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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
VYM icon
551
Vanguard High Dividend Yield ETF
VYM
$84B
$321K 0.01%
+3,506
New +$305K
ADT icon
552
ADT
ADT
$5.34B
$320K 0.01%
40,715
+3,790
+10% +$29.8K
TROW icon
553
T. Rowe Price
TROW
$23.8B
$320K 0.01%
2,115
-113
-5% -$16.2K
CTAS icon
554
Cintas
CTAS
$81.4B
$317K 0.01%
3,584
-104
-3% -$9.03K
FRC
555
DELISTED
First Republic Bank
FRC
$317K 0.01%
2,156
-496
-19% -$64.6K
ALXN
556
DELISTED
Alexion Pharmaceuticals
ALXN
$316K 0.01%
2,023
-58
-3% -$7.45K
SCHE icon
557
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$313K 0.01%
10,211
+409
+4% +$11.9K
AZO icon
558
AutoZone
AZO
$49.7B
$312K 0.01%
263
-16
-6% -$18.5K
MGC icon
559
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$311K 0.01%
2,327
– –
MDC
560
DELISTED
M.D.C. Holdings, Inc.
MDC
$310K 0.01%
6,894
– –
XYL icon
561
Xylem
XYL
$28.5B
$306K 0.01%
3,006
+53
+2% +$4.98K
MCO icon
562
Moody's
MCO
$82.8B
$305K 0.01%
1,052
-136
-11% -$38K
EG icon
563
Everest Group
EG
$13.9B
$304K 0.01%
1,298
-138
-10% -$30.5K
FICO icon
564
Fair Isaac
FICO
$22.6B
$304K 0.01%
594
-183
-24% -$85.1K
TD icon
565
Toronto Dominion Bank
TD
$204B
$299K 0.01%
5,297
-36
-0.7% -$1.82K
UI icon
566
Ubiquiti
UI
$35B
$297K 0.01%
1,068
-170
-14% -$39.1K
FLKR icon
567
Franklin FTSE South Korea ETF
FLKR
$1.51B
$296K 0.01%
9,675
– –
IGIB icon
568
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$295K 0.01%
4,773
+302
+7% +$18.5K
AEE icon
569
Ameren
AEE
$30.1B
$288K 0.01%
3,688
-98
-3% -$7.85K
EQT icon
570
EQT Corp
EQT
$33.8B
$287K 0.01%
22,593
+1,768
+8% +$25.5K
MANH icon
571
Manhattan Associates
MANH
$11.2B
$287K 0.01%
2,731
-159
-6% -$15.7K
PIPR icon
572
Piper Sandler
PIPR
$5.34B
$287K 0.01%
+11,372
New +$258K
VMBS icon
573
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$287K 0.01%
+5,304
New +$287K
NUE icon
574
Nucor
NUE
$61.9B
$284K 0.01%
5,339
+77
+1% +$3.98K
SIRI icon
575
SiriusXM
SIRI
$9.59B
$284K 0.01%
4,454
-500
-10% -$30.7K
21 22
23
24 25

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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.