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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
SLM icon
651
SLM Corp
SLM
$5.26B
$154K ﹤0.01%
12,451
+4
+0% +$42
M icon
652
Macy's
M
$6.26B
$144K ﹤0.01%
12,806
-334
-3% -$2.86K
ZNGA
653
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$132K ﹤0.01%
13,337
-200
-1% -$1.8K
F icon
654
Ford
F
$55.1B
$122K ﹤0.01%
13,878
-5,236
-27% -$43.8K
BKT icon
655
BlackRock Income Trust
BKT
$341M
$106K ﹤0.01%
5,833
– –
GLNG icon
656
Golar LNG
GLNG
$5.2B
$105K ﹤0.01%
+10,847
New +$94.2K
MDXG icon
657
MiMedx Group
MDXG
$624M
$91K ﹤0.01%
+10,000
New +$72K
BAC.PRL icon
658
Bank of America Series L
BAC.PRL
$4.02B
– –
-1,225
Closed -$1.82M
BGC icon
659
BGC Group
BGC
$5.12B
– –
-11,070
Closed -$27K
CPB icon
660
Campbell Soup
CPB
$6.74B
– –
-4,200
Closed -$203K
DAL icon
661
Delta Air Lines
DAL
$59.1B
– –
-6,558
Closed -$201K
HSIC icon
662
Henry Schein
HSIC
$10.1B
– –
-4,016
Closed -$236K
JBLU icon
663
JetBlue
JBLU
$2.18B
– –
-10,513
Closed -$119K
LII icon
664
Lennox International
LII
$14.5B
– –
-876
Closed -$239K
PEJ icon
665
Invesco Leisure and Entertainment ETF
PEJ
$312M
– –
-7,830
Closed -$251K
QDEL icon
666
QuidelOrtho
QDEL
$1.02B
– –
-1,881
Closed -$413K
SCHG icon
667
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
– –
-20,624
Closed -$297K
SFM icon
668
Sprouts Farmers Market
SFM
$8.03B
– –
-10,073
Closed -$211K
SNX icon
669
TD Synnex
SNX
$20.4B
– –
-3,728
Closed -$261K
TGNA
670
DELISTED
TEGNA Inc
TGNA
– –
-10,159
Closed -$119K
TTE icon
671
TotalEnergies
TTE
$194B
– –
-14,870
Closed -$510K
VLO icon
672
Valero Energy
VLO
$95.1B
– –
-6,717
Closed -$291K
W icon
673
Wayfair
W
$14.1B
– –
-853
Closed -$248K
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 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.