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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
CVX icon
51
Chevron
CVX
$382B
$24.3M 0.54%
232,005
-665
-0.3% -$70.2K
SPYV icon
52
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$23.7M 0.53%
598,982
-113,561
-16% -$4.49M
UNP icon
53
Union Pacific
UNP
$174B
$23.5M 0.53%
106,846
-228
-0.2% -$50.8K
DIS icon
54
Walt Disney
DIS
$178B
$23M 0.51%
130,585
-29,893
-19% -$5.38M
PEP icon
55
PepsiCo
PEP
$188B
$22.6M 0.51%
152,760
-13,737
-8% -$2M
PG icon
56
Procter & Gamble
PG
$340B
$22.1M 0.49%
163,685
+1,018
+0.6% +$138K
IWO icon
57
iShares Russell 2000 Growth ETF
IWO
$14.9B
$21.9M 0.49%
70,151
+37,845
+117% +$11.4M
INTC icon
58
Intel
INTC
$492B
$21.4M 0.48%
381,844
-17,739
-4% -$1.04M
ZTS icon
59
Zoetis
ZTS
$30.9B
$21.4M 0.48%
114,794
-16,239
-12% -$2.82M
ACN icon
60
Accenture
ACN
$109B
$21.3M 0.48%
72,208
+25
+0% +$7.16K
VBR icon
61
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$21.3M 0.48%
122,448
-26,873
-18% -$4.66M
ITW icon
62
Illinois Tool Works
ITW
$83.9B
$21.1M 0.47%
94,271
-580
-0.6% -$133K
IJS icon
63
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$20.4M 0.46%
193,646
-38,550
-17% -$4.03M
AVY icon
64
Avery Dennison
AVY
$13.5B
$20.3M 0.45%
96,378
+248
+0.3% +$52.1K
VZ icon
65
Verizon
VZ
$195B
$19.2M 0.43%
341,851
-3,106
-0.9% -$178K
IWR icon
66
iShares Russell Mid-Cap ETF
IWR
$57.5B
$19.1M 0.43%
241,665
-20
-0% -$1.55K
EW icon
67
Edwards Lifesciences
EW
$53B
$18.8M 0.42%
181,771
-543
-0.3% -$51.2K
ABT icon
68
Abbott
ABT
$188B
$18.8M 0.42%
162,271
-61,432
-27% -$7.16M
CSCO icon
69
Cisco
CSCO
$483B
$18.4M 0.41%
347,809
-7,287
-2% -$383K
MDY icon
70
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$17.5M 0.39%
35,611
-429
-1% -$212K
IUSV icon
71
iShares Core S&P US Value ETF
IUSV
$27.8B
$17.5M 0.39%
242,881
-700
-0.3% -$50.3K
REET icon
72
iShares Global REIT ETF
REET
$5.04B
$17.3M 0.39%
623,348
-311,753
-33% -$8.52M
QRVO icon
73
Qorvo
QRVO
$8.56B
$17M 0.38%
87,010
+1,398
+2% +$258K
USIG icon
74
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$16.8M 0.38%
+277,448
New +$16.6M
ECL icon
75
Ecolab
ECL
$79.7B
$16.8M 0.38%
81,370
-976
-1% -$212K
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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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.