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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
TFC icon
176
Truist Financial
TFC
$63.9B
$3.63M 0.09%
62,208
+2,934
+5% +$161K
NUE icon
177
Nucor
NUE
$61.9B
$3.59M 0.09%
44,748
+39,409
+738% +$2.39M
IBM icon
178
IBM
IBM
$225B
$3.58M 0.09%
28,105
+7,985
+40% +$956K
NVO
179
Novo Nordisk
NVO
$207B
$3.53M 0.08%
104,684
+174
+0.2% +$6.2K
VSS icon
180
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$3.48M 0.08%
27,088
+1,146
+4% +$145K
ZBRA icon
181
Zebra Technologies
ZBRA
$18.1B
$3.46M 0.08%
7,131
-83
-1% -$37K
CB icon
182
Chubb
CB
$134B
$3.43M 0.08%
21,693
+3,808
+21% +$614K
PRU icon
183
Prudential Financial
PRU
$42.2B
$3.41M 0.08%
37,440
+2,322
+7% +$199K
BIO icon
184
Bio-Rad Laboratories Class A
BIO
$9.53B
$3.39M 0.08%
5,930
+108
+2% +$64K
CDNS icon
185
Cadence Design Systems
CDNS
$90.2B
$3.32M 0.08%
24,209
+422
+2% +$56.6K
CLX icon
186
Clorox
CLX
$13.1B
$3.3M 0.08%
17,088
-280
-2% -$53.9K
QCOM icon
187
Qualcomm
QCOM
$171B
$3.29M 0.08%
24,850
+12,611
+103% +$1.82M
IJR icon
188
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.23M 0.08%
29,734
-955
-3% -$100K
WEC icon
189
WEC Energy
WEC
$34.8B
$3.14M 0.07%
33,533
+481
+1% +$41.9K
IDXX icon
190
Idexx Laboratories
IDXX
$46.2B
$3.11M 0.07%
6,355
-206
-3% -$103K
TSM icon
191
TSMC
TSM
$2.19T
$3.11M 0.07%
26,289
+1,475
+6% +$183K
SPEM icon
192
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$3.09M 0.07%
70,567
-4,960
-7% -$222K
UPS icon
193
United Parcel Service
UPS
$88.8B
$3.09M 0.07%
18,152
+741
+4% +$120K
APD icon
194
Air Products & Chemicals
APD
$68.9B
$3.03M 0.07%
10,773
+616
+6% +$167K
GWX icon
195
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$3.03M 0.07%
81,111
-6,671
-8% -$245K
GS icon
196
Goldman Sachs
GS
$301B
$3.02M 0.07%
9,239
+1,111
+14% +$346K
DE icon
197
Deere & Co
DE
$167B
$3M 0.07%
8,028
-189
-2% -$62K
SUSC icon
198
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$2.91M 0.07%
108,013
+51,282
+90% +$1.41M
IWV icon
199
iShares Russell 3000 ETF
IWV
$20.4B
$2.85M 0.07%
12,011
-245
-2% -$56.9K
SPTM icon
200
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$2.84M 0.07%
57,705
+969
+2% +$46.3K
6 7
8
9 10

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IA
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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.