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
UPS icon
201
United Parcel Service
UPS
$89.3B
$2.97M 0.07%
14,292
-3,860
-21% -$772K
WEC icon
202
WEC Energy
WEC
$34.5B
$2.94M 0.07%
33,021
-512
-2% -$48.2K
IVZ icon
203
Invesco
IVZ
$14.2B
$2.89M 0.06%
108,166
+2,449
+2% +$66.7K
WST icon
204
West Pharmaceutical
WST
$24.6B
$2.87M 0.06%
7,995
-381
-5% -$126K
VTI icon
205
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$2.83M 0.06%
12,678
+5,330
+73% +$1.16M
SPLV icon
206
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.82M 0.06%
46,331
– –
AIG icon
207
American International
AIG
$40.4B
$2.79M 0.06%
58,513
-415
-0.7% -$20.5K
CRNC icon
208
Cerence
CRNC
$390M
$2.77M 0.06%
25,926
-130
-0.5% -$12.8K
DE icon
209
Deere & Co
DE
$167B
$2.69M 0.06%
7,624
-404
-5% -$147K
IWV icon
210
iShares Russell 3000 ETF
IWV
$20.5B
$2.68M 0.06%
10,479
-1,532
-13% -$382K
SYY icon
211
Sysco
SYY
$40.4B
$2.68M 0.06%
34,475
+100
+0.3% +$8.07K
CRM icon
212
Salesforce
CRM
$162B
$2.65M 0.06%
10,829
+65
+0.6% +$15K
PFF icon
213
iShares Preferred and Income Securities ETF
PFF
$13.2B
$2.64M 0.06%
67,055
+5,361
+9% +$208K
DEO icon
214
Diageo
DEO
$52.8B
$2.63M 0.06%
13,709
-12
-0.1% -$2.23K
JEF icon
215
Jefferies Financial Group
JEF
$12.9B
$2.62M 0.06%
80,073
+3,659
+5% +$112K
MO icon
216
Altria Group
MO
$109B
$2.6M 0.06%
54,639
+3,268
+6% +$161K
NOC icon
217
Northrop Grumman
NOC
$81.7B
$2.6M 0.06%
7,160
+186
+3% +$67K
IWS icon
218
iShares Russell Mid-Cap Value ETF
IWS
$16B
$2.58M 0.06%
22,439
+563
+3% +$64.5K
NUS icon
219
Nu Skin
NUS
$238M
$2.58M 0.06%
45,447
+6,746
+17% +$384K
BPOP icon
220
Popular Inc
BPOP
$11.1B
$2.57M 0.06%
34,231
-353
-1% -$27K
LIN icon
221
Linde
LIN
$228B
$2.56M 0.06%
8,842
+142
+2% +$41.4K
BABA icon
222
Alibaba
BABA
$307B
$2.54M 0.06%
11,214
+2,724
+32% +$605K
STZ icon
223
Constellation Brands
STZ
$22.6B
$2.52M 0.06%
10,784
-95
-0.9% -$22.3K
NTR icon
224
Nutrien
NTR
$31.9B
$2.5M 0.06%
41,316
+4,110
+11% +$243K
TER icon
225
Teradyne
TER
$59.6B
$2.5M 0.06%
18,663
-237
-1% -$30.3K
7 8
9
10 11

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.