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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
IBB icon
76
iShares Biotechnology ETF
IBB
$9.87B
$14.7M 0.36%
96,920
-1,432
-1% -$205K
MSCI icon
77
MSCI
MSCI
$40.5B
$14.1M 0.35%
31,575
-341
-1% -$134K
QRVO icon
78
Qorvo
QRVO
$8.48B
$13.6M 0.34%
81,753
+15,352
+23% +$2.26M
PDBC icon
79
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$13.2M 0.33%
862,778
-18,745
-2% -$267K
BBY icon
80
Best Buy
BBY
$17.5B
$12.9M 0.32%
129,098
+121
+0.1% +$13.5K
LMT icon
81
Lockheed Martin
LMT
$138B
$12.6M 0.31%
35,542
-357
-1% -$131K
HYG icon
82
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$12.5M 0.31%
143,203
-1,693
-1% -$145K
IWD icon
83
iShares Russell 1000 Value ETF
IWD
$83.8B
$12.1M 0.3%
88,423
-21,171
-19% -$2.72M
MRK icon
84
Merck
MRK
$327B
$11.8M 0.29%
150,984
+9,507
+7% +$727K
DG icon
85
Dollar General
DG
$26.2B
$11.7M 0.29%
55,527
-689
-1% -$147K
VB icon
86
Vanguard Morningstar Small-Cap ETF
VB
$82.6B
$11.5M 0.29%
59,299
+8,305
+16% +$1.47M
AON icon
87
Aon
AON
$74.6B
$11.3M 0.28%
53,540
-2,433
-4% -$497K
GLD icon
88
SPDR Gold Trust
GLD
$144B
$11.3M 0.28%
63,118
-3,091
-5% -$544K
TGT icon
89
Target
TGT
$69B
$10.7M 0.27%
60,663
-5,086
-8% -$848K
PFE icon
90
Pfizer
PFE
$150B
$10.7M 0.26%
290,407
-28,220
-9% -$1.04M
SPDW icon
91
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.9B
$10.7M 0.26%
315,615
-16,860
-5% -$531K
CMCSA icon
92
Comcast
CMCSA
$89.8B
$10.4M 0.26%
199,043
-6,646
-3% -$318K
FAST icon
93
Fastenal
FAST
$59.6B
$10.3M 0.26%
423,648
+28,294
+7% +$666K
MCHI icon
94
iShares MSCI China ETF
MCHI
$6.22B
$10.3M 0.25%
+126,817
New +$10M
AMGN icon
95
Amgen
AMGN
$225B
$9.86M 0.24%
42,898
-2,429
-5% -$560K
T icon
96
AT&T
T
$167B
$9.8M 0.24%
451,383
-36,647
-8% -$790K
IWO icon
97
iShares Russell 2000 Growth ETF
IWO
$15B
$9.79M 0.24%
34,148
+2,005
+6% +$511K
TT icon
98
Trane Technologies
TT
$106B
$9.7M 0.24%
66,790
-330
-0.5% -$45.6K
LIN icon
99
Linde
LIN
$223B
$9.47M 0.23%
35,937
+4,579
+15% +$1.12M
LLY icon
100
Eli Lilly
LLY
$1.09T
$9.38M 0.23%
55,528
-474
-0.8% -$70.8K
2 3
4
5 6

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BAM
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ACI
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ACM
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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.