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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
MANH icon
576
Manhattan Associates
MANH
$11.4B
$325K 0.01%
2,766
+35
+1% +$4.24K
SCHE icon
577
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$324K 0.01%
10,211
– –
LEN.B icon
578
Lennar Class B
LEN.B
$20.8B
$323K 0.01%
4,121
-152
-4% -$10.1K
XYL icon
579
Xylem
XYL
$28.8B
$323K 0.01%
3,076
+70
+2% +$7.1K
EVRG icon
580
Evergy
EVRG
$18.9B
$321K 0.01%
5,394
-1,438
-21% -$79.6K
LSTR icon
581
Landstar System
LSTR
$6.03B
$319K 0.01%
1,931
+438
+29% +$68.1K
OMC icon
582
Omnicom Group
OMC
$23.6B
$319K 0.01%
4,304
-200
-4% -$13.8K
UI icon
583
Ubiquiti
UI
$34.7B
$311K 0.01%
1,041
-27
-3% -$8.49K
MDC
584
DELISTED
M.D.C. Holdings, Inc.
MDC
$311K 0.01%
5,243
-1,651
-24% -$86.5K
CTAS icon
585
Cintas
CTAS
$82.1B
$306K 0.01%
3,592
+8
+0.2% +$677
TOL icon
586
Toll Brothers
TOL
$14.3B
$305K 0.01%
5,369
-278
-5% -$14.6K
ET icon
587
Energy Transfer Partners
ET
$71.6B
$303K 0.01%
39,441
-1,072
-3% -$7.83K
INFO
588
DELISTED
IHS Markit Ltd. Common Shares
INFO
$303K 0.01%
3,132
-551
-15% -$50.4K
ILMN icon
589
Illumina
ILMN
$29.1B
$301K 0.01%
806
+120
+17% +$48.9K
MHK icon
590
Mohawk Industries
MHK
$9.26B
$300K 0.01%
1,559
– –
ACM icon
591
Aecom
ACM
$8.62B
$299K 0.01%
4,669
-198
-4% -$11.3K
SCHW
592
Charles Schwab
SCHW
$186B
$298K 0.01%
4,573
-577
-11% -$35K
REZI icon
593
Resideo Technologies
REZI
$3.67B
$297K 0.01%
10,513
+10
+0.1% +$264
CFG icon
594
Citizens Financial Group
CFG
$30.7B
$296K 0.01%
6,709
+926
+16% +$38.5K
COR icon
595
Cencora
COR
$63.7B
$293K 0.01%
2,484
-156
-6% -$16.9K
IGIB icon
596
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$293K 0.01%
4,947
+174
+4% +$10.5K
FICO icon
597
Fair Isaac
FICO
$22.4B
$291K 0.01%
598
+4
+0.7% +$1.9K
BX icon
598
Blackstone
BX
$110B
$290K 0.01%
3,895
-99
-2% -$6.83K
AKAM icon
599
Akamai
AKAM
$16.8B
$288K 0.01%
2,824
-669
-19% -$69.1K
CINF icon
600
Cincinnati Financial
CINF
$26.6B
$287K 0.01%
2,780
– –
22 23
24
25 26

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IA
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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
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.