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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
VONG icon
126
Vanguard Russell 1000 Growth ETF
VONG
$45.6B
$8.12M 0.18%
116,269
+47,065
+68% +$3.12M
INGR icon
127
Ingredion
INGR
$6.53B
$7.92M 0.18%
87,570
+26,329
+43% +$2.46M
KRE icon
128
State Street SPDR S&P Regional Banking ETF
KRE
$4.56B
$7.89M 0.18%
120,431
+30,558
+34% +$2.09M
IWN icon
129
iShares Russell 2000 Value ETF
IWN
$14.5B
$7.75M 0.17%
46,743
+3,036
+7% +$501K
TSLA icon
130
Tesla
TSLA
$1.31T
$7.66M 0.17%
33,795
+3,351
+11% +$727K
EXPD icon
131
Expeditors International
EXPD
$23.3B
$7.48M 0.17%
59,097
+11,313
+24% +$1.34M
MDLZ icon
132
Mondelez International
MDLZ
$78.5B
$7.4M 0.17%
118,486
-5,568
-4% -$343K
LRCX icon
133
Lam Research
LRCX
$383B
$7.38M 0.17%
113,440
+76,040
+203% +$4.8M
AMAT icon
134
Applied Materials
AMAT
$415B
$7.29M 0.16%
51,179
+3,108
+6% +$417K
MMM icon
135
3M
MMM
$93.9B
$7.09M 0.16%
42,678
+4,847
+13% +$809K
FISV
136
Fiserv Inc
FISV
$27.8B
$7.01M 0.16%
65,563
-7,402
-10% -$861K
FLOT icon
137
iShares Floating Rate Bond ETF
FLOT
$10.5B
$6.83M 0.15%
134,365
+7,798
+6% +$396K
BWA icon
138
BorgWarner
BWA
$14.1B
$6.77M 0.15%
158,489
+44,044
+38% +$1.94M
SPDW icon
139
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$6.74M 0.15%
183,251
-113,852
-38% -$4.22M
QQQ icon
140
Invesco QQQ Trust
QQQ
$479B
$6.7M 0.15%
18,901
+527
+3% +$177K
MCK icon
141
McKesson
MCK
$103B
$6.52M 0.15%
+34,085
New +$6.58M
SLYV icon
142
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$6.49M 0.15%
75,668
-32,270
-30% -$2.75M
LOW icon
143
Lowe's Companies
LOW
$123B
$6.38M 0.14%
32,916
+51
+0.2% +$9.98K
BLK icon
144
Blackrock
BLK
$175B
$6.18M 0.14%
7,060
-172
-2% -$145K
ESGE icon
145
iShares ESG Aware MSCI EM ETF
ESGE
$6.69B
$6.01M 0.13%
133,222
+5,501
+4% +$244K
WHR icon
146
Whirlpool
WHR
$2.75B
$5.92M 0.13%
+27,132
New +$6.32M
SUSA icon
147
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$5.87M 0.13%
61,411
+4,641
+8% +$429K
RSP icon
148
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.75M 0.13%
38,147
-1,113
-3% -$166K
MA icon
149
Mastercard
MA
$493B
$5.74M 0.13%
15,725
+1,215
+8% +$452K
EMR icon
150
Emerson Electric
EMR
$88.5B
$5.66M 0.13%
58,852
+4,453
+8% +$419K
4 5
6
7 8

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BAM
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ACI
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ACM
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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.