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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
-16.76%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.89B
AUM Growth
-$767M
Cap. Flow
-$97M
Cap. Flow %
-3.36%
Top 10 Hldgs %
22.19%
Holding
774
New
50
Increased
213
Reduced
324
Closed
172

Top Buys

Rank Stock Value
1
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$34.9M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$33.5M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$27.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.3M

Top Sells

Rank Stock Value
1
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$58.9M
2
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$39.2M
3
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$37.5M
4
AAPL icon
Apple
AAPL
+$25.1M
5
BA icon
Boeing
BA
+$17.3M

Sector Composition

Rank Sector Weight
1 Technology 12.41%
2 Healthcare 9.31%
3 Financials 7.94%
4 Consumer Discretionary 7.27%
5 Consumer Staples 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
226
Eaton
ETN
$176B
$1.37M 0.05%
17,579
+305
+2% +$28K
UPS icon
227
United Parcel Service
UPS
$89.5B
$1.36M 0.05%
14,584
+548
+4% +$56.8K
SYK icon
228
Stryker
SYK
$131B
$1.35M 0.05%
8,120
-765
-9% -$149K
LHX icon
229
L3Harris
LHX
$53.5B
$1.35M 0.05%
7,498
-6,602
-47% -$1.35M
IP icon
230
International Paper
IP
$21.8B
$1.35M 0.05%
45,770
-2,753
-6% -$102K
BAH icon
231
Booz Allen Hamilton
BAH
$9.31B
$1.35M 0.05%
19,631
+457
+2% +$33.7K
GIS icon
232
General Mills
GIS
$20.6B
$1.33M 0.05%
25,160
-226
-0.9% -$11.9K
MOH icon
233
Molina Healthcare
MOH
$10.8B
$1.3M 0.05%
9,325
+2,940
+46% +$393K
EQNR icon
234
Equinor
EQNR
$96.3B
$1.29M 0.04%
105,699
+72,673
+220% +$1.17M
SPTM icon
235
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$1.29M 0.04%
+40,910
New +$1.54M
NDSN icon
236
Nordson
NDSN
$17.2B
$1.26M 0.04%
9,362
+135
+1% +$20.8K
BHB icon
237
Bar Harbor Bankshares
BHB
$680M
$1.24M 0.04%
71,791
– –
FDX icon
238
FedEx
FDX
$78.8B
$1.24M 0.04%
10,207
-54
-0.5% -$7.6K
DE icon
239
Deere & Co
DE
$166B
$1.24M 0.04%
8,949
-2,035
-19% -$322K
CTVA icon
240
Corteva
CTVA
$50.3B
$1.22M 0.04%
52,040
+9,761
+23% +$268K
AGN
241
DELISTED
Allergan plc
AGN
$1.22M 0.04%
6,899
+1,960
+40% +$369K
ZBH icon
242
Zimmer Biomet
ZBH
$18.8B
$1.22M 0.04%
12,427
-802
-6% -$105K
SO icon
243
Southern Company
SO
$107B
$1.21M 0.04%
22,250
+2,005
+10% +$127K
BIIB icon
244
Biogen
BIIB
$31.1B
$1.2M 0.04%
3,796
+3,042
+403% +$923K
LEA icon
245
Lear
LEA
$8.09B
$1.16M 0.04%
14,234
+2,617
+23% +$301K
BPOP icon
246
Popular Inc
BPOP
$11.3B
$1.16M 0.04%
33,014
-1,131
-3% -$56K
BSX icon
247
Boston Scientific
BSX
$75B
$1.14M 0.04%
34,876
+4,040
+13% +$158K
PPG icon
248
PPG Industries
PPG
$25.5B
$1.14M 0.04%
13,600
-216
-2% -$24K
CRM icon
249
Salesforce
CRM
$157B
$1.13M 0.04%
7,855
-10,746
-58% -$1.84M
SWK icon
250
Stanley Black & Decker
SWK
$15.5B
$1.11M 0.04%
11,145
-207
-2% -$29.6K
8 9
10
11 12

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
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 2020 Portfolio in Review

As of Q1 2020, People's United Financial held 774 positions worth $2.89B, down 21% from $3.66B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial withdrew a net $97M in Q1 2020, closing 172 positions and reducing 324 holdings. Its most notable exit was Amedisys, an estimated $7.51M position sold in full.

By sector, the portfolio is most concentrated in Technology at 12% of assets, down from 13% a quarter earlier, followed by Healthcare and Financials.

Against the trend, People's United Financial opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $1.29M.

  • People's United Financial's largest Q1 2020 buy was State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF: 40,910 shares worth $1.29M.
  • People's United Financial added most to State Street SPDR Dow Jones Global Real Estate ETF in Q1 2020, an estimated $34.9M increase.
  • People's United Financial's biggest Q1 2020 reduction was State Street SPDR Bloomberg Short Term International Treasury Bond ETF, cutting an estimated $58.9M.
  • People's United Financial fully exited Amedisys in Q1 2020, selling an estimated $7.51M.
  • People's United Financial's ten largest holdings make up 22% of its $2.89B portfolio in Q1 2020.
  • People's United Financial opened 50 new positions and closed 172 in Q1 2020.
  • People's United Financial's portfolio value fell 21% quarter-over-quarter to $2.89B.

Based on People's United Financial's 13F filing for Q1 2020, filed 12 May 2020.