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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
ACM icon
601
Aecom
ACM
$7.85B
$242K 0.01%
4,867
-124
-2% -$5.93K
ORLY icon
602
O'Reilly Automotive
ORLY
$74.5B
$236K 0.01%
7,815
-360
-4% -$10.9K
RHI icon
603
Robert Half
RHI
$4.25B
$235K 0.01%
+3,766
New +$225K
RRX icon
604
Regal Rexnord
RRX
$11.5B
$235K 0.01%
+1,914
New +$211K
CWB icon
605
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.72B
$234K 0.01%
+2,824
New +$213K
JACK icon
606
Jack in the Box
JACK
$358M
$232K 0.01%
+2,500
New +$219K
STNG icon
607
Scorpio Tankers
STNG
$3.81B
$230K 0.01%
+20,550
New +$227K
CATC
608
DELISTED
CAMBRIDGE BANCORP
CATC
$228K 0.01%
+3,264
New +$218K
XLB icon
609
State Street Materials Select Sector SPDR ETF
XLB
$8.61B
$225K 0.01%
+6,230
New +$213K
MTG icon
610
MGIC Investment
MTG
$6.29B
$224K 0.01%
17,824
-114
-0.6% -$1.29K
WMB icon
611
Williams Companies
WMB
$90.1B
$224K 0.01%
11,178
-660
-6% -$13.4K
REZI icon
612
Resideo Technologies
REZI
$3.89B
$223K 0.01%
10,503
-68
-0.6% -$1.09K
SSNC icon
613
SS&C Technologies
SSNC
$18.8B
$223K 0.01%
3,060
-732
-19% -$49.1K
KSU
614
DELISTED
Kansas City Southern
KSU
$223K 0.01%
+1,091
New +$205K
MNST icon
615
Monster Beverage
MNST
$90.1B
$222K 0.01%
+9,600
New +$202K
K
616
DELISTED
Kellanova
K
$221K 0.01%
3,788
-449
-11% -$27K
TDS icon
617
Telephone and Data Systems
TDS
$3.82B
$221K 0.01%
11,896
-977
-8% -$18K
MHK icon
618
Mohawk Industries
MHK
$9.27B
$220K 0.01%
+1,559
New +$188K
LNC icon
619
Lincoln National
LNC
$8.44B
$219K 0.01%
+4,353
New +$185K
ARW icon
620
Arrow Electronics
ARW
$10.7B
$218K 0.01%
+2,243
New +$199K
EPD icon
621
Enterprise Products Partners
EPD
$81.9B
$218K 0.01%
11,117
-555
-5% -$10.3K
RGA icon
622
Reinsurance Group of America
RGA
$16.1B
$218K 0.01%
+1,882
New +$210K
CBRE icon
623
CBRE Group
CBRE
$42.7B
$216K 0.01%
+3,436
New +$194K
CRL icon
624
Charles River Laboratories
CRL
$13.6B
$216K 0.01%
+865
New +$206K
FSLY icon
625
Fastly Inc
FSLY
$4.54B
$214K 0.01%
2,445
+9
+0.4% +$793
23 24
25
26 27

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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.