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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
PANW icon
626
Palo Alto Networks
PANW
$315B
$214K 0.01%
+3,612
New +$169K
VMW
627
DELISTED
VMware, Inc
VMW
$214K 0.01%
1,528
-90
-6% -$12.9K
ICUI icon
628
ICU Medical
ICUI
$4.48B
$212K 0.01%
989
-238
-19% -$46.2K
IMTM icon
629
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.32B
$212K 0.01%
+5,618
New +$198K
XEL icon
630
Xcel Energy
XEL
$49.1B
$212K 0.01%
3,187
-191
-6% -$13.3K
FTNT icon
631
Fortinet
FTNT
$118B
$211K 0.01%
+7,100
New +$179K
OEF icon
632
iShares S&P 100 ETF
OEF
$20.4B
$211K 0.01%
+1,227
New +$200K
TFX icon
633
Teleflex
TFX
$6.03B
$211K 0.01%
+513
New +$189K
RDS.B
634
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$211K 0.01%
6,281
-4,686
-43% -$139K
SLGN icon
635
Silgan Holdings
SLGN
$4.3B
$210K 0.01%
5,659
+60
+1% +$2.16K
IYM icon
636
iShares US Basic Materials ETF
IYM
$1.02B
$208K 0.01%
+1,835
New +$195K
WSM icon
637
Williams-Sonoma
WSM
$28.9B
$208K 0.01%
4,078
-410
-9% -$21K
CFG icon
638
Citizens Financial Group
CFG
$31.1B
$207K 0.01%
+5,783
New +$181K
CCI icon
639
Crown Castle
CCI
$31.5B
$205K 0.01%
+1,290
New +$209K
CRVL icon
640
CorVel
CRVL
$3.17B
$205K 0.01%
+5,802
New +$180K
GMS
641
DELISTED
GMS Inc
GMS
$205K 0.01%
+6,725
New +$187K
ROK icon
642
Rockwell Automation
ROK
$50.1B
$205K 0.01%
+817
New +$200K
RVT icon
643
Royce Value Trust
RVT
$2.31B
$205K 0.01%
12,686
+29
+0.2% +$425
GVI icon
644
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$204K 0.01%
1,733
– –
LSTR icon
645
Landstar System
LSTR
$6.31B
$201K 0.01%
+1,493
New +$196K
RF icon
646
Regions Financial
RF
$26.9B
$191K ﹤0.01%
11,876
+8
+0.1% +$116
TAK icon
647
Takeda Pharmaceutical
TAK
$55.6B
$185K ﹤0.01%
10,144
-179
-2% -$3.14K
KIM icon
648
Kimco Realty
KIM
$16.2B
$181K ﹤0.01%
12,051
+35
+0.3% +$463
QVCGA
649
DELISTED
QVC Group Inc Series A
QVCGA
$171K ﹤0.01%
+311
New +$140K
GTES icon
650
Gates Industrial Corporation Ltd.
GTES
$7.05B
$158K ﹤0.01%
12,399
+859
+7% +$10.8K
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.