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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
+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
FTNT icon
576
Fortinet
FTNT
$119B
$352K 0.01%
7,380
+50
+0.7% +$2.13K
IGIB icon
577
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$350K 0.01%
5,783
+836
+17% +$50K
SCHE icon
578
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$349K 0.01%
10,604
+393
+4% +$12.7K
AZO icon
579
AutoZone
AZO
$49.7B
$348K 0.01%
233
– –
GBDC icon
580
Golub Capital BDC
GBDC
$3.42B
$346K 0.01%
22,457
+18
+0.1% +$279
BLD
581
DELISTED
TopBuild
BLD
$343K 0.01%
1,733
– –
STNG icon
582
Scorpio Tankers
STNG
$3.72B
$343K 0.01%
15,550
– –
RMD icon
583
ResMed
RMD
$32.6B
$340K 0.01%
1,379
-79
-5% -$16.6K
INFO
584
DELISTED
IHS Markit Ltd. Common Shares
INFO
$339K 0.01%
3,013
-119
-4% -$12.6K
CWB icon
585
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$338K 0.01%
3,899
+1,075
+38% +$90.8K
GNRC icon
586
Generac Holdings
GNRC
$12.7B
$333K 0.01%
803
-2
-0.2% -$671
SCHW
587
Charles Schwab
SCHW
$186B
$333K 0.01%
4,573
– –
CRL icon
588
Charles River Laboratories
CRL
$13.5B
$332K 0.01%
897
-1
-0.1% -$334
GLNG icon
589
Golar LNG
GLNG
$5.17B
$330K 0.01%
24,917
– –
PBD icon
590
Invesco Global Clean Energy ETF
PBD
$192M
$329K 0.01%
10,632
– –
CFG icon
591
Citizens Financial Group
CFG
$30.7B
$328K 0.01%
7,158
+449
+7% +$21.2K
CPRI icon
592
Capri Holdings
CPRI
$1.77B
$328K 0.01%
5,730
+605
+12% +$32.9K
OMC icon
593
Omnicom Group
OMC
$23.6B
$327K 0.01%
4,093
-211
-5% -$17.1K
APTV icon
594
Aptiv
APTV
$10.3B
$322K 0.01%
2,046
+114
+6% +$16.7K
LEN.B icon
595
Lennar Class B
LEN.B
$20.8B
$322K 0.01%
4,164
+43
+1% +$3.25K
MHK icon
596
Mohawk Industries
MHK
$9.26B
$321K 0.01%
1,671
+112
+7% +$22.8K
LSTR icon
597
Landstar System
LSTR
$6.03B
$318K 0.01%
2,014
+83
+4% +$13.9K
EVRG icon
598
Evergy
EVRG
$18.9B
$314K 0.01%
5,199
-195
-4% -$12.2K
REZI icon
599
Resideo Technologies
REZI
$3.67B
$314K 0.01%
10,450
-63
-0.6% -$1.87K
ROST icon
600
Ross Stores
ROST
$80.8B
$312K 0.01%
2,519
-251
-9% -$31.3K
22 23
24
25 26

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.