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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$158M 3.78%
1,294,633
-84,372
-6% -$10.8M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$155M 3.7%
390,499
+5,331
+1% +$2.06M
LQD icon
3
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$125M 2.97%
957,645
+322,238
+51% +$42.9M
MSFT icon
4
Microsoft
MSFT
$3.45T
$123M 2.93%
520,992
-23,985
-4% -$5.57M
EFG icon
5
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$87.2M 2.08%
867,522
-5,928
-0.7% -$603K
IJJ icon
6
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$82M 1.96%
804,494
+188,207
+31% +$18M
EFA icon
7
iShares MSCI EAFE ETF
EFA
$78B
$69M 1.65%
909,293
-3,788
-0.4% -$285K
IVW icon
8
iShares S&P 500 Growth ETF
IVW
$73.8B
$65.3M 1.56%
1,003,349
-382,538
-28% -$24.7M
MCD icon
9
McDonald's
MCD
$192B
$64.9M 1.55%
289,335
-19,378
-6% -$4.14M
JPM icon
10
JPMorgan Chase
JPM
$935B
$63.3M 1.51%
415,793
-3,247
-0.8% -$467K
HD icon
11
Home Depot
HD
$331B
$62.3M 1.49%
204,246
-6,561
-3% -$1.81M
AMZN icon
12
Amazon
AMZN
$2.92T
$61.6M 1.47%
398,360
+3,660
+0.9% +$580K
MTUM icon
13
iShares MSCI USA Momentum Factor ETF
MTUM
$25B
$59.8M 1.43%
372,042
+35,165
+10% +$5.81M
IWM icon
14
iShares Russell 2000 ETF
IWM
$79.8B
$59.7M 1.43%
270,365
-204,783
-43% -$44.7M
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$58.9M 1.41%
1,104,074
-17,099
-2% -$936K
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$51.7M 1.23%
599,618
+11,223
+2% +$969K
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$46.6M 1.11%
723,611
-2,418
-0.3% -$159K
GOOGL icon
18
Alphabet (Google) Class A
GOOGL
$4.36T
$44.7M 1.07%
433,280
-5,000
-1% -$493K
IAU icon
19
iShares Gold Trust
IAU
$62.9B
$44.1M 1.05%
1,356,862
+29,484
+2% +$1.01M
JNJ icon
20
Johnson & Johnson
JNJ
$618B
$44.1M 1.05%
268,434
-921
-0.3% -$149K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$878B
$41.7M 0.99%
104,737
-4,170
-4% -$1.61M
TMO icon
22
Thermo Fisher Scientific
TMO
$213B
$39.1M 0.93%
85,583
-2,847
-3% -$1.36M
MBB icon
23
iShares MBS ETF
MBB
$38.9B
$38.2M 0.91%
352,008
-22,864
-6% -$2.5M
IJH icon
24
iShares Core S&P Mid-Cap ETF
IJH
$122B
$37.1M 0.88%
711,880
-10,425
-1% -$521K
VGIT icon
25
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$36M 0.86%
535,043
+18,128
+4% +$1.24M
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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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.