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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
CNC icon
651
Centene
CNC
$32.1B
$255K 0.01%
3,500
-415
-11% -$28.4K
NCLH icon
652
Norwegian Cruise Line
NCLH
$8.59B
$254K 0.01%
+8,641
New +$260K
VFC icon
653
VF Corp
VFC
$5.81B
$251K 0.01%
3,058
-529
-15% -$44.1K
KIM icon
654
Kimco Realty
KIM
$16.1B
$250K 0.01%
12,283
– –
LKQ icon
655
LKQ Corp
LKQ
$6.25B
$250K 0.01%
5,079
+180
+4% +$8.6K
RRX icon
656
Regal Rexnord
RRX
$11.5B
$250K 0.01%
1,875
+161
+9% +$22.7K
VCIT icon
657
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$249K 0.01%
2,616
+93
+4% +$8.75K
AVB icon
658
AvalonBay Communities
AVB
$26B
$248K 0.01%
1,187
– –
EPD icon
659
Enterprise Products Partners
EPD
$81.8B
$248K 0.01%
10,293
-563
-5% -$13.3K
ROK icon
660
Rockwell Automation
ROK
$49.6B
$248K 0.01%
868
-4
-0.5% -$1.08K
GMS
661
DELISTED
GMS Inc
GMS
$247K 0.01%
5,121
– –
SLGN icon
662
Silgan Holdings
SLGN
$4.35B
$246K 0.01%
5,932
– –
FLKR icon
663
Franklin FTSE South Korea ETF
FLKR
$1.45B
$245K 0.01%
7,371
– –
W icon
664
Wayfair
W
$14.1B
$245K 0.01%
+776
New +$243K
WAT icon
665
Waters Corp
WAT
$40.7B
$244K 0.01%
706
-25
-3% -$7.91K
CCI icon
666
Crown Castle
CCI
$31.3B
$243K 0.01%
1,245
-60
-5% -$11.2K
COR icon
667
Cencora
COR
$63.7B
$243K 0.01%
2,123
-361
-15% -$42.6K
EQIX icon
668
Equinix
EQIX
$102B
$242K 0.01%
301
-7
-2% -$5.2K
RGA icon
669
Reinsurance Group of America
RGA
$16B
$242K 0.01%
2,119
-44
-2% -$5.54K
RVT icon
670
Royce Value Trust
RVT
$2.3B
$242K 0.01%
12,744
+31
+0.2% +$584
THRM icon
671
Gentherm
THRM
$1.27B
$242K 0.01%
+3,409
New +$249K
OEF icon
672
iShares S&P 100 ETF
OEF
$20.4B
$241K 0.01%
1,227
– –
IYM icon
673
iShares US Basic Materials ETF
IYM
$1.03B
$239K 0.01%
1,835
– –
MTG icon
674
MGIC Investment
MTG
$6.23B
$239K 0.01%
17,591
-670
-4% -$9.62K
AYI icon
675
Acuity Brands
AYI
$10.7B
$237K 0.01%
+1,268
New +$230K
25 26
27
28 29

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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.