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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
GPC icon
201
Genuine Parts
GPC
$18.6B
$2.76M 0.07%
23,891
-673
-3% -$71.7K
CTVA icon
202
Corteva
CTVA
$50.9B
$2.75M 0.07%
58,892
-10,562
-15% -$467K
AIG icon
203
American International
AIG
$40.4B
$2.72M 0.07%
58,928
+4,653
+9% +$201K
SYY icon
204
Sysco
SYY
$40.3B
$2.71M 0.06%
34,375
-524
-2% -$40.6K
SPLV icon
205
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.69M 0.06%
46,331
– –
IVZ icon
206
Invesco
IVZ
$13.8B
$2.67M 0.06%
+105,717
New +$2.37M
MO icon
207
Altria Group
MO
$109B
$2.63M 0.06%
51,371
-980
-2% -$43.9K
AXP icon
208
American Express
AXP
$230B
$2.55M 0.06%
18,053
+301
+2% +$39.8K
IP icon
209
International Paper
IP
$22.1B
$2.53M 0.06%
49,466
+5,673
+13% +$276K
STZ icon
210
Constellation Brands
STZ
$22.9B
$2.48M 0.06%
10,879
+287
+3% +$64.7K
FDX icon
211
FedEx
FDX
$76.3B
$2.46M 0.06%
8,654
+599
+7% +$154K
LIN icon
212
Linde
LIN
$226B
$2.44M 0.06%
8,700
-27,237
-76% -$7.07M
BPOP icon
213
Popular Inc
BPOP
$11.2B
$2.43M 0.06%
34,584
+144
+0.4% +$9.32K
IWS icon
214
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.39M 0.06%
21,876
-4
-0% -$417
HEDJ icon
215
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$2.39M 0.06%
65,682
-10,610
-14% -$365K
PFF icon
216
iShares Preferred and Income Securities ETF
PFF
$13.2B
$2.37M 0.06%
61,694
+12,225
+25% +$464K
WST icon
217
West Pharmaceutical
WST
$24.7B
$2.36M 0.06%
8,376
-5,112
-38% -$1.46M
CRNC icon
218
Cerence
CRNC
$381M
$2.33M 0.06%
26,056
+604
+2% +$66.5K
CMS icon
219
CMS Energy
CMS
$21.8B
$2.3M 0.05%
37,591
-1,537
-4% -$88.3K
TER icon
220
Teradyne
TER
$59.3B
$2.3M 0.05%
18,900
+171
+0.9% +$21.5K
NTAP icon
221
NetApp
NTAP
$38.9B
$2.29M 0.05%
31,579
+3,597
+13% +$242K
XLF icon
222
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.29M 0.05%
67,320
+50
+0.1% +$1.61K
CRM icon
223
Salesforce
CRM
$162B
$2.28M 0.05%
10,764
+3,911
+57% +$871K
NOC icon
224
Northrop Grumman
NOC
$81.8B
$2.26M 0.05%
6,974
-447
-6% -$135K
DEO icon
225
Diageo
DEO
$52.8B
$2.25M 0.05%
13,721
+94
+0.7% +$15.4K
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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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.