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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
SBUX icon
151
Starbucks
SBUX
$119B
$5.55M 0.12%
49,613
+14,751
+42% +$1.67M
VEU icon
152
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$5.54M 0.12%
87,388
+2,145
+3% +$136K
BMY icon
153
Bristol-Myers Squibb
BMY
$132B
$5.49M 0.12%
82,105
+4,903
+6% +$320K
TIP icon
154
iShares TIPS Bond ETF
TIP
$14.7B
$5.3M 0.12%
41,438
+554
+1% +$70.4K
WM icon
155
Waste Management
WM
$90.6B
$5.25M 0.12%
37,490
-2,086
-5% -$288K
MUB icon
156
iShares National Muni Bond ETF
MUB
$45.8B
$5.11M 0.11%
43,601
+2,461
+6% +$288K
SIVB
157
DELISTED
SVB Financial Group
SIVB
$5.08M 0.11%
9,137
-413
-4% -$229K
PM icon
158
Philip Morris
PM
$290B
$4.9M 0.11%
49,426
+2,529
+5% +$243K
NUE icon
159
Nucor
NUE
$62.5B
$4.86M 0.11%
50,630
+5,882
+13% +$550K
VSGX icon
160
Vanguard ESG International Stock ETF
VSGX
$6.73B
$4.8M 0.11%
74,784
-56
-0.1% -$3.58K
VO icon
161
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.77M 0.11%
80,420
+552
+0.7% +$32K
TRV icon
162
Travelers Companies
TRV
$78.3B
$4.7M 0.11%
31,416
+12
+0% +$1.86K
CAT icon
163
Caterpillar
CAT
$385B
$4.66M 0.1%
21,417
-1,059
-5% -$245K
MET icon
164
MetLife
MET
$61.7B
$4.54M 0.1%
75,787
-1,672
-2% -$106K
IBM icon
165
IBM
IBM
$223B
$4.53M 0.1%
32,286
+4,181
+15% +$572K
GE icon
166
GE Aerospace
GE
$380B
$4.52M 0.1%
67,349
+1,178
+2% +$78.6K
AJG icon
167
Arthur J. Gallagher & Co
AJG
$64.7B
$4.49M 0.1%
32,066
-1,416
-4% -$200K
LH icon
168
Labcorp
LH
$26.1B
$4.4M 0.1%
18,559
-382
-2% -$87K
NVO
169
Novo Nordisk
NVO
$209B
$4.38M 0.1%
104,688
+4
+0% +$155
PSX icon
170
Phillips 66
PSX
$86B
$4.35M 0.1%
50,731
-976
-2% -$82.4K
LMT icon
171
Lockheed Martin
LMT
$139B
$4.23M 0.09%
11,183
-3,387
-23% -$1.3M
IJK icon
172
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$4.2M 0.09%
51,851
-1,947
-4% -$156K
AWK icon
173
American Water Works
AWK
$26.9B
$4.17M 0.09%
27,030
-2,027
-7% -$316K
NVS icon
174
Novartis
NVS
$298B
$4.11M 0.09%
45,020
-1,482
-3% -$132K
SPTS icon
175
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$4.1M 0.09%
133,799
-2,566
-2% -$78.7K
5 6
7
8 9

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BAM
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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.