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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
LAMR icon
101
Lamar Advertising Co
LAMR
$15.6B
$9.25M 0.23%
111,122
-9,924
-8% -$742K
CHD icon
102
Church & Dwight Co
CHD
$24.4B
$9.15M 0.23%
104,952
-437
-0.4% -$38.7K
EA
103
DELISTED
Electronic Arts
EA
$9.04M 0.22%
62,952
-400
-0.6% -$51.6K
MDLZ icon
104
Mondelez International
MDLZ
$78.9B
$9.04M 0.22%
154,615
-110,477
-42% -$6.31M
PGR icon
105
Progressive
PGR
$123B
$8.74M 0.22%
88,390
-1,151
-1% -$109K
ABBV icon
106
AbbVie
ABBV
$442B
$8.56M 0.21%
79,872
-4,123
-5% -$396K
ORCL icon
107
Oracle
ORCL
$419B
$8.5M 0.21%
131,453
-16,334
-11% -$972K
CMI icon
108
Cummins
CMI
$87.1B
$8.5M 0.21%
37,418
-517
-1% -$116K
MDT icon
109
Medtronic
MDT
$116B
$8.43M 0.21%
71,988
-5,431
-7% -$598K
KO icon
110
Coca-Cola
KO
$372B
$8.37M 0.21%
152,619
+943
+0.6% +$48.8K
WMT icon
111
Walmart Inc
WMT
$901B
$8.16M 0.2%
169,734
-14,106
-8% -$685K
NDAQ icon
112
Nasdaq
NDAQ
$53.1B
$8.08M 0.2%
182,646
+429
+0.2% +$18.2K
SLYV icon
113
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$8.07M 0.2%
121,937
-10,345
-8% -$615K
MS icon
114
Morgan Stanley
MS
$338B
$7.67M 0.19%
111,878
+15,806
+16% +$907K
VNQ icon
115
Vanguard Real Estate ETF
VNQ
$38.3B
$7.36M 0.18%
86,649
-4,790
-5% -$397K
IWB icon
116
iShares Russell 1000 ETF
IWB
$50B
$7.34M 0.18%
34,644
-627
-2% -$125K
C icon
117
Citigroup
C
$228B
$7.27M 0.18%
117,845
-16,894
-13% -$859K
CVS icon
118
CVS Health
CVS
$120B
$6.89M 0.17%
100,824
-7,133
-7% -$464K
XOM icon
119
ExxonMobil
XOM
$657B
$6.86M 0.17%
166,479
-28,119
-14% -$1.05M
ADP icon
120
Automatic Data Processing
ADP
$108B
$6.86M 0.17%
38,940
-2,649
-6% -$435K
MRSH
121
Marsh
MRSH
$91.3B
$6.81M 0.17%
58,240
-578
-1% -$65.7K
OKE icon
122
Oneok
OKE
$57.7B
$6.8M 0.17%
177,060
-7,713
-4% -$259K
LW icon
123
Lamb Weston
LW
$7.23B
$6.72M 0.17%
85,378
-9,655
-10% -$703K
DOV icon
124
Dover
DOV
$28.1B
$6.67M 0.17%
52,862
+45,936
+663% +$5.46M
EL icon
125
Estee Lauder
EL
$31.8B
$6.67M 0.17%
25,049
+22,177
+772% +$5.34M
3 4
5
6 7

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BAM
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ACI
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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.