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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
TSLA icon
126
Tesla
TSLA
$1.31T
$6.61M 0.16%
28,101
+2,517
+10% +$430K
COP icon
127
ConocoPhillips
COP
$151B
$6.54M 0.16%
163,591
-6,977
-4% -$257K
USB icon
128
US Bancorp
USB
$100B
$6.49M 0.16%
139,371
-916
-0.7% -$38.8K
PNC icon
129
PNC Financial Services
PNC
$101B
$6.27M 0.16%
42,072
+2,824
+7% +$361K
NVDA icon
130
NVIDIA
NVDA
$5.27T
$6.25M 0.15%
478,520
+175,320
+58% +$2.35M
RTX icon
131
RTX Corp
RTX
$302B
$6.12M 0.15%
85,537
-3,334
-4% -$219K
KMB icon
132
Kimberly-Clark
KMB
$36.1B
$6.06M 0.15%
44,950
-4,375
-9% -$613K
QQQ icon
133
Invesco QQQ Trust
QQQ
$478B
$6M 0.15%
19,128
-894
-4% -$262K
FLOT icon
134
iShares Floating Rate Bond ETF
FLOT
$10.5B
$5.78M 0.14%
113,931
+6,851
+6% +$347K
BLK icon
135
Blackrock
BLK
$178B
$5.56M 0.14%
7,712
-2,261
-23% -$1.5M
MA icon
136
Mastercard
MA
$492B
$5.34M 0.13%
14,954
-683
-4% -$227K
MMM icon
137
3M
MMM
$94.4B
$5.3M 0.13%
36,253
-2,395
-6% -$340K
LOW icon
138
Lowe's Companies
LOW
$124B
$5.22M 0.13%
32,518
-5,693
-15% -$925K
TIP icon
139
iShares TIPS Bond ETF
TIP
$14.7B
$5.2M 0.13%
40,709
+149
+0.4% +$18.8K
RSP icon
140
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$5.19M 0.13%
40,665
-2,107
-5% -$251K
BMY icon
141
Bristol-Myers Squibb
BMY
$130B
$4.96M 0.12%
79,890
-2,173
-3% -$134K
WM icon
142
Waste Management
WM
$90.7B
$4.96M 0.12%
42,024
-7,420
-15% -$865K
IWN icon
143
iShares Russell 2000 Value ETF
IWN
$14.6B
$4.83M 0.12%
36,648
+5,682
+18% +$671K
MUB icon
144
iShares National Muni Bond ETF
MUB
$45.8B
$4.65M 0.12%
39,654
+27
+0.1% +$3.14K
AWK icon
145
American Water Works
AWK
$27B
$4.63M 0.11%
30,171
-4,959
-14% -$763K
BWZ icon
146
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
$4.59M 0.11%
139,864
-387,786
-73% -$12.4M
IJK icon
147
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$4.48M 0.11%
62,067
-385
-0.6% -$25.7K
VEU icon
148
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$4.47M 0.11%
76,557
+1,508
+2% +$82.2K
CAT icon
149
Caterpillar
CAT
$388B
$4.41M 0.11%
24,219
-955
-4% -$162K
NRG icon
150
NRG Energy
NRG
$25.2B
$4.39M 0.11%
116,940
-11,655
-9% -$384K
4 5
6
7 8

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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.