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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
SFM icon
676
Sprouts Farmers Market
SFM
$7.87B
$203K ﹤0.01%
+7,624
New +$173K
TCBI icon
677
Texas Capital Bancshares
TCBI
$4.36B
$202K ﹤0.01%
+2,842
New +$209K
KRA
678
DELISTED
Kraton Corporation
KRA
$202K ﹤0.01%
5,530
-12,500
-69% -$447K
CRWD icon
679
CrowdStrike
CRWD
$226B
$201K ﹤0.01%
+4,400
New +$233K
ISRG icon
680
Intuitive Surgical
ISRG
$142B
$200K ﹤0.01%
+813
New +$205K
SIRI icon
681
SiriusXM
SIRI
$9.61B
$197K ﹤0.01%
3,239
-1,215
-27% -$74.1K
STNG icon
682
CALL
Scorpio Tankers
STNG
$3.72B
$185K ﹤0.01%
+10,000
New +$155K
F icon
683
Ford
F
$55.7B
$169K ﹤0.01%
13,778
-100
-0.7% -$1.14K
M icon
684
Macy's
M
$6.45B
$167K ﹤0.01%
10,316
-2,490
-19% -$38K
ZNGA
685
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$129K ﹤0.01%
12,660
-677
-5% -$7.08K
MRO
686
DELISTED
Marathon Oil Corporation
MRO
$118K ﹤0.01%
+11,086
New +$107K
SVACU
687
DELISTED
Starboard Value Acquisition Corp. Unit
SVACU
$110K ﹤0.01%
+10,855
New +$117K
BKT icon
688
BlackRock Income Trust
BKT
$340M
$107K ﹤0.01%
5,833
– –
MDXG icon
689
MiMedx Group
MDXG
$630M
$103K ﹤0.01%
10,000
– –
ADT icon
690
ADT
ADT
$5.44B
– –
-40,715
Closed -$320K
BKLN icon
691
Invesco Senior Loan ETF
BKLN
$6.75B
– –
-10,969
Closed -$244K
CRVL icon
692
CorVel
CRVL
$3.09B
– –
-5,802
Closed -$205K
EFX icon
693
Equifax
EFX
$21.4B
– –
-3,221
Closed -$621K
EQT icon
694
EQT Corp
EQT
$34B
– –
-22,593
Closed -$287K
FSLY icon
695
Fastly Inc
FSLY
$4.58B
– –
-2,445
Closed -$214K
GVI icon
696
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
– –
-1,733
Closed -$204K
ICUI icon
697
ICU Medical
ICUI
$4.55B
– –
-989
Closed -$212K
JD icon
698
JD.com
JD
$43.1B
– –
-25,010
Closed -$2.2M
K
699
DELISTED
Kellanova
K
– –
-3,788
Closed -$221K
LEG icon
700
Leggett & Platt
LEG
$1.3B
– –
-6,087
Closed -$270K
25 26 27
28
29

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
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MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.