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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
JCI icon
576
Johnson Controls International
JCI
$92.9B
$283K 0.01%
6,069
+583
+11% +$25.9K
OMC icon
577
Omnicom Group
OMC
$23.4B
$281K 0.01%
4,504
-853
-16% -$48.8K
GAP
578
The Gap Inc
GAP
$7.28B
$280K 0.01%
13,887
+1,640
+13% +$34.4K
SCHW
579
Charles Schwab
SCHW
$189B
$273K 0.01%
+5,150
New +$233K
LEG icon
580
Leggett & Platt
LEG
$1.29B
$270K 0.01%
6,087
+706
+13% +$30.3K
SWKS icon
581
Skyworks Solutions
SWKS
$10.5B
$270K 0.01%
1,768
-114
-6% -$16.7K
CNC icon
582
Centene
CNC
$33.3B
$264K 0.01%
4,401
-270
-6% -$17.2K
BX icon
583
Blackstone
BX
$110B
$259K 0.01%
3,994
-49
-1% -$2.85K
COR icon
584
Cencora
COR
$60.1B
$258K 0.01%
2,640
-43
-2% -$4.3K
APTV icon
585
Aptiv
APTV
$10B
$257K 0.01%
+1,970
New +$219K
VRTX icon
586
Vertex Pharmaceuticals
VRTX
$133B
$257K 0.01%
1,089
-455
-29% -$104K
EXPE icon
587
Expedia Group
EXPE
$39.3B
$254K 0.01%
+1,917
New +$216K
EXC icon
588
Exelon
EXC
$46.5B
$253K 0.01%
8,409
-89
-1% -$2.63K
FLTW icon
589
Franklin FTSE Taiwan ETF
FLTW
$3.19B
$251K 0.01%
6,831
– –
SHOP icon
590
Shopify
SHOP
$192B
$251K 0.01%
2,220
-150
-6% -$15.7K
ET icon
591
Energy Transfer Partners
ET
$72B
$250K 0.01%
+40,513
New +$245K
LEN.B icon
592
Lennar Class B
LEN.B
$20.3B
$249K 0.01%
4,273
-290
-6% -$17.2K
CTXS
593
DELISTED
Citrix Systems Inc
CTXS
$248K 0.01%
1,904
-825
-30% -$105K
ILMN icon
594
Illumina
ILMN
$28.9B
$247K 0.01%
686
-19
-3% -$6.06K
TOL icon
595
Toll Brothers
TOL
$13.9B
$245K 0.01%
5,647
-16
-0.3% -$742
LSXMK
596
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$245K 0.01%
+7,273
New +$222K
BKLN icon
597
Invesco Senior Loan ETF
BKLN
$6.76B
$244K 0.01%
10,969
-11,681
-52% -$256K
CTSH icon
598
Cognizant
CTSH
$26.2B
$244K 0.01%
2,979
-287
-9% -$21.8K
EQIX icon
599
Equinix
EQIX
$105B
$244K 0.01%
342
-21
-6% -$15.6K
CINF icon
600
Cincinnati Financial
CINF
$26.5B
$243K 0.01%
2,780
– –
22 23
24
25 26

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BAM
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ACI
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ACM
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OSIA
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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.