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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
LIN icon
251
Linde
LIN
$221B
$1.11M 0.04%
6,435
-1,543
-19% -$304K
AIG icon
252
American International
AIG
$39.8B
$1.11M 0.04%
45,703
+7,237
+19% +$310K
IT icon
253
Gartner
IT
$11.3B
$1.11M 0.04%
11,119
-495
-4% -$67.8K
NOC icon
254
Northrop Grumman
NOC
$82B
$1.11M 0.04%
3,659
+314
+9% +$109K
ZION icon
255
Zions Bancorporation
ZION
$10.5B
$1.09M 0.04%
40,583
-53,166
-57% -$2.19M
SAP icon
256
SAP
SAP
$236B
$1.08M 0.04%
9,820
-780
-7% -$98.4K
ALLY icon
257
Ally Financial
ALLY
$13.5B
$1.08M 0.04%
75,124
+13,193
+21% +$347K
SUI icon
258
Sun Communities
SUI
$14.4B
$1.08M 0.04%
8,668
-35
-0.4% -$5.29K
CGNX icon
259
Cognex
CGNX
$10.2B
$1.06M 0.04%
25,084
-787
-3% -$39.4K
CI icon
260
Cigna
CI
$73.3B
$1.06M 0.04%
5,959
-226
-4% -$43.8K
PFF icon
261
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.04M 0.04%
32,805
+8,784
+37% +$315K
VOYA icon
262
Voya Financial
VOYA
$9.01B
$1.04M 0.04%
25,647
-11,188
-30% -$610K
BURL icon
263
Burlington
BURL
$22.3B
$1.04M 0.04%
6,555
-2,115
-24% -$445K
JD icon
264
JD.com
JD
$42.7B
$1.03M 0.04%
25,484
– –
PHG icon
265
Philips
PHG
$26.2B
$1.03M 0.04%
32,253
-2,907
-8% -$103K
TSM icon
266
TSMC
TSM
$2.23T
$1.02M 0.04%
21,440
-628
-3% -$34.3K
TER icon
267
Teradyne
TER
$63B
$1.02M 0.04%
18,892
+619
+3% +$39.3K
VBK icon
268
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$1.02M 0.04%
6,776
-1,513
-18% -$281K
BABA icon
269
Alibaba
BABA
$300B
$1.02M 0.04%
5,226
-2
-0% -$417
YUM icon
270
Yum! Brands
YUM
$41B
$997K 0.03%
14,555
-11,663
-44% -$1.09M
PBE icon
271
Invesco Biotechnology & Genome ETF
PBE
$358M
$985K 0.03%
21,180
– –
SCHF icon
272
Schwab International Equity ETF
SCHF
$69.1B
$966K 0.03%
74,800
-14,696
-16% -$226K
AMP icon
273
Ameriprise Financial
AMP
$49.9B
$964K 0.03%
9,410
+889
+10% +$132K
ICUI icon
274
ICU Medical
ICUI
$4.48B
$941K 0.03%
4,666
-105
-2% -$20.2K
FIS icon
275
Fidelity National Information Services
FIS
$21.6B
$937K 0.03%
7,704
+181
+2% +$25.1K
9 10
11
12 13

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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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.