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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
MRSH
126
Marsh
MRSH
$91.3B
$7.06M 0.17%
57,947
-293
-0.5% -$33.7K
IWN icon
127
iShares Russell 2000 Value ETF
IWN
$14.6B
$6.97M 0.17%
43,707
+7,059
+19% +$1.07M
TSLA icon
128
Tesla
TSLA
$1.31T
$6.78M 0.16%
30,444
+2,343
+8% +$588K
ORLY icon
129
O'Reilly Automotive
ORLY
$74.9B
$6.58M 0.16%
194,730
+186,915
+2,392% +$5.79M
LW icon
130
Lamb Weston
LW
$7.23B
$6.44M 0.15%
83,128
-2,250
-3% -$177K
FLOT icon
131
iShares Floating Rate Bond ETF
FLOT
$10.5B
$6.43M 0.15%
126,567
+12,636
+11% +$642K
AMAT icon
132
Applied Materials
AMAT
$417B
$6.42M 0.15%
48,071
+2,154
+5% +$238K
LOW icon
133
Lowe's Companies
LOW
$124B
$6.25M 0.15%
32,865
+347
+1% +$59.5K
MMM icon
134
3M
MMM
$94.4B
$6.09M 0.15%
37,831
+1,578
+4% +$236K
KRE icon
135
State Street SPDR S&P Regional Banking ETF
KRE
$4.61B
$5.96M 0.14%
+89,873
New +$5.61M
QQQ icon
136
Invesco QQQ Trust
QQQ
$478B
$5.86M 0.14%
18,374
-754
-4% -$241K
RSP icon
137
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$5.56M 0.13%
39,260
-1,405
-3% -$190K
ESGE icon
138
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$5.53M 0.13%
127,721
+42,334
+50% +$1.88M
INGR icon
139
Ingredion
INGR
$6.6B
$5.51M 0.13%
61,241
+49,956
+443% +$4.27M
BLK icon
140
Blackrock
BLK
$178B
$5.45M 0.13%
7,232
-480
-6% -$348K
LMT icon
141
Lockheed Martin
LMT
$138B
$5.38M 0.13%
14,570
-20,972
-59% -$7.2M
CAT icon
142
Caterpillar
CAT
$388B
$5.21M 0.12%
22,476
-1,743
-7% -$361K
VEU icon
143
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$5.17M 0.12%
85,243
+8,686
+11% +$528K
MA icon
144
Mastercard
MA
$492B
$5.17M 0.12%
14,510
-444
-3% -$155K
EXPD icon
145
Expeditors International
EXPD
$23B
$5.15M 0.12%
+47,784
New +$4.6M
TIP icon
146
iShares TIPS Bond ETF
TIP
$14.7B
$5.13M 0.12%
40,884
+175
+0.4% +$22.1K
WM icon
147
Waste Management
WM
$90.7B
$5.11M 0.12%
39,576
-2,448
-6% -$286K
SUSA icon
148
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$4.99M 0.12%
56,770
+41,423
+270% +$3.53M
EMR icon
149
Emerson Electric
EMR
$91.7B
$4.91M 0.12%
54,399
+1,686
+3% +$145K
BMY icon
150
Bristol-Myers Squibb
BMY
$130B
$4.87M 0.12%
77,202
-2,688
-3% -$167K
4 5
6
7 8

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IA
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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 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.