We are live on ! Find out more
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
AMG icon
551
Affiliated Managers Group
AMG
$9.48B
$410K 0.01%
2,659
+224
+9% +$35.7K
JCI icon
552
Johnson Controls International
JCI
$93.7B
$410K 0.01%
5,977
– –
IYR icon
553
iShares US Real Estate ETF
IYR
$4.48B
$409K 0.01%
4,011
– –
EXC icon
554
Exelon
EXC
$46.2B
$406K 0.01%
12,849
+1,204
+10% +$38.8K
IYH icon
555
iShares US Healthcare ETF
IYH
$3.76B
$398K 0.01%
7,290
-120
-2% -$6.35K
LOPE icon
556
Grand Canyon Education
LOPE
$3.76B
$398K 0.01%
4,426
+53
+1% +$5.24K
ZION icon
557
Zions Bancorporation
ZION
$10.4B
$393K 0.01%
7,436
-409
-5% -$22.9K
ICSH icon
558
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$389K 0.01%
7,693
– –
LNC icon
559
Lincoln National
LNC
$8.51B
$388K 0.01%
6,174
+35
+0.6% +$2.31K
HCA icon
560
HCA Healthcare
HCA
$89.1B
$386K 0.01%
1,867
+575
+45% +$117K
IXJ icon
561
iShares Global Healthcare ETF
IXJ
$4.23B
$385K 0.01%
4,630
-230
-5% -$18.6K
EG icon
562
Everest Group
EG
$14B
$380K 0.01%
1,508
+157
+12% +$40.9K
ASH icon
563
Ashland
ASH
$3.42B
$375K 0.01%
4,291
+19
+0.4% +$1.71K
XLP icon
564
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$372K 0.01%
5,317
-418
-7% -$29.3K
BX icon
565
Blackstone
BX
$110B
$371K 0.01%
3,821
-74
-2% -$6.57K
WSM icon
566
Williams-Sonoma
WSM
$29.5B
$370K 0.01%
4,634
+530
+13% +$45.1K
SWKS icon
567
Skyworks Solutions
SWKS
$10.3B
$368K 0.01%
1,920
+126
+7% +$22.4K
VYM icon
568
Vanguard High Dividend Yield ETF
VYM
$83.8B
$367K 0.01%
3,506
– –
DAL icon
569
Delta Air Lines
DAL
$59.5B
$361K 0.01%
+8,341
New +$386K
K
570
DELISTED
Kellanova
K
$361K 0.01%
+5,970
New +$363K
PHM icon
571
Pultegroup
PHM
$25.2B
$361K 0.01%
6,620
-557
-8% -$31.1K
ILMN icon
572
Illumina
ILMN
$29.1B
$358K 0.01%
777
-29
-4% -$11.7K
TSN icon
573
Tyson Foods
TSN
$19.9B
$358K 0.01%
4,854
+15
+0.3% +$1.16K
MGC icon
574
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$354K 0.01%
2,327
– –
AL
575
DELISTED
Air Lease Corp
AL
$353K 0.01%
8,448
+43
+0.5% +$2K
21 22
23
24 25

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.