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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
HYG icon
76
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$16.6M 0.37%
188,039
+10,363
+6% +$905K
VB icon
77
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$15.9M 0.36%
70,694
+2,727
+4% +$604K
SHM icon
78
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$15.5M 0.35%
313,434
-12,921
-4% -$641K
IBB icon
79
iShares Biotechnology ETF
IBB
$9.82B
$15.5M 0.35%
94,542
-1,638
-2% -$252K
PDBC icon
80
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.63B
$15.4M 0.34%
765,966
-93,183
-11% -$1.77M
TGT icon
81
Target
TGT
$69B
$14.6M 0.33%
60,523
+1,932
+3% +$423K
TT icon
82
Trane Technologies
TT
$105B
$14.4M 0.32%
78,057
+1,154
+2% +$206K
MSCI icon
83
MSCI
MSCI
$40.9B
$14.4M 0.32%
26,920
-1,344
-5% -$641K
BBY icon
84
Best Buy
BBY
$17.4B
$14M 0.31%
121,778
-2,455
-2% -$287K
AMP icon
85
Ameriprise Financial
AMP
$49.2B
$13.9M 0.31%
55,893
+2,192
+4% +$553K
IWD icon
86
iShares Russell 1000 Value ETF
IWD
$84.2B
$13.5M 0.3%
85,191
-5,238
-6% -$829K
FAST icon
87
Fastenal
FAST
$59.8B
$13.4M 0.3%
514,234
+7,928
+2% +$206K
OKE icon
88
Oneok
OKE
$56.9B
$12.5M 0.28%
224,485
+7,833
+4% +$417K
DOV icon
89
Dover
DOV
$28.3B
$12.3M 0.28%
81,958
+3,876
+5% +$572K
DG icon
90
Dollar General
DG
$27B
$12M 0.27%
55,599
-105
-0.2% -$22.1K
AON icon
91
Aon
AON
$75.7B
$12M 0.27%
50,345
-532
-1% -$130K
MRK icon
92
Merck
MRK
$323B
$12M 0.27%
153,958
-3,401
-2% -$253K
LLY icon
93
Eli Lilly
LLY
$1.1T
$11.8M 0.26%
51,483
-3,004
-6% -$603K
CMCSA icon
94
Comcast
CMCSA
$89.4B
$11.4M 0.26%
200,677
-3,014
-1% -$169K
LAMR icon
95
Lamar Advertising Co
LAMR
$15.7B
$11.4M 0.26%
109,436
-449
-0.4% -$45.7K
TJX icon
96
TJX Companies
TJX
$175B
$11.1M 0.25%
164,875
-45,301
-22% -$3.09M
AMGN icon
97
Amgen
AMGN
$226B
$10.9M 0.24%
44,885
+102
+0.2% +$25.1K
ABBV icon
98
AbbVie
ABBV
$438B
$10.8M 0.24%
95,728
+7,168
+8% +$807K
COP icon
99
ConocoPhillips
COP
$148B
$10.7M 0.24%
175,388
+1,070
+0.6% +$59.6K
NDAQ icon
100
Nasdaq
NDAQ
$53.4B
$10.6M 0.24%
181,593
-876
-0.5% -$48.2K
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 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.