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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
+12.83%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$4.03B
AUM Growth
+$440M
Cap. Flow
+$23.1M
Cap. Flow %
0.57%
Top 10 Hldgs %
24.85%
Holding
673
New
45
Increased
207
Reduced
383
Closed
16

Top Buys

Rank Stock Value
1
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$51.6M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$47.9M
3
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$45.5M
4
MCHI icon
iShares MSCI China ETF
MCHI
+$10M
5
DOV icon
Dover
DOV
+$5.46M

Top Sells

Rank Stock Value
1
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$24.3M
2
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$12.4M
3
INTC icon
Intel
INTC
+$10.4M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$8.89M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$8.47M

Sector Composition

Rank Sector Weight
1 Technology 13.4%
2 Healthcare 8.55%
3 Financials 8.04%
4 Consumer Discretionary 7.89%
5 Industrials 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$127B
$23.1M 0.57%
382,888
-12,688
-3% -$722K
VWO icon
52
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$22.8M 0.57%
455,850
+42,859
+10% +$2.01M
PG icon
53
Procter & Gamble
PG
$338B
$22.7M 0.56%
163,487
-43
-0% -$6.01K
BAC icon
54
Bank of America
BAC
$448B
$22.5M 0.56%
741,365
-31,689
-4% -$849K
VBR icon
55
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$22.1M 0.55%
155,680
-7,997
-5% -$1.03M
UNP icon
56
Union Pacific
UNP
$174B
$22.1M 0.55%
106,322
+5,476
+5% +$1.09M
ZTS icon
57
Zoetis
ZTS
$31.1B
$22.1M 0.55%
133,612
-2,563
-2% -$417K
IJS icon
58
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$21.3M 0.53%
261,687
-13,005
-5% -$945K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.11T
$20.8M 0.52%
89,867
-2,781
-3% -$612K
TJX icon
60
TJX Companies
TJX
$172B
$20.6M 0.51%
302,377
-15,506
-5% -$943K
VZ icon
61
Verizon
VZ
$196B
$20.2M 0.5%
343,922
-1,499
-0.4% -$89K
ITW icon
62
Illinois Tool Works
ITW
$83.5B
$19.5M 0.48%
95,528
+2,212
+2% +$452K
EW icon
63
Edwards Lifesciences
EW
$54B
$17.9M 0.44%
196,568
-9,471
-5% -$786K
CVX icon
64
Chevron
CVX
$386B
$17.7M 0.44%
209,887
-24,302
-10% -$1.97M
ECL icon
65
Ecolab
ECL
$79.8B
$17.7M 0.44%
81,843
-4,764
-6% -$995K
ACN icon
66
Accenture
ACN
$110B
$17M 0.42%
65,157
-216
-0.3% -$51.8K
BWX icon
67
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$16.5M 0.41%
528,145
-797,684
-60% -$24.3M
IVE icon
68
iShares S&P 500 Value ETF
IVE
$50B
$16.4M 0.41%
128,434
+14,352
+13% +$1.74M
CSCO icon
69
Cisco
CSCO
$475B
$16.3M 0.41%
365,304
-52,389
-13% -$2.15M
SHM icon
70
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$16.1M 0.4%
323,193
-35,348
-10% -$1.76M
MDY icon
71
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$15.7M 0.39%
37,466
-997
-3% -$384K
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$57.7B
$15.6M 0.39%
227,194
+7,979
+4% +$508K
IUSV icon
73
iShares Core S&P US Value ETF
IUSV
$27.8B
$15.5M 0.38%
249,470
-57,527
-19% -$3.37M
AVY icon
74
Avery Dennison
AVY
$13.6B
$15M 0.37%
96,928
-4,891
-5% -$708K
FISV
75
Fiserv Inc
FISV
$28B
$14.8M 0.37%
130,047
-8,265
-6% -$891K
1 2
3
4 5

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BAM
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ACI
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People's United Financial's Q4 2020 Portfolio in Review

As of Q4 2020, People's United Financial held 673 positions worth $4.03B, up 12% from $3.6B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

People's United Financial's Q4 2020 filing shows 45 new, 207 increased, 383 reduced and 16 closed positions. Its largest new stake was iShares MSCI USA Momentum Factor ETF: 336,877 shares worth $54.3M. The largest sale was State Street SPDR Bloomberg International Treasury Bond ETF, an estimated $24.3M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q4 2020 buy was iShares MSCI USA Momentum Factor ETF: 336,877 shares worth $54.3M.
  • People's United Financial added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q4 2020, an estimated $47.9M increase.
  • People's United Financial's biggest Q4 2020 reduction was State Street SPDR Bloomberg International Treasury Bond ETF, cutting an estimated $24.3M.
  • People's United Financial fully exited Bank of America Series L in Q4 2020, selling an estimated $1.82M.
  • People's United Financial's ten largest holdings make up 25% of its $4.03B portfolio in Q4 2020.
  • People's United Financial opened 45 new positions and closed 16 in Q4 2020.
  • People's United Financial's portfolio value rose 12% quarter-over-quarter to $4.03B.

Based on People's United Financial's 13F filing for Q4 2020, filed 10 Feb 2021.