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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$183M 4.53%
1,379,005
-24,493
-2% -$2.95M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$144M 3.57%
385,168
-2,388
-0.6% -$847K
MSFT icon
3
Microsoft
MSFT
$3.45T
$121M 3%
544,977
-18,974
-3% -$4.08M
IWM icon
4
iShares Russell 2000 ETF
IWM
$79.8B
$93.2M 2.31%
475,148
-41,824
-8% -$7.32M
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$73.8B
$88.4M 2.19%
1,385,887
-91,197
-6% -$5.53M
EFG icon
6
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$88.1M 2.18%
873,450
-11,814
-1% -$1.12M
LQD icon
7
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$87.8M 2.18%
635,407
+351,933
+124% +$47.9M
EFA icon
8
iShares MSCI EAFE ETF
EFA
$78B
$66.6M 1.65%
913,081
-1,425
-0.2% -$97.5K
MCD icon
9
McDonald's
MCD
$192B
$66.2M 1.64%
308,713
+9,515
+3% +$2.07M
AMZN icon
10
Amazon
AMZN
$2.92T
$64.3M 1.59%
394,700
+2,600
+0.7% +$415K
EEM icon
11
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$57.9M 1.44%
1,121,173
+5,523
+0.5% +$266K
HD icon
12
Home Depot
HD
$331B
$56M 1.39%
210,807
-7,892
-4% -$2.17M
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$54.3M 1.35%
+336,877
New +$51.6M
JPM icon
14
JPMorgan Chase
JPM
$935B
$53.2M 1.32%
419,040
-13,858
-3% -$1.55M
IJJ icon
15
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$53.2M 1.32%
616,287
+579,589
+1,579% +$45.5M
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$50.8M 1.26%
588,395
-48,985
-8% -$4.23M
IAU icon
17
iShares Gold Trust
IAU
$62.9B
$48.1M 1.19%
1,327,378
-17,029
-1% -$609K
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$45M 1.12%
726,029
+1,751
+0.2% +$101K
JNJ icon
19
Johnson & Johnson
JNJ
$618B
$42.4M 1.05%
269,355
-12,041
-4% -$1.78M
MBB icon
20
iShares MBS ETF
MBB
$38.9B
$41.3M 1.02%
374,872
+17,022
+5% +$1.87M
TMO icon
21
Thermo Fisher Scientific
TMO
$213B
$41.2M 1.02%
88,430
-3,166
-3% -$1.48M
IVV icon
22
iShares Core S&P 500 ETF
IVV
$878B
$40.9M 1.01%
108,907
-7,560
-6% -$2.69M
GOOGL icon
23
Alphabet (Google) Class A
GOOGL
$4.36T
$38.4M 0.95%
438,280
-12,000
-3% -$1.01M
RWO icon
24
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$37.8M 0.94%
851,042
+1,938
+0.2% +$81.8K
V icon
25
Visa
V
$684B
$37.7M 0.94%
172,521
-6,524
-4% -$1.34M
1
2 3 4 5

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SCC
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BAM
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ACI
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ACM
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OSIA
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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.