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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
KIM icon
651
Kimco Realty
KIM
$16.3B
$230K 0.01%
12,283
+232
+2% +$4.09K
RVT icon
652
Royce Value Trust
RVT
$2.32B
$230K 0.01%
12,713
+27
+0.2% +$477
DISCK
653
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$228K 0.01%
+6,194
New +$263K
CCI icon
654
Crown Castle
CCI
$32.4B
$225K 0.01%
1,305
+15
+1% +$2.4K
DRI icon
655
Darden Restaurants
DRI
$25.3B
$225K 0.01%
+1,583
New +$208K
HWM icon
656
Howmet Aerospace
HWM
$113B
$225K 0.01%
+6,991
New +$201K
VLO icon
657
Valero Energy
VLO
$98.3B
$222K 0.01%
+3,105
New +$211K
OEF icon
658
iShares S&P 100 ETF
OEF
$20.6B
$221K 0.01%
1,227
– –
LII icon
659
Lennox International
LII
$14.4B
$220K 0.01%
+705
New +$204K
AVB icon
660
AvalonBay Communities
AVB
$26.4B
$219K 0.01%
+1,187
New +$208K
FLTW icon
661
Franklin FTSE Taiwan ETF
FLTW
$3.23B
$218K 0.01%
5,231
-1,600
-23% -$64.6K
GMS
662
DELISTED
GMS Inc
GMS
$214K 0.01%
5,121
-1,604
-24% -$57.2K
SMG icon
663
ScottsMiracle-Gro
SMG
$3.61B
$213K 0.01%
+871
New +$197K
URI icon
664
United Rentals
URI
$70.2B
$213K 0.01%
+646
New +$183K
SHOP icon
665
Shopify
SHOP
$203B
$212K 0.01%
1,920
-300
-14% -$36.2K
VTWO icon
666
Vanguard Russell 2000 ETF
VTWO
$17.5B
$210K 0.01%
+2,352
New +$207K
EQIX icon
667
Equinix
EQIX
$106B
$209K 0.01%
308
-34
-10% -$23.3K
HII icon
668
Huntington Ingalls Industries
HII
$12.9B
$209K 0.01%
+1,015
New +$182K
SLM icon
669
SLM Corp
SLM
$5.21B
$209K 0.01%
11,657
-794
-6% -$12K
SPXC icon
670
SPX Corp
SPXC
$10.7B
$209K 0.01%
+3,595
New +$205K
XEL icon
671
Xcel Energy
XEL
$49.3B
$209K 0.01%
3,145
-42
-1% -$2.65K
WAT icon
672
Waters Corp
WAT
$40.8B
$208K 0.01%
+731
New +$200K
SGI
673
Somnigroup International
SGI
$13.9B
$208K 0.01%
+5,696
New +$184K
LKQ icon
674
LKQ Corp
LKQ
$6.29B
$207K ﹤0.01%
+4,899
New +$193K
EQH icon
675
Equitable Holdings
EQH
$14.4B
$203K ﹤0.01%
+6,225
New +$179K
25 26
27
28 29

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BAM
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ACI
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ACM
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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.