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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
VLO icon
676
Valero Energy
VLO
$93.3B
$235K 0.01%
3,016
-89
-3% -$6.89K
FLTW icon
677
Franklin FTSE Taiwan ETF
FLTW
$3.12B
$234K 0.01%
5,231
– –
CABO icon
678
Cable One
CABO
$192M
$232K 0.01%
121
-16
-12% -$28.8K
ISRG icon
679
Intuitive Surgical
ISRG
$142B
$232K 0.01%
756
-57
-7% -$16K
RDS.A
680
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$231K 0.01%
+5,713
New +$227K
PAG icon
681
Penske Automotive Group
PAG
$14.2B
$228K 0.01%
3,015
+5
+0.2% +$418
VMW
682
DELISTED
VMware, Inc
VMW
$228K 0.01%
1,423
-142
-9% -$22.7K
EIDO icon
683
iShares MSCI Indonesia ETF
EIDO
$484M
$227K 0.01%
11,206
– –
CRVL icon
684
CorVel
CRVL
$3.09B
$225K 0.01%
+5,034
New +$199K
WPC icon
685
W.P. Carey
WPC
$15.9B
$225K 0.01%
+3,073
New +$225K
HII icon
686
Huntington Ingalls Industries
HII
$12.9B
$224K 0.01%
1,064
+49
+5% +$10.4K
HPE icon
687
Hewlett Packard
HPE
$72B
$224K 0.01%
+15,334
New +$242K
WBD icon
688
Warner Bros
WBD
$67.9B
$223K 0.01%
7,279
-930
-11% -$32.3K
CATC
689
DELISTED
CAMBRIDGE BANCORP
CATC
$223K 0.01%
2,684
-580
-18% -$49.5K
DRI icon
690
Darden Restaurants
DRI
$25B
$222K 0.01%
1,523
-60
-4% -$8.44K
CDK
691
DELISTED
CDK Global, Inc.
CDK
$222K 0.01%
+4,461
New +$236K
AAL icon
692
American Airlines Group
AAL
$10.1B
$221K ﹤0.01%
+10,410
New +$236K
STNG icon
693
CALL
Scorpio Tankers
STNG
$3.72B
$221K ﹤0.01%
10,000
– –
SPXC icon
694
SPX Corp
SPXC
$10.9B
$220K ﹤0.01%
3,595
– –
SYF icon
695
Synchrony
SYF
$25.5B
$217K ﹤0.01%
+4,472
New +$204K
TPR icon
696
Tapestry
TPR
$32.4B
$214K ﹤0.01%
+4,911
New +$219K
SIRI icon
697
SiriusXM
SIRI
$9.61B
$212K ﹤0.01%
3,239
– –
SONY icon
698
Sony
SONY
$139B
$211K ﹤0.01%
+10,830
New +$219K
TAP icon
699
Molson Coors Class B
TAP
$7.83B
$209K ﹤0.01%
3,896
-3,716
-49% -$208K
XEL icon
700
Xcel Energy
XEL
$48.5B
$209K ﹤0.01%
3,165
+20
+0.6% +$1.39K
26 27
28
29 30

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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.