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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
ALXN
626
DELISTED
Alexion Pharmaceuticals
ALXN
$287K 0.01%
1,564
-144
-8% -$24.7K
MNST icon
627
Monster Beverage
MNST
$89.2B
$285K 0.01%
12,464
+2,244
+22% +$52.6K
HBAN icon
628
Huntington Bancshares
HBAN
$35.9B
$283K 0.01%
+19,863
New +$304K
SHOP icon
629
Shopify
SHOP
$196B
$281K 0.01%
1,920
– –
JACK icon
630
Jack in the Box
JACK
$341M
$280K 0.01%
2,514
+14
+0.6% +$1.64K
FICO icon
631
Fair Isaac
FICO
$22.4B
$279K 0.01%
556
-42
-7% -$21.2K
RCL icon
632
Royal Caribbean
RCL
$82.1B
$278K 0.01%
3,258
+437
+15% +$38.1K
LII icon
633
Lennox International
LII
$14.9B
$274K 0.01%
780
+75
+11% +$25.3K
JBL icon
634
Jabil
JBL
$37.4B
$272K 0.01%
4,689
+92
+2% +$5.06K
REGN icon
635
Regeneron Pharmaceuticals
REGN
$82.1B
$272K 0.01%
487
-90
-16% -$45.6K
SLM icon
636
SLM Corp
SLM
$5.11B
$271K 0.01%
12,947
+1,290
+11% +$25.4K
MRO
637
DELISTED
Marathon Oil Corporation
MRO
$270K 0.01%
19,790
+8,704
+79% +$105K
KSU
638
DELISTED
Kansas City Southern
KSU
$267K 0.01%
941
-3
-0.3% -$866
CNXC icon
639
Concentrix
CNXC
$1.57B
$266K 0.01%
1,652
-82
-5% -$12.6K
MDC
640
DELISTED
M.D.C. Holdings, Inc.
MDC
$265K 0.01%
5,242
-1
-0% -$57
RF icon
641
Regions Financial
RF
$26.9B
$264K 0.01%
13,101
+371
+3% +$8.02K
FITB
642
Fifth Third Bancorp
FITB
$52.2B
$263K 0.01%
+6,886
New +$275K
FCNCA icon
643
First Citizens BancShares
FCNCA
$25.4B
$262K 0.01%
314
– –
CRWD icon
644
CrowdStrike
CRWD
$226B
$261K 0.01%
4,148
-252
-6% -$13.6K
TD icon
645
Toronto Dominion Bank
TD
$201B
$261K 0.01%
3,730
-1,542
-29% -$108K
XYL icon
646
Xylem
XYL
$28.8B
$261K 0.01%
2,178
-898
-29% -$103K
HWM icon
647
Howmet Aerospace
HWM
$112B
$258K 0.01%
7,484
+493
+7% +$16.4K
RNG icon
648
RingCentral
RNG
$5.3B
$256K 0.01%
880
-505
-36% -$144K
XLB icon
649
State Street Materials Select Sector SPDR ETF
XLB
$8.72B
$256K 0.01%
6,230
– –
SGI
650
Somnigroup International
SGI
$13.7B
$256K 0.01%
6,535
+839
+15% +$32.1K
24 25
26
27 28

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BAM
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ACI
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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.