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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
MXIM
701
DELISTED
Maxim Integrated Products
MXIM
$209K ﹤0.01%
+1,981
New +$194K
CTSH icon
702
Cognizant
CTSH
$26.3B
$208K ﹤0.01%
3,006
-647
-18% -$48.2K
VNQI icon
703
Vanguard Global ex-US Real Estate ETF
VNQI
$3.51B
$207K ﹤0.01%
+3,550
New +$207K
HIG icon
704
Hartford Financial Services
HIG
$38.5B
$206K ﹤0.01%
+3,326
New +$218K
URI icon
705
United Rentals
URI
$71.8B
$205K ﹤0.01%
644
-2
-0.3% -$646
TM icon
706
Toyota
TM
$224B
$204K ﹤0.01%
+1,167
New +$192K
JBLU icon
707
JetBlue
JBLU
$2.19B
$203K ﹤0.01%
12,078
-51
-0.4% -$988
SLB icon
708
SLB Ltd
SLB
$79.3B
$203K ﹤0.01%
+6,347
New +$195K
RDS.B
709
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$202K ﹤0.01%
+5,213
New +$196K
DFAS icon
710
Dimensional US Small Cap ETF
DFAS
$15.8B
$201K ﹤0.01%
+3,440
New +$200K
NXPI icon
711
NXP Semiconductors
NXPI
$59B
$201K ﹤0.01%
+978
New +$196K
VTWO icon
712
Vanguard Russell 2000 ETF
VTWO
$17.3B
$201K ﹤0.01%
2,167
-185
-8% -$16.8K
LUMN icon
713
Lumen
LUMN
$6.54B
$141K ﹤0.01%
+10,389
New +$143K
ZNGA
714
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$130K ﹤0.01%
12,185
-475
-4% -$5K
MDXG icon
715
MiMedx Group
MDXG
$631M
$125K ﹤0.01%
10,000
– –
FNB icon
716
FNB Corp
FNB
$6.81B
$124K ﹤0.01%
+10,043
New +$130K
WIT icon
717
Wipro
WIT
$19.5B
$115K ﹤0.01%
+29,502
New +$110K
SVACU
718
DELISTED
Starboard Value Acquisition Corp. Unit
SVACU
$112K ﹤0.01%
10,855
– –
BKT icon
719
BlackRock Income Trust
BKT
$341M
$111K ﹤0.01%
5,833
– –
ACGN
720
DELISTED
Aceragen Inc
ACGN
$14K ﹤0.01%
+687
New +$13.8K
EQH icon
721
Equitable Holdings
EQH
$14B
– –
-6,225
Closed -$203K
HAPN
722
Happen Inc
HAPN
$2.24B
– –
-31,532
Closed -$340K
M icon
723
Macy's
M
$6.5B
– –
-10,316
Closed -$167K
SMG icon
724
ScottsMiracle-Gro
SMG
$3.62B
– –
-871
Closed -$213K
TCBI icon
725
Texas Capital Bancshares
TCBI
$4.36B
– –
-2,842
Closed -$202K
26 27 28
29
30

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SCC
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BAM
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ACI
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ACM
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MXM
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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.