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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
IWO icon
101
iShares Russell 2000 Growth ETF
IWO
$14.9B
$9.72M 0.23%
32,306
-1,842
-5% -$572K
ABBV icon
102
AbbVie
ABBV
$442B
$9.58M 0.23%
88,560
+8,688
+11% +$929K
ORCL icon
103
Oracle
ORCL
$419B
$9.47M 0.23%
135,013
+3,560
+3% +$230K
COP icon
104
ConocoPhillips
COP
$151B
$9.23M 0.22%
174,318
+10,727
+7% +$529K
C icon
105
Citigroup
C
$228B
$9.02M 0.22%
123,971
+6,126
+5% +$409K
CHD icon
106
Church & Dwight Co
CHD
$24.4B
$8.99M 0.21%
102,871
-2,081
-2% -$174K
NDAQ icon
107
Nasdaq
NDAQ
$53.1B
$8.97M 0.21%
182,469
-177
-0.1% -$8.4K
SLYV icon
108
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$8.85M 0.21%
107,938
-13,999
-11% -$1.08M
FISV
109
Fiserv Inc
FISV
$28B
$8.69M 0.21%
72,965
-57,082
-44% -$6.55M
XOM icon
110
ExxonMobil
XOM
$657B
$8.46M 0.2%
151,552
-14,927
-9% -$783K
MDT icon
111
Medtronic
MDT
$116B
$8.28M 0.2%
70,120
-1,868
-3% -$219K
PGR icon
112
Progressive
PGR
$123B
$8.27M 0.2%
86,540
-1,850
-2% -$168K
USB icon
113
US Bancorp
USB
$100B
$8.21M 0.2%
148,453
+9,082
+7% +$454K
IWB icon
114
iShares Russell 1000 ETF
IWB
$50B
$8.06M 0.19%
36,024
+1,380
+4% +$302K
MS icon
115
Morgan Stanley
MS
$338B
$8M 0.19%
102,960
-8,918
-8% -$683K
KO icon
116
Coca-Cola
KO
$372B
$7.85M 0.19%
149,005
-3,614
-2% -$182K
WMT icon
117
Walmart Inc
WMT
$901B
$7.73M 0.18%
170,760
+1,026
+0.6% +$47.5K
PNC icon
118
PNC Financial Services
PNC
$101B
$7.72M 0.18%
44,026
+1,954
+5% +$322K
EL icon
119
Estee Lauder
EL
$31.8B
$7.68M 0.18%
26,396
+1,347
+5% +$369K
CVS icon
120
CVS Health
CVS
$120B
$7.66M 0.18%
101,768
+944
+0.9% +$68.8K
VNQ icon
121
Vanguard Real Estate ETF
VNQ
$38.3B
$7.61M 0.18%
82,830
-3,819
-4% -$336K
ADP icon
122
Automatic Data Processing
ADP
$108B
$7.52M 0.18%
39,918
+978
+3% +$170K
EA
123
DELISTED
Electronic Arts
EA
$7.52M 0.18%
55,556
-7,396
-12% -$1.02M
RTX icon
124
RTX Corp
RTX
$302B
$7.3M 0.17%
94,492
+8,955
+10% +$654K
MDLZ icon
125
Mondelez International
MDLZ
$78.9B
$7.26M 0.17%
124,054
-30,561
-20% -$1.73M
3 4
5
6 7

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SCC
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BAM
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ACI
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ACM
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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.