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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
IYH icon
551
iShares US Healthcare ETF
IYH
$3.77B
$374K 0.01%
7,410
– –
IYR icon
552
iShares US Real Estate ETF
IYR
$4.52B
$369K 0.01%
4,011
– –
WSM icon
553
Williams-Sonoma
WSM
$29B
$368K 0.01%
4,104
+26
+0.6% +$1.75K
AMG icon
554
Affiliated Managers Group
AMG
$9.6B
$363K 0.01%
+2,435
New +$318K
BLD
555
DELISTED
TopBuild
BLD
$363K 0.01%
1,733
-178
-9% -$36.2K
EXC icon
556
Exelon
EXC
$46.3B
$363K 0.01%
11,645
+3,236
+38% +$97.2K
BN icon
557
Brookfield
BN
$109B
$362K 0.01%
15,198
– –
TSN icon
558
Tyson Foods
TSN
$19.7B
$360K 0.01%
4,839
-768
-14% -$53K
JCI icon
559
Johnson Controls International
JCI
$93.4B
$357K 0.01%
5,977
-92
-2% -$5.06K
WBD icon
560
Warner Bros
WBD
$68.9B
$357K 0.01%
8,209
-42,301
-84% -$2.11M
VYM icon
561
Vanguard High Dividend Yield ETF
VYM
$84B
$354K 0.01%
3,506
– –
EXPE icon
562
Expedia Group
EXPE
$38.5B
$350K 0.01%
2,032
+115
+6% +$17.7K
TD icon
563
Toronto Dominion Bank
TD
$203B
$344K 0.01%
5,272
-25
-0.5% -$1.53K
NVTA
564
DELISTED
Invitae Corporation
NVTA
$343K 0.01%
8,984
+36
+0.4% +$1.64K
HAPN
565
Happen Inc
HAPN
$2.24B
$340K 0.01%
+31,532
New +$415K
PBD icon
566
Invesco Global Clean Energy ETF
PBD
$195M
$340K 0.01%
10,632
-84
-0.8% -$3K
MCO icon
567
Moody's
MCO
$82.8B
$336K 0.01%
1,124
+72
+7% +$20.3K
EG icon
568
Everest Group
EG
$14B
$335K 0.01%
1,351
+53
+4% +$12.6K
ROST icon
569
Ross Stores
ROST
$80.3B
$332K 0.01%
2,770
-198
-7% -$23.5K
SWKS icon
570
Skyworks Solutions
SWKS
$10.3B
$329K 0.01%
1,794
+26
+1% +$4.52K
XLU icon
571
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$329K 0.01%
10,272
-1,088
-10% -$33.8K
GBDC icon
572
Golub Capital BDC
GBDC
$3.39B
$328K 0.01%
22,439
-23,836
-52% -$350K
AZO icon
573
AutoZone
AZO
$49.5B
$327K 0.01%
233
-30
-11% -$37.1K
DFS
574
DELISTED
Discover Financial Services
DFS
$326K 0.01%
3,431
-311
-8% -$29.3K
MGC icon
575
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$326K 0.01%
2,327
– –
21 22
23
24 25

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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.