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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
VSS icon
176
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$3.16M 0.08%
25,942
+16
+0.1% +$1.81K
VSGX icon
177
Vanguard ESG International Stock ETF
VSGX
$6.74B
$3.12M 0.08%
52,581
+35,787
+213% +$1.98M
GWX icon
178
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$3.11M 0.08%
87,782
-9,581
-10% -$312K
XLK icon
179
State Street Technology Select Sector SPDR ETF
XLK
$122B
$3.1M 0.08%
47,630
-2,970
-6% -$181K
WEC icon
180
WEC Energy
WEC
$34.8B
$3.04M 0.08%
33,052
+1,352
+4% +$132K
LH icon
181
Labcorp
LH
$26.1B
$2.96M 0.07%
16,934
-2,053
-11% -$355K
UPS icon
182
United Parcel Service
UPS
$88.8B
$2.93M 0.07%
17,411
+1,075
+7% +$181K
BIIB icon
183
Biogen
BIIB
$30.1B
$2.85M 0.07%
11,620
+747
+7% +$193K
TFC icon
184
Truist Financial
TFC
$63.9B
$2.84M 0.07%
59,274
-40
-0.1% -$1.81K
IJR icon
185
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.82M 0.07%
30,689
-229
-0.7% -$18.8K
JEF icon
186
Jefferies Financial Group
JEF
$12.7B
$2.8M 0.07%
118,941
+11,234
+10% +$236K
APD icon
187
Air Products & Chemicals
APD
$68.9B
$2.77M 0.07%
10,157
-186
-2% -$52.4K
ZBRA icon
188
Zebra Technologies
ZBRA
$18.1B
$2.77M 0.07%
7,214
-238
-3% -$80.1K
CB icon
189
Chubb
CB
$134B
$2.75M 0.07%
17,885
+337
+2% +$47.2K
PRU icon
190
Prudential Financial
PRU
$42.2B
$2.74M 0.07%
35,118
+11,445
+48% +$827K
IWV icon
191
iShares Russell 3000 ETF
IWV
$20.4B
$2.74M 0.07%
12,256
+115
+0.9% +$24.2K
PM icon
192
Philip Morris
PM
$290B
$2.71M 0.07%
32,739
-1,345
-4% -$105K
TSM icon
193
TSMC
TSM
$2.19T
$2.71M 0.07%
24,814
-8,008
-24% -$760K
CTVA icon
194
Corteva
CTVA
$50.9B
$2.69M 0.07%
69,454
-1,909
-3% -$68.2K
SPTM icon
195
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$2.62M 0.06%
56,736
+3,264
+6% +$142K
SPLV icon
196
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.6M 0.06%
46,331
– –
SYY icon
197
Sysco
SYY
$40.3B
$2.59M 0.06%
34,899
-1,246
-3% -$85.7K
CRNC icon
198
Cerence
CRNC
$381M
$2.56M 0.06%
25,452
+2,186
+9% +$163K
HEDJ icon
199
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$2.53M 0.06%
76,292
-14,032
-16% -$451K
GPC icon
200
Genuine Parts
GPC
$18.6B
$2.47M 0.06%
24,564
-2,405
-9% -$235K
6 7
8
9 10

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BAM
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ACI
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ACM
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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.