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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
TRV icon
151
Travelers Companies
TRV
$78.3B
$4.38M 0.11%
31,175
-1,113
-3% -$143K
EMR icon
152
Emerson Electric
EMR
$91.7B
$4.24M 0.11%
52,713
-4,838
-8% -$360K
VO icon
153
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.23M 0.1%
81,804
-1,728
-2% -$83.7K
BA icon
154
Boeing
BA
$184B
$4.2M 0.1%
19,615
+1,858
+10% +$357K
NVS icon
155
Novartis
NVS
$294B
$4.17M 0.1%
44,187
-5,165
-10% -$451K
AJG icon
156
Arthur J. Gallagher & Co
AJG
$65B
$4.1M 0.1%
33,144
-1,426
-4% -$162K
AMAT icon
157
Applied Materials
AMAT
$417B
$3.96M 0.1%
45,917
-1,155
-2% -$85.4K
SIVB
158
DELISTED
SVB Financial Group
SIVB
$3.92M 0.1%
10,099
-341
-3% -$110K
CSX icon
159
CSX Corp
CSX
$92.5B
$3.82M 0.09%
126,414
+27,804
+28% +$799K
WST icon
160
West Pharmaceutical
WST
$24.7B
$3.82M 0.09%
13,488
-2,244
-14% -$630K
SPTS icon
161
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$3.77M 0.09%
122,692
+5,869
+5% +$180K
NVO
162
Novo Nordisk
NVO
$207B
$3.65M 0.09%
104,510
-566
-0.5% -$19.6K
MET icon
163
MetLife
MET
$61.5B
$3.63M 0.09%
77,350
-15,970
-17% -$692K
ESGE icon
164
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$3.58M 0.09%
85,387
+24,871
+41% +$970K
MKTX icon
165
MarketAxess Holdings
MKTX
$5.72B
$3.58M 0.09%
6,267
-415
-6% -$226K
SBUX icon
166
Starbucks
SBUX
$122B
$3.55M 0.09%
33,196
-379
-1% -$36.2K
GLW icon
167
Corning
GLW
$137B
$3.54M 0.09%
98,429
-621
-0.6% -$22.1K
CLX icon
168
Clorox
CLX
$13.1B
$3.51M 0.09%
17,368
-1,112
-6% -$230K
BIO icon
169
Bio-Rad Laboratories Class A
BIO
$9.53B
$3.39M 0.08%
5,822
+266
+5% +$151K
PSX icon
170
Phillips 66
PSX
$89.5B
$3.37M 0.08%
48,150
-12,503
-21% -$734K
KEY icon
171
KeyCorp
KEY
$24.3B
$3.31M 0.08%
202,017
-13,707
-6% -$200K
IDXX icon
172
Idexx Laboratories
IDXX
$46.2B
$3.28M 0.08%
6,561
+541
+9% +$242K
CDNS icon
173
Cadence Design Systems
CDNS
$90.2B
$3.25M 0.08%
23,787
+1,525
+7% +$179K
CE icon
174
Celanese
CE
$4.92B
$3.21M 0.08%
24,684
+72
+0.3% +$8.95K
SPEM icon
175
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$3.18M 0.08%
75,527
-5,451
-7% -$216K
5 6
7
8 9

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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.