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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
XLU icon
601
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$312K 0.01%
9,872
-400
-4% -$13.1K
POOL icon
602
Pool Corp
POOL
$7.32B
$311K 0.01%
678
-694
-51% -$292K
SNX icon
603
TD Synnex
SNX
$20.3B
$311K 0.01%
2,556
+450
+21% +$55.3K
CBRE icon
604
CBRE Group
CBRE
$42.7B
$310K 0.01%
3,616
+180
+5% +$15.4K
AIA icon
605
iShares Asia 50 ETF
AIA
$4.95B
$305K 0.01%
+3,324
New +$304K
NVTA
606
DELISTED
Invitae Corporation
NVTA
$305K 0.01%
9,031
+47
+0.5% +$1.53K
UTHR icon
607
United Therapeutics
UTHR
$22.1B
$304K 0.01%
1,696
+227
+15% +$43.2K
AKAM icon
608
Akamai
AKAM
$16.8B
$303K 0.01%
2,595
-229
-8% -$25.5K
TOL icon
609
Toll Brothers
TOL
$14.3B
$302K 0.01%
5,231
-138
-3% -$8.41K
LSXMK
610
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$302K 0.01%
8,397
+208
+3% +$7.17K
AEE icon
611
Ameren
AEE
$29.8B
$300K 0.01%
3,753
+247
+7% +$20.7K
DVN icon
612
Devon Energy
DVN
$49.9B
$300K 0.01%
+10,270
New +$265K
GSK icon
613
GSK
GSK
$102B
$300K 0.01%
6,035
– –
ANAT
614
DELISTED
American National Group, Inc. Common Stock
ANAT
$300K 0.01%
+2,018
New +$270K
AMT icon
615
American Tower
AMT
$79B
$299K 0.01%
1,107
-600
-35% -$153K
WMB icon
616
Williams Companies
WMB
$88.4B
$297K 0.01%
11,178
– –
ACM icon
617
Aecom
ACM
$8.62B
$296K 0.01%
4,669
– –
UI icon
618
Ubiquiti
UI
$34.7B
$296K 0.01%
949
-92
-9% -$26.9K
F icon
619
Ford
F
$55.7B
$295K 0.01%
19,864
+6,086
+44% +$80.9K
CTAS icon
620
Cintas
CTAS
$82.1B
$293K 0.01%
3,068
-524
-15% -$46.4K
FRC
621
DELISTED
First Republic Bank
FRC
$292K 0.01%
1,562
+10
+0.6% +$1.84K
EXPE icon
622
Expedia Group
EXPE
$38.5B
$289K 0.01%
1,764
-268
-13% -$46K
PEG icon
623
Public Service Enterprise Group
PEG
$37.5B
$289K 0.01%
4,837
-2,828
-37% -$175K
SFM icon
624
Sprouts Farmers Market
SFM
$7.87B
$289K 0.01%
11,642
+4,018
+53% +$107K
ARW icon
625
Arrow Electronics
ARW
$10.5B
$287K 0.01%
2,524
+181
+8% +$21.2K
23 24
25
26 27

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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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.