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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
VB icon
76
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$14.6M 0.35%
67,967
+8,668
+15% +$1.83M
IBB icon
77
iShares Biotechnology ETF
IBB
$9.81B
$14.5M 0.35%
96,180
-740
-0.8% -$118K
BBY icon
78
Best Buy
BBY
$17.6B
$14.3M 0.34%
124,233
-4,865
-4% -$545K
TJX icon
79
TJX Companies
TJX
$172B
$13.9M 0.33%
210,176
-92,201
-30% -$6.17M
IWD icon
80
iShares Russell 1000 Value ETF
IWD
$84B
$13.7M 0.33%
90,429
+2,006
+2% +$290K
NVDA icon
81
NVIDIA
NVDA
$5.27T
$13.3M 0.32%
998,440
+519,920
+109% +$6.99M
TT icon
82
Trane Technologies
TT
$106B
$12.7M 0.3%
76,903
+10,113
+15% +$1.57M
FAST icon
83
Fastenal
FAST
$60.1B
$12.7M 0.3%
506,306
+82,658
+20% +$1.98M
AMP icon
84
Ameriprise Financial
AMP
$49.7B
$12.5M 0.3%
53,701
+42,666
+387% +$9.23M
MSCI icon
85
MSCI
MSCI
$40.8B
$11.8M 0.28%
28,264
-3,311
-10% -$1.39M
AON icon
86
Aon
AON
$75.6B
$11.7M 0.28%
50,877
-2,663
-5% -$586K
TGT icon
87
Target
TGT
$69.2B
$11.6M 0.28%
58,591
-2,072
-3% -$388K
MRK icon
88
Merck
MRK
$322B
$11.6M 0.28%
157,359
+6,375
+4% +$470K
DG icon
89
Dollar General
DG
$26.5B
$11.3M 0.27%
55,704
+177
+0.3% +$35.1K
AMGN icon
90
Amgen
AMGN
$224B
$11.1M 0.27%
44,783
+1,885
+4% +$450K
CMI icon
91
Cummins
CMI
$87.1B
$11.1M 0.27%
42,855
+5,437
+15% +$1.36M
CMCSA icon
92
Comcast
CMCSA
$91B
$11M 0.26%
203,691
+4,648
+2% +$246K
OKE icon
93
Oneok
OKE
$57.7B
$11M 0.26%
216,652
+39,592
+22% +$1.8M
DOV icon
94
Dover
DOV
$28.1B
$10.7M 0.26%
78,082
+25,220
+48% +$3.21M
SPDW icon
95
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$10.5M 0.25%
297,103
-18,512
-6% -$649K
T icon
96
AT&T
T
$168B
$10.5M 0.25%
457,517
+6,134
+1% +$136K
LAMR icon
97
Lamar Advertising Co
LAMR
$15.6B
$10.3M 0.25%
109,885
-1,237
-1% -$109K
LLY icon
98
Eli Lilly
LLY
$1.08T
$10.2M 0.24%
54,487
-1,041
-2% -$204K
PFE icon
99
Pfizer
PFE
$152B
$10.2M 0.24%
280,919
-9,488
-3% -$337K
GLD icon
100
SPDR Gold Trust
GLD
$143B
$9.86M 0.24%
61,632
-1,486
-2% -$250K
2 3
4
5 6

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
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.