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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
STNG icon
601
Scorpio Tankers
STNG
$3.79B
$287K 0.01%
15,550
-5,000
-24% -$77.3K
VFC icon
602
VF Corp
VFC
$5.74B
$287K 0.01%
3,587
-409
-10% -$33.2K
AEE icon
603
Ameren
AEE
$30B
$285K 0.01%
3,506
-182
-5% -$13.6K
CTSH icon
604
Cognizant
CTSH
$25.7B
$285K 0.01%
3,653
+674
+23% +$52.1K
RMD icon
605
ResMed
RMD
$32.4B
$283K 0.01%
1,458
-54
-4% -$10.8K
LSXMK
606
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$280K 0.01%
8,189
+916
+13% +$30.7K
CATC
607
DELISTED
CAMBRIDGE BANCORP
CATC
$275K 0.01%
3,264
– –
JACK icon
608
Jack in the Box
JACK
$360M
$274K 0.01%
2,500
– –
REGN icon
609
Regeneron Pharmaceuticals
REGN
$81.7B
$273K 0.01%
577
-157
-21% -$76.4K
RGA icon
610
Reinsurance Group of America
RGA
$16B
$273K 0.01%
2,163
+281
+15% +$33.4K
CBRE icon
611
CBRE Group
CBRE
$42.8B
$272K 0.01%
3,436
– –
FTNT icon
612
Fortinet
FTNT
$120B
$270K 0.01%
7,330
+230
+3% +$7.53K
GSK icon
613
GSK
GSK
$100B
$269K 0.01%
6,035
-1,051
-15% -$47.7K
APTV icon
614
Aptiv
APTV
$10.2B
$266K 0.01%
1,932
-38
-2% -$5.53K
WMB icon
615
Williams Companies
WMB
$90.1B
$265K 0.01%
11,178
– –
GNRC icon
616
Generac Holdings
GNRC
$13B
$264K 0.01%
+805
New +$237K
FCNCA icon
617
First Citizens BancShares
FCNCA
$25.4B
$263K 0.01%
+314
New +$227K
RF icon
618
Regions Financial
RF
$26.8B
$263K 0.01%
12,730
+854
+7% +$16.7K
MRNA icon
619
Moderna
MRNA
$24.9B
$262K 0.01%
+2,004
New +$290K
CPRI icon
620
Capri Holdings
CPRI
$1.74B
$261K 0.01%
+5,125
New +$241K
ALXN
621
DELISTED
Alexion Pharmaceuticals
ALXN
$261K 0.01%
1,708
-315
-16% -$48.7K
ARW icon
622
Arrow Electronics
ARW
$10.7B
$260K 0.01%
2,343
+100
+4% +$10.4K
CNXC icon
623
Concentrix
CNXC
$1.53B
$260K 0.01%
+1,734
New +$210K
CRL icon
624
Charles River Laboratories
CRL
$13.6B
$260K 0.01%
898
+33
+4% +$9.17K
FRC
625
DELISTED
First Republic Bank
FRC
$259K 0.01%
1,552
-604
-28% -$97.8K
23 24
25
26 27

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BAM
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ACI
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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.