We are live on ! Find out more
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
KEY icon
176
KeyCorp
KEY
$24.3B
$4.06M 0.09%
196,452
-3,230
-2% -$70.1K
CSX icon
177
CSX Corp
CSX
$92.8B
$3.83M 0.09%
119,394
-7,236
-6% -$239K
GLW icon
178
Corning
GLW
$136B
$3.79M 0.08%
92,570
-2,425
-3% -$106K
BIO icon
179
Bio-Rad Laboratories Class A
BIO
$9.48B
$3.78M 0.08%
5,870
-60
-1% -$36.5K
CE icon
180
Celanese
CE
$4.88B
$3.77M 0.08%
24,900
-1,270
-5% -$202K
TFC icon
181
Truist Financial
TFC
$63.4B
$3.77M 0.08%
67,837
+5,629
+9% +$331K
PRU icon
182
Prudential Financial
PRU
$42.1B
$3.72M 0.08%
36,269
-1,171
-3% -$120K
ZBRA icon
183
Zebra Technologies
ZBRA
$17.9B
$3.68M 0.08%
6,956
-175
-2% -$87.2K
VSS icon
184
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$3.68M 0.08%
26,985
-103
-0.4% -$13.9K
GPC icon
185
Genuine Parts
GPC
$18.5B
$3.66M 0.08%
28,947
+5,056
+21% +$636K
GS icon
186
Goldman Sachs
GS
$301B
$3.62M 0.08%
9,542
+303
+3% +$108K
QCOM icon
187
Qualcomm
QCOM
$170B
$3.47M 0.08%
24,292
-558
-2% -$75.4K
APD icon
188
Air Products & Chemicals
APD
$68.6B
$3.42M 0.08%
11,895
+1,122
+10% +$329K
CB icon
189
Chubb
CB
$134B
$3.4M 0.08%
21,382
-311
-1% -$51.5K
TLT icon
190
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
$3.37M 0.08%
23,310
-7,200
-24% -$1M
SUSC icon
191
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$3.34M 0.07%
120,477
+12,464
+12% +$340K
CDNS icon
192
Cadence Design Systems
CDNS
$91.4B
$3.33M 0.07%
24,328
+119
+0.5% +$15.8K
KMB icon
193
Kimberly-Clark
KMB
$35.9B
$3.21M 0.07%
24,017
-3,941
-14% -$526K
IP icon
194
International Paper
IP
$21.9B
$3.16M 0.07%
54,426
+4,960
+10% +$283K
TSM icon
195
TSMC
TSM
$2.17T
$3.15M 0.07%
26,240
-49
-0.2% -$5.74K
SPTM icon
196
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$3.13M 0.07%
59,113
+1,408
+2% +$72.9K
BA icon
197
Boeing
BA
$184B
$3.1M 0.07%
12,921
-4,226
-25% -$1.02M
AXP icon
198
American Express
AXP
$229B
$3.08M 0.07%
18,626
+573
+3% +$89.7K
IJR icon
199
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.07M 0.07%
27,182
-2,552
-9% -$285K
FDX icon
200
FedEx
FDX
$76.9B
$3.05M 0.07%
10,238
+1,584
+18% +$470K
6 7
8
9 10

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.