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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
CMI icon
101
Cummins
CMI
$87.7B
$10.5M 0.24%
43,229
+374
+0.9% +$95.6K
ORCL icon
102
Oracle
ORCL
$416B
$10.4M 0.23%
134,055
-958
-0.7% -$75K
EL icon
103
Estee Lauder
EL
$31.7B
$10.2M 0.23%
32,152
+5,756
+22% +$1.75M
GLD icon
104
SPDR Gold Trust
GLD
$143B
$10.1M 0.23%
61,052
-580
-0.9% -$98.6K
XOM icon
105
ExxonMobil
XOM
$659B
$9.9M 0.22%
156,968
+5,416
+4% +$323K
IDXX icon
106
Idexx Laboratories
IDXX
$46.8B
$9.89M 0.22%
15,661
+9,306
+146% +$5.14M
T icon
107
AT&T
T
$167B
$9.62M 0.22%
442,764
-14,753
-3% -$336K
MS icon
108
Morgan Stanley
MS
$338B
$9.33M 0.21%
101,802
-1,158
-1% -$99.3K
PFE icon
109
Pfizer
PFE
$152B
$9.29M 0.21%
237,217
-43,702
-16% -$1.7M
EA
110
DELISTED
Electronic Arts
EA
$9.28M 0.21%
64,509
+8,953
+16% +$1.27M
IWB icon
111
iShares Russell 1000 ETF
IWB
$50.1B
$8.96M 0.2%
36,999
+975
+3% +$230K
ADP icon
112
Automatic Data Processing
ADP
$108B
$8.89M 0.2%
44,755
+4,837
+12% +$940K
C icon
113
Citigroup
C
$228B
$8.8M 0.2%
124,416
+445
+0.4% +$32.9K
RTX icon
114
RTX Corp
RTX
$302B
$8.71M 0.2%
102,129
+7,637
+8% +$643K
WMT icon
115
Walmart Inc
WMT
$896B
$8.68M 0.19%
184,617
+13,857
+8% +$645K
CVS icon
116
CVS Health
CVS
$120B
$8.62M 0.19%
103,248
+1,480
+1% +$121K
CHD icon
117
Church & Dwight Co
CHD
$24.4B
$8.57M 0.19%
100,596
-2,275
-2% -$197K
USB icon
118
US Bancorp
USB
$100B
$8.53M 0.19%
149,691
+1,238
+0.8% +$72.6K
PGR icon
119
Progressive
PGR
$124B
$8.51M 0.19%
86,596
+56
+0.1% +$5.54K
VNQ icon
120
Vanguard Real Estate ETF
VNQ
$38.5B
$8.46M 0.19%
83,086
+256
+0.3% +$25.4K
MDT icon
121
Medtronic
MDT
$115B
$8.37M 0.19%
67,456
-2,664
-4% -$334K
KO icon
122
Coca-Cola
KO
$374B
$8.28M 0.19%
152,943
+3,938
+3% +$214K
PNC icon
123
PNC Financial Services
PNC
$101B
$8.25M 0.18%
43,256
-770
-2% -$145K
ORLY icon
124
O'Reilly Automotive
ORLY
$75.7B
$8.22M 0.18%
217,665
+22,935
+12% +$823K
MRSH
125
Marsh
MRSH
$91.6B
$8.15M 0.18%
57,913
-34
-0.1% -$4.56K
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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PP
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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.