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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
+7.25%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.99%
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 Miscellaneous 41.81%
2 Technology 13.49%
3 Financials 8.99%
4 Healthcare 8.3%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
1
Apple
AAPL
$4.84T
$177M 3.96%
1,291,378
-3,255
-0.3% -$422K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$799B
$157M 3.52%
367,883
-22,616
-6% -$9.44M
MSFT icon
3
Microsoft
MSFT
$3.69T
$136M 3.04%
501,875
-19,117
-4% -$4.86M
LQD icon
4
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.1B
$120M 2.69%
894,998
-62,647
-7% -$8.26M
EFG icon
5
iShares MSCI EAFE Growth ETF
EFG
$16.4B
$94.2M 2.11%
877,912
+10,390
+1% +$1.1M
IJJ icon
6
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.59B
$89.2M 2%
846,704
+42,210
+5% +$4.51M
AMZN icon
7
Amazon
AMZN
$2.68T
$72.1M 1.61%
419,180
+20,820
+5% +$3.46M
EFA icon
8
iShares MSCI EAFE ETF
EFA
$77.9B
$70.1M 1.57%
888,306
-20,987
-2% -$1.67M
IVW icon
9
iShares S&P 500 Growth ETF
IVW
$75.6B
$68.6M 1.53%
942,669
-60,680
-6% -$4.2M
MCD icon
10
McDonald's
MCD
$179B
$65.5M 1.47%
283,629
-5,706
-2% -$1.33M
HD icon
11
Home Depot
HD
$305B
$65.2M 1.46%
204,415
+169
+0.1% +$53.8K
IWM icon
12
iShares Russell 2000 ETF
IWM
$76.9B
$64.6M 1.45%
281,703
+11,338
+4% +$2.55M
JPM icon
13
JPMorgan Chase
JPM
$937B
$64.5M 1.44%
414,996
-797
-0.2% -$125K
MTUM icon
14
iShares MSCI USA Momentum Factor ETF
MTUM
$24.1B
$63.3M 1.42%
365,250
-6,792
-2% -$1.15M
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$30.6B
$58.9M 1.32%
1,067,149
-36,925
-3% -$2.01M
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$26B
$53.4M 1.2%
620,013
+20,395
+3% +$1.76M
GOOGL icon
17
Alphabet (Google) Class A
GOOGL
$4.22T
$53.1M 1.19%
435,320
+2,040
+0.5% +$238K
IEMG icon
18
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$50.8M 1.14%
758,825
+35,214
+5% +$2.32M
IAU icon
19
iShares Gold Trust
IAU
$63.7B
$47.5M 1.06%
1,410,430
+53,568
+4% +$1.85M
JNJ icon
20
Johnson & Johnson
JNJ
$644B
$44.4M 0.99%
269,418
+984
+0.4% +$163K
IVV icon
21
iShares Core S&P 500 ETF
IVV
$837B
$43.6M 0.98%
101,468
-3,269
-3% -$1.37M
TMO icon
22
Thermo Fisher Scientific
TMO
$237B
$42.2M 0.94%
83,641
-1,942
-2% -$916K
GOOG icon
23
Alphabet (Google) Class C
GOOG
$4.18T
$41.6M 0.93%
331,700
-11,780
-3% -$1.4M
V icon
24
Visa
V
$701B
$40.4M 0.9%
172,588
+3,874
+2% +$886K
IJH icon
25
iShares Core S&P Mid-Cap ETF
IJH
$122B
$37.4M 0.84%
695,215
-16,665
-2% -$900K
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 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 Miscellaneous at 42% of assets, down from 43% a quarter earlier, followed by Technology and Financials.

  • 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.