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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
CTXS
626
DELISTED
Citrix Systems Inc
CTXS
$259K 0.01%
1,844
-60
-3% -$8.04K
GLNG icon
627
Golar LNG
GLNG
$5.17B
$255K 0.01%
24,917
+14,070
+130% +$158K
MTG icon
628
MGIC Investment
MTG
$6.23B
$253K 0.01%
18,261
+437
+2% +$5.57K
CABO icon
629
Cable One
CABO
$192M
$251K 0.01%
137
-13
-9% -$25.4K
CNC icon
630
Centene
CNC
$32.1B
$250K 0.01%
3,915
-486
-11% -$30.1K
SLGN icon
631
Silgan Holdings
SLGN
$4.35B
$249K 0.01%
5,932
+273
+5% +$10.7K
KSU
632
DELISTED
Kansas City Southern
KSU
$249K 0.01%
944
-147
-13% -$32K
JBLU icon
633
JetBlue
JBLU
$2.19B
$247K 0.01%
+12,129
New +$210K
UTHR icon
634
United Therapeutics
UTHR
$22.1B
$246K 0.01%
+1,469
New +$245K
EIDO icon
635
iShares MSCI Indonesia ETF
EIDO
$484M
$245K 0.01%
11,206
-3,568
-24% -$83.8K
RRX icon
636
Regal Rexnord
RRX
$11.5B
$245K 0.01%
1,714
-200
-10% -$27.5K
XLB icon
637
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$245K 0.01%
6,230
– –
HCA icon
638
HCA Healthcare
HCA
$89.1B
$243K 0.01%
+1,292
New +$228K
RCL icon
639
Royal Caribbean
RCL
$82.1B
$242K 0.01%
+2,821
New +$224K
SNX icon
640
TD Synnex
SNX
$20.3B
$242K 0.01%
+2,106
New +$197K
PAG icon
641
Penske Automotive Group
PAG
$14.2B
$241K 0.01%
+3,010
New +$211K
JBL icon
642
Jabil
JBL
$37.4B
$240K 0.01%
+4,597
New +$209K
EPD icon
643
Enterprise Products Partners
EPD
$81.8B
$239K 0.01%
10,856
-261
-2% -$5.74K
CWB icon
644
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.6B
$235K 0.01%
2,824
– –
FLKR icon
645
Franklin FTSE South Korea ETF
FLKR
$1.45B
$235K 0.01%
7,371
-2,304
-24% -$74.3K
VCIT icon
646
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$235K 0.01%
+2,523
New +$240K
VMW
647
DELISTED
VMware, Inc
VMW
$235K 0.01%
1,565
+37
+2% +$5.29K
MNST icon
648
Monster Beverage
MNST
$89.2B
$233K 0.01%
10,220
+620
+6% +$13.9K
ROK icon
649
Rockwell Automation
ROK
$49.6B
$231K 0.01%
872
+55
+7% +$14K
IYM icon
650
iShares US Basic Materials ETF
IYM
$1.03B
$230K 0.01%
1,835
– –
24 25
26
27 28

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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 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.