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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
OMF icon
526
OneMain Financial
OMF
$7.32B
$466K 0.01%
7,775
-272
-3% -$15.4K
ICE icon
527
Intercontinental Exchange
ICE
$84.9B
$464K 0.01%
3,913
-123
-3% -$14.2K
SPSB icon
528
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$462K 0.01%
14,766
+1,075
+8% +$33.7K
RPG icon
529
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$455K 0.01%
12,365
-50
-0.4% -$1.72K
VMBS icon
530
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$453K 0.01%
8,489
-9,726
-53% -$520K
BPYU
531
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$453K 0.01%
23,971
-3,003
-11% -$55K
KLAC icon
532
KLA
KLAC
$262B
$450K 0.01%
13,880
-220
-2% -$7.05K
LBRDK icon
533
Liberty Broadband Class C
LBRDK
$5.32B
$450K 0.01%
2,589
-18
-0.7% -$2.9K
KNSL icon
534
Kinsale Capital Group
KNSL
$8.53B
$449K 0.01%
2,727
+67
+3% +$11.1K
GWW icon
535
W.W. Grainger
GWW
$61.3B
$446K 0.01%
1,017
+76
+8% +$33.5K
PWR icon
536
Quanta Services
PWR
$101B
$439K 0.01%
4,846
-43
-0.9% -$4.04K
TROW icon
537
T. Rowe Price
TROW
$24.3B
$438K 0.01%
2,214
-31
-1% -$5.79K
DFS
538
DELISTED
Discover Financial Services
DFS
$437K 0.01%
3,696
+265
+8% +$30K
CHE icon
539
Chemed
CHE
$7.02B
$435K 0.01%
917
-8
-0.9% -$3.84K
MKC icon
540
McCormick & Company Non-Voting
MKC
$14.2B
$435K 0.01%
4,928
– –
VGT icon
541
Vanguard Information Technology ETF
VGT
$147B
$435K 0.01%
8,728
– –
MTCH icon
542
Match Group
MTCH
$8.45B
$434K 0.01%
2,690
-110
-4% -$16.1K
GPN icon
543
Global Payments
GPN
$22.7B
$433K 0.01%
2,308
-161
-7% -$32.4K
MCO icon
544
Moody's
MCO
$82.5B
$432K 0.01%
1,193
+69
+6% +$23K
OGN icon
545
Organon & Co
OGN
$3.58B
$425K 0.01%
+14,058
New +$463K
VIPS icon
546
Vipshop
VIPS
$7.2B
$425K 0.01%
+21,179
New +$532K
APAM icon
547
Artisan Partners
APAM
$3.08B
$423K 0.01%
8,330
+54
+0.7% +$2.84K
ET icon
548
Energy Transfer Partners
ET
$71.6B
$419K 0.01%
39,441
– –
BN icon
549
Brookfield
BN
$110B
$415K 0.01%
15,093
-105
-0.7% -$2.69K
ADSK icon
550
Autodesk
ADSK
$53.1B
$412K 0.01%
1,413
-44
-3% -$12.6K
20 21
22
23 24

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BAM
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ACI
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ACM
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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.