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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
IWF icon
51
iShares Russell 1000 Growth ETF
IWF
$127B
$24.1M 0.58%
396,924
+14,036
+4% +$854K
NKE icon
52
Nike
NKE
$61.3B
$23.9M 0.57%
179,905
-1,321
-0.7% -$184K
IVE icon
53
iShares S&P 500 Value ETF
IVE
$50B
$23.9M 0.57%
169,194
+40,760
+32% +$5.49M
REET icon
54
iShares Global REIT ETF
REET
$5.01B
$23.8M 0.57%
935,101
-197,011
-17% -$4.86M
UNP icon
55
Union Pacific
UNP
$174B
$23.6M 0.56%
107,074
+752
+0.7% +$158K
PEP icon
56
PepsiCo
PEP
$189B
$23.6M 0.56%
166,497
-30,349
-15% -$4.16M
IJS icon
57
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$23.4M 0.56%
232,196
-29,491
-11% -$2.79M
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.11T
$22.8M 0.54%
89,108
-759
-0.8% -$184K
PG icon
59
Procter & Gamble
PG
$338B
$22M 0.53%
162,667
-820
-0.5% -$107K
ADBE icon
60
Adobe
ADBE
$105B
$21.9M 0.52%
46,077
-2,809
-6% -$1.31M
ITW icon
61
Illinois Tool Works
ITW
$83.5B
$21M 0.5%
94,851
-677
-0.7% -$141K
ZTS icon
62
Zoetis
ZTS
$31.1B
$20.6M 0.49%
131,033
-2,579
-2% -$409K
VZ icon
63
Verizon
VZ
$196B
$20.1M 0.48%
344,957
+1,035
+0.3% +$58.4K
ACN icon
64
Accenture
ACN
$110B
$19.9M 0.48%
72,183
+7,026
+11% +$1.82M
CSCO icon
65
Cisco
CSCO
$475B
$18.4M 0.44%
355,096
-10,208
-3% -$479K
IWR icon
66
iShares Russell Mid-Cap ETF
IWR
$57.7B
$17.9M 0.43%
241,685
+14,491
+6% +$1.05M
AVY icon
67
Avery Dennison
AVY
$13.6B
$17.7M 0.42%
96,130
-798
-0.8% -$136K
ECL icon
68
Ecolab
ECL
$79.8B
$17.6M 0.42%
82,346
+503
+0.6% +$107K
MDY icon
69
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$17.2M 0.41%
36,040
-1,426
-4% -$650K
IUSV icon
70
iShares Core S&P US Value ETF
IUSV
$27.8B
$16.8M 0.4%
243,581
-5,889
-2% -$386K
SHM icon
71
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$16.2M 0.39%
326,355
+3,162
+1% +$157K
QRVO icon
72
Qorvo
QRVO
$8.53B
$15.6M 0.37%
85,612
+3,859
+5% +$678K
HYG icon
73
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$15.5M 0.37%
177,676
+34,473
+24% +$3M
EW icon
74
Edwards Lifesciences
EW
$54B
$15.2M 0.36%
182,314
-14,254
-7% -$1.21M
PDBC icon
75
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$14.8M 0.35%
859,149
-3,629
-0.4% -$61.1K
1 2
3
4 5

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.