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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
IBM icon
201
IBM
IBM
$225B
$2.42M 0.06%
20,120
-2,529
-11% -$292K
DOCU
202
DocuSign
DOCU
$11.3B
$2.39M 0.06%
10,747
+863
+9% +$194K
CMS icon
203
CMS Energy
CMS
$21.8B
$2.39M 0.06%
39,128
-1,093
-3% -$68.3K
STZ icon
204
Constellation Brands
STZ
$22.9B
$2.32M 0.06%
10,592
-425
-4% -$83.6K
NOC icon
205
Northrop Grumman
NOC
$81.8B
$2.26M 0.06%
7,421
+438
+6% +$134K
NFLX icon
206
Netflix
NFLX
$311B
$2.25M 0.06%
41,520
-1,490
-3% -$75.5K
TER icon
207
Teradyne
TER
$59.3B
$2.25M 0.06%
18,729
-166
-0.9% -$17K
AGR
208
DELISTED
Avangrid, Inc.
AGR
$2.21M 0.05%
48,703
+4,559
+10% +$224K
DE icon
209
Deere & Co
DE
$167B
$2.21M 0.05%
8,217
-14
-0.2% -$3.48K
GE icon
210
GE Aerospace
GE
$382B
$2.21M 0.05%
41,076
-1,480
-3% -$66.3K
JD icon
211
JD.com
JD
$43.1B
$2.2M 0.05%
25,010
-130
-0.5% -$10.9K
DEO icon
212
Diageo
DEO
$52.8B
$2.16M 0.05%
13,627
+110
+0.8% +$16.4K
AXP icon
213
American Express
AXP
$230B
$2.15M 0.05%
17,752
-2,569
-13% -$285K
MO icon
214
Altria Group
MO
$109B
$2.15M 0.05%
52,351
-9,742
-16% -$391K
AMP icon
215
Ameriprise Financial
AMP
$49.7B
$2.14M 0.05%
11,035
-749
-6% -$134K
GS icon
216
Goldman Sachs
GS
$301B
$2.14M 0.05%
8,128
-224
-3% -$49.9K
COF icon
217
Capital One
COF
$134B
$2.13M 0.05%
21,603
+629
+3% +$53.5K
JNK icon
218
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$2.13M 0.05%
19,520
-1,223
-6% -$130K
IWS icon
219
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.12M 0.05%
21,880
+405
+2% +$36.5K
FDX icon
220
FedEx
FDX
$76.3B
$2.09M 0.05%
8,055
+770
+11% +$213K
CL icon
221
Colgate-Palmolive
CL
$73.6B
$2.09M 0.05%
24,430
+1,511
+7% +$125K
EXPO icon
222
Exponent
EXPO
$3.25B
$2.06M 0.05%
22,911
-466
-2% -$37.2K
IP icon
223
International Paper
IP
$22.1B
$2.06M 0.05%
43,793
+1,155
+3% +$51.6K
AIG icon
224
American International
AIG
$40.4B
$2.06M 0.05%
54,275
-3,884
-7% -$137K
VIG icon
225
Vanguard Dividend Appreciation ETF
VIG
$114B
$2.06M 0.05%
14,554
+378
+3% +$51.2K
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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MXM
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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.