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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
MUB icon
151
iShares National Muni Bond ETF
MUB
$45.8B
$4.77M 0.11%
41,140
+1,486
+4% +$173K
TRV icon
152
Travelers Companies
TRV
$78.3B
$4.72M 0.11%
31,404
+229
+0.7% +$33.7K
SIVB
153
DELISTED
SVB Financial Group
SIVB
$4.71M 0.11%
9,550
-549
-5% -$270K
MET icon
154
MetLife
MET
$61.5B
$4.71M 0.11%
77,459
+109
+0.1% +$6.01K
BWA icon
155
BorgWarner
BWA
$14.2B
$4.67M 0.11%
+114,445
New +$4.46M
VSGX icon
156
Vanguard ESG International Stock ETF
VSGX
$6.74B
$4.59M 0.11%
74,840
+22,259
+42% +$1.37M
VO icon
157
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.42M 0.11%
79,868
-1,936
-2% -$105K
BA icon
158
Boeing
BA
$184B
$4.37M 0.1%
17,147
-2,468
-13% -$549K
AWK icon
159
American Water Works
AWK
$27B
$4.36M 0.1%
29,057
-1,114
-4% -$169K
GE icon
160
GE Aerospace
GE
$382B
$4.33M 0.1%
66,171
+25,095
+61% +$1.52M
VONG icon
161
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$4.33M 0.1%
+69,204
New +$4.33M
IJK icon
162
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$4.22M 0.1%
53,798
-8,269
-13% -$637K
PSX icon
163
Phillips 66
PSX
$89.5B
$4.22M 0.1%
51,707
+3,557
+7% +$279K
SPTS icon
164
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$4.18M 0.1%
136,365
+13,673
+11% +$419K
AJG icon
165
Arthur J. Gallagher & Co
AJG
$65B
$4.18M 0.1%
33,482
+338
+1% +$40.8K
PM icon
166
Philip Morris
PM
$290B
$4.16M 0.1%
46,897
+14,158
+43% +$1.2M
LH icon
167
Labcorp
LH
$26.1B
$4.15M 0.1%
18,941
+2,007
+12% +$403K
GLW icon
168
Corning
GLW
$137B
$4.13M 0.1%
94,995
-3,434
-3% -$132K
TLT icon
169
iShares 20+ Year Treasury Bond ETF
TLT
$40.6B
$4.13M 0.1%
+30,510
New +$4.42M
CSX icon
170
CSX Corp
CSX
$92.5B
$4.07M 0.1%
126,630
+216
+0.2% +$6.59K
KEY icon
171
KeyCorp
KEY
$24.3B
$3.99M 0.1%
199,682
-2,335
-1% -$45.1K
NVS icon
172
Novartis
NVS
$294B
$3.98M 0.09%
46,502
+2,315
+5% +$208K
CE icon
173
Celanese
CE
$4.92B
$3.92M 0.09%
26,170
+1,486
+6% +$204K
KMB icon
174
Kimberly-Clark
KMB
$36.1B
$3.89M 0.09%
27,958
-16,992
-38% -$2.26M
SBUX icon
175
Starbucks
SBUX
$122B
$3.81M 0.09%
34,862
+1,666
+5% +$175K
5 6
7
8 9

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BAM
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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.