652
+10% +$27.5K
XLE icon
547
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$329K 0.01%
+17,354
New +$299K
GSK icon
548
GSK
GSK
$101B
$326K 0.01%
7,086
+107
+2% +$4.92K
PHM icon
549
Pultegroup
PHM
$24.6B
$325K 0.01%
7,526
+1
+0% +$44
RMD icon
550
ResMed
RMD
$32.8B
$321K 0.01%
1,512
-361
-19% -$72K
20 21
22
23 24

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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.