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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
+18.97%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.43B
AUM Growth
+$541M
Cap. Flow
+$36.3M
Cap. Flow %
1.06%
Top 10 Hldgs %
24.07%
Holding
665
New
63
Increased
249
Reduced
296
Closed
38

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$38.9M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$18.2M
3
MBB icon
iShares MBS ETF
MBB
+$8.98M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.59M
5
ACN icon
Accenture
ACN
+$7.04M

Top Sells

Rank Stock Value
1
IAU icon
iShares Gold Trust
IAU
+$13.4M
2
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$9.06M
3
CSCO icon
Cisco
CSCO
+$7.94M
4
AAPL icon
Apple
AAPL
+$7.2M
5
GLD icon
SPDR Gold Trust
GLD
+$7.07M

Sector Composition

Rank Sector Weight
1 Technology 13.27%
2 Healthcare 9%
3 Financials 7.81%
4 Consumer Discretionary 7.59%
5 Consumer Staples 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETN icon
226
Eaton
ETN
$178B
$1.65M 0.05%
18,905
+1,326
+8% +$109K
DIA icon
227
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.2B
$1.65M 0.05%
6,393
-54
-0.8% -$13.3K
NTR icon
228
Nutrien
NTR
$32.1B
$1.64M 0.05%
51,000
+4,469
+10% +$156K
UPS icon
229
United Parcel Service
UPS
$88.8B
$1.62M 0.05%
14,563
-21
-0.1% -$2.1K
OTIS icon
230
Otis Worldwide
OTIS
$27.8B
$1.61M 0.05%
+28,408
New +$1.47M
BHB icon
231
Bar Harbor Bankshares
BHB
$667M
$1.61M 0.05%
71,791
– –
STE icon
232
Steris
STE
$23.2B
$1.59M 0.05%
10,335
-179
-2% -$27.3K
VLO icon
233
Valero Energy
VLO
$93.3B
$1.58M 0.05%
26,924
+8,849
+49% +$529K
BDX icon
234
Becton Dickinson
BDX
$49.4B
$1.58M 0.05%
6,777
-405
-6% -$97.6K
BAH icon
235
Booz Allen Hamilton
BAH
$9.45B
$1.56M 0.05%
20,074
+443
+2% +$33.5K
GE icon
236
GE Aerospace
GE
$382B
$1.54M 0.04%
45,225
-9,745
-18% -$329K
BIIB icon
237
Biogen
BIIB
$30.1B
$1.53M 0.04%
5,707
+1,911
+50% +$574K
COF icon
238
Capital One
COF
$134B
$1.52M 0.04%
24,358
-5,174
-18% -$322K
SWK icon
239
Stanley Black & Decker
SWK
$15.7B
$1.52M 0.04%
10,940
-205
-2% -$24.7K
JD icon
240
JD.com
JD
$43.1B
$1.51M 0.04%
25,140
-344
-1% -$17.4K
IP icon
241
International Paper
IP
$22.1B
$1.51M 0.04%
45,231
-539
-1% -$17.2K
PRU icon
242
Prudential Financial
PRU
$42.2B
$1.5M 0.04%
24,702
-1,798
-7% -$106K
LEA icon
243
Lear
LEA
$8.12B
$1.45M 0.04%
13,315
-919
-6% -$91.5K
GIS icon
244
General Mills
GIS
$20.2B
$1.43M 0.04%
23,243
-1,917
-8% -$116K
BNY
245
Bank of New York Mellon
BNY
$109B
$1.4M 0.04%
36,237
-6,479
-15% -$237K
CTLT
246
DELISTED
CATALENT, INC.
CTLT
$1.38M 0.04%
18,811
+915
+5% +$62.1K
TTC icon
247
Toro Company
TTC
$9.41B
$1.37M 0.04%
20,698
-838
-4% -$55K
ZBH icon
248
Zimmer Biomet
ZBH
$18.5B
$1.37M 0.04%
11,844
-583
-5% -$67.2K
VBK icon
249
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.7B
$1.37M 0.04%
6,864
+88
+1% +$15.9K
WY icon
250
Weyerhaeuser
WY
$18B
$1.36M 0.04%
60,701
+31,156
+105% +$630K
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
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
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

People's United Financial's Q2 2020 Portfolio in Review

As of Q2 2020, People's United Financial held 665 positions worth $3.43B, up 19% from $2.89B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

People's United Financial's Q2 2020 filing shows 63 new, 249 increased, 296 reduced and 38 closed positions. Its largest new stake was Otis Worldwide: 28,408 shares worth $1.61M. The largest sale was iShares Gold Trust, an estimated $13.4M.

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

  • People's United Financial's largest Q2 2020 buy was Otis Worldwide: 28,408 shares worth $1.61M.
  • People's United Financial added most to State Street SPDR S&P 500 ETF Trust in Q2 2020, an estimated $38.9M increase.
  • People's United Financial's biggest Q2 2020 reduction was iShares Gold Trust, cutting an estimated $13.4M.
  • People's United Financial fully exited Schwab Short-Term US Treasury ETF in Q2 2020, selling an estimated $1.38M.
  • People's United Financial's ten largest holdings make up 24% of its $3.43B portfolio in Q2 2020.
  • People's United Financial opened 63 new positions and closed 38 in Q2 2020.
  • People's United Financial's portfolio value rose 19% quarter-over-quarter to $3.43B.

Based on People's United Financial's 13F filing for Q2 2020, filed 12 Aug 2020.