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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
PWR icon
526
Quanta Services
PWR
$101B
$430K 0.01%
4,889
-411
-8% -$32.7K
DT icon
527
Dynatrace
DT
$14.7B
$429K 0.01%
8,903
-384
-4% -$18.6K
SPSB icon
528
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$429K 0.01%
13,691
-540
-4% -$16.9K
CHE icon
529
Chemed
CHE
$7.02B
$425K 0.01%
925
-356
-28% -$175K
RHI icon
530
Robert Half
RHI
$4.48B
$423K 0.01%
5,422
+1,656
+44% +$120K
UNM icon
531
Unum
UNM
$14.7B
$422K 0.01%
15,180
-28
-0.2% -$727
RNG icon
532
RingCentral
RNG
$5.66B
$413K 0.01%
1,385
-150
-10% -$55.2K
AL
533
DELISTED
Air Lease Corp
AL
$412K 0.01%
8,405
+27
+0.3% +$1.23K
AMT icon
534
American Tower
AMT
$81.2B
$408K 0.01%
1,707
+7
+0.4% +$1.56K
RPG icon
535
Invesco S&P 500 Pure Growth ETF
RPG
$2.09B
$408K 0.01%
12,415
-675
-5% -$22.3K
ADSK icon
536
Autodesk
ADSK
$54.5B
$404K 0.01%
1,457
+288
+25% +$83.1K
DELL icon
537
Dell
DELL
$320B
$402K 0.01%
8,989
-89
-1% -$3.65K
XLP icon
538
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$392K 0.01%
5,735
-1,231
-18% -$80.9K
LBRDK icon
539
Liberty Broadband Class C
LBRDK
$5.29B
$391K 0.01%
2,607
-65
-2% -$9.84K
VGT icon
540
Vanguard Information Technology ETF
VGT
$151B
$391K 0.01%
8,728
-256
-3% -$11.5K
ICSH icon
541
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$389K 0.01%
7,693
-3,540
-32% -$179K
TAP icon
542
Molson Coors Class B
TAP
$7.85B
$389K 0.01%
7,612
-15,317
-67% -$744K
MTCH icon
543
Match Group
MTCH
$8.56B
$385K 0.01%
2,800
+23
+0.8% +$3.46K
PTON icon
544
Peloton Interactive
PTON
$2.44B
$385K 0.01%
3,428
+27
+0.8% +$3.58K
TROW icon
545
T. Rowe Price
TROW
$23.7B
$385K 0.01%
2,245
+130
+6% +$21.3K
LNC icon
546
Lincoln National
LNC
$8.67B
$382K 0.01%
6,139
+1,786
+41% +$98.7K
ASH icon
547
Ashland
ASH
$3.36B
$379K 0.01%
4,272
– –
GWW icon
548
W.W. Grainger
GWW
$62.2B
$377K 0.01%
941
+55
+6% +$21.3K
PHM icon
549
Pultegroup
PHM
$24.9B
$376K 0.01%
7,177
-349
-5% -$16.3K
IXJ icon
550
iShares Global Healthcare ETF
IXJ
$4.22B
$375K 0.01%
4,860
-149
-3% -$11.5K
20 21
22
23 24

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IA
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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.