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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
+8.65%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.6B
AUM Growth
+$166M
Cap. Flow
-$92.3M
Cap. Flow %
-2.57%
Top 10 Hldgs %
25.02%
Holding
658
New
31
Increased
157
Reduced
406
Closed
30

Top Buys

Rank Stock Value
1
EA
Electronic Arts
EA
+$8.41M
2
QRVO icon
Qorvo
QRVO
+$7.04M
3
LIN icon
Linde
LIN
+$6.07M
4
MBB icon
iShares MBS ETF
MBB
+$5.08M
5
PYPL icon
PayPal
PYPL
+$2.65M

Top Sells

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$28M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.16M
3
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.78M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.24M

Sector Composition

Rank Sector Weight
1 Technology 13.96%
2 Healthcare 9.32%
3 Consumer Discretionary 8.47%
4 Financials 7.53%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LULU icon
226
lululemon athletica
LULU
$13.8B
$1.73M 0.05%
5,242
+2,292
+78% +$765K
VEA icon
227
Vanguard FTSE Developed Markets ETF
VEA
$238B
$1.72M 0.05%
42,010
-822
-2% -$33.7K
STE icon
228
Steris
STE
$23.1B
$1.71M 0.05%
9,682
-653
-6% -$104K
ED icon
229
Consolidated Edison
ED
$39.8B
$1.69M 0.05%
21,762
+12,864
+145% +$949K
WY icon
230
Weyerhaeuser
WY
$17.8B
$1.69M 0.05%
59,346
-1,355
-2% -$37.2K
EXPO icon
231
Exponent
EXPO
$3.17B
$1.68M 0.05%
23,377
-1,753
-7% -$139K
GS icon
232
Goldman Sachs
GS
$301B
$1.68M 0.05%
8,352
-645
-7% -$131K
IEFA icon
233
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.67M 0.05%
27,712
-3,458
-11% -$209K
CRM icon
234
Salesforce
CRM
$157B
$1.65M 0.05%
6,569
-643
-9% -$141K
IP icon
235
International Paper
IP
$21.8B
$1.64M 0.05%
42,638
-2,593
-6% -$91.5K
XLF icon
236
State Street Financial Select Sector SPDR ETF
XLF
$59B
$1.64M 0.05%
67,952
-9,565
-12% -$233K
TTC icon
237
Toro Company
TTC
$9.38B
$1.62M 0.05%
19,288
-1,410
-7% -$106K
OTIS icon
238
Otis Worldwide
OTIS
$28B
$1.61M 0.04%
25,806
-2,602
-9% -$159K
DIA icon
239
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$1.61M 0.04%
5,797
-596
-9% -$163K
AIG icon
240
American International
AIG
$39.9B
$1.6M 0.04%
58,159
-5,174
-8% -$154K
SNPS icon
241
Synopsys
SNPS
$79.2B
$1.59M 0.04%
7,423
+4,764
+179% +$970K
CACI icon
242
CACI
CACI
$14.9B
$1.53M 0.04%
7,158
+4,641
+184% +$1M
BAH icon
243
Booz Allen Hamilton
BAH
$9.42B
$1.51M 0.04%
18,202
-1,872
-9% -$153K
COF icon
244
Capital One
COF
$136B
$1.51M 0.04%
20,974
-3,384
-14% -$226K
PRU icon
245
Prudential Financial
PRU
$42.2B
$1.5M 0.04%
23,673
-1,029
-4% -$67.6K
BDX icon
246
Becton Dickinson
BDX
$49.6B
$1.5M 0.04%
6,618
-159
-2% -$39.1K
TER icon
247
Teradyne
TER
$63.5B
$1.5M 0.04%
18,895
-1,204
-6% -$102K
CTLT
248
DELISTED
CATALENT, INC.
CTLT
$1.49M 0.04%
17,443
-1,368
-7% -$116K
QCOM icon
249
Qualcomm
QCOM
$172B
$1.48M 0.04%
12,578
-270
-2% -$28.8K
BHB icon
250
Bar Harbor Bankshares
BHB
$673M
$1.48M 0.04%
71,791
– –
8 9
10
11 12

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IA
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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 Q3 2020 Portfolio in Review

As of Q3 2020, People's United Financial held 658 positions worth $3.6B, up 4.8% from $3.43B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

People's United Financial's Q3 2020 filing shows 31 new, 157 increased, 406 reduced and 30 closed positions. Its largest new stake was Avangrid, Inc.: 44,144 shares worth $2.23M. The largest sale was Vanguard Real Estate ETF, an estimated $28M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • People's United Financial's largest Q3 2020 buy was Avangrid, Inc.: 44,144 shares worth $2.23M.
  • People's United Financial added most to Electronic Arts in Q3 2020, an estimated $8.41M increase.
  • People's United Financial's biggest Q3 2020 reduction was Vanguard Real Estate ETF, cutting an estimated $28M.
  • People's United Financial fully exited Boston Scientific in Q3 2020, selling an estimated $1.12M.
  • People's United Financial's ten largest holdings make up 25% of its $3.6B portfolio in Q3 2020.
  • People's United Financial opened 31 new positions and closed 30 in Q3 2020.
  • People's United Financial's portfolio value rose 4.8% quarter-over-quarter to $3.6B.

Based on People's United Financial's 13F filing for Q3 2020, filed 12 Nov 2020.