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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
PANW icon
701
Palo Alto Networks
PANW
$313B
– –
-3,612
Closed -$214K
PODD icon
702
Insulet
PODD
$10B
– –
-1,463
Closed -$374K
PPC icon
703
Pilgrim's Pride
PPC
$6.4B
– –
-18,545
Closed -$364K
RDN icon
704
Radian Group
RDN
$4.86B
– –
-44,156
Closed -$894K
SNY icon
705
Sanofi
SNY
$104B
– –
-14,022
Closed -$681K
SON icon
706
Sonoco
SON
$5.71B
– –
-6,083
Closed -$360K
SSNC icon
707
SS&C Technologies
SSNC
$18.7B
– –
-3,060
Closed -$223K
TAK icon
708
Takeda Pharmaceutical
TAK
$55.8B
– –
-10,144
Closed -$185K
TDS icon
709
Telephone and Data Systems
TDS
$3.84B
– –
-11,896
Closed -$221K
TFX icon
710
Teleflex
TFX
$5.91B
– –
-513
Closed -$211K
VRTX icon
711
Vertex Pharmaceuticals
VRTX
$134B
– –
-1,089
Closed -$257K
GAP
712
The Gap Inc
GAP
$7.55B
– –
-13,887
Closed -$280K
LTHM
713
DELISTED
Livent Corporation
LTHM
– –
-23,238
Closed -$438K
CVET
714
DELISTED
Covetrus, Inc. Common Stock
CVET
– –
-13,284
Closed -$382K
RDS.B
715
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
– –
-6,281
Closed -$211K
PE
716
DELISTED
PARSLEY ENERGY INC
PE
– –
-39,793
Closed -$565K
25 26 27 28
29

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ACI
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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.