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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
BKNG icon
251
Booking.com
BKNG
$160B
$1.35M 0.04%
21,225
-25,875
-55% -$1.58M
DE icon
252
Deere & Co
DE
$167B
$1.35M 0.04%
8,603
-346
-4% -$50.1K
CGNX icon
253
Cognex
CGNX
$10.6B
$1.35M 0.04%
22,615
-2,469
-10% -$134K
CRM icon
254
Salesforce
CRM
$162B
$1.35M 0.04%
7,212
-643
-8% -$108K
SAP icon
255
SAP
SAP
$242B
$1.35M 0.04%
9,619
-201
-2% -$24.8K
LIN icon
256
Linde
LIN
$226B
$1.34M 0.04%
6,321
-114
-2% -$22K
BIO icon
257
Bio-Rad Laboratories Class A
BIO
$9.53B
$1.26M 0.04%
2,800
+563
+25% +$248K
YUM icon
258
Yum! Brands
YUM
$39.5B
$1.26M 0.04%
14,493
-62
-0.4% -$5.29K
ALLY icon
259
Ally Financial
ALLY
$13.4B
$1.26M 0.04%
63,340
-11,784
-16% -$200K
PFF icon
260
iShares Preferred and Income Securities ETF
PFF
$13.2B
$1.24M 0.04%
35,753
+2,948
+9% +$100K
PBE icon
261
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.23M 0.04%
21,180
– –
EQNR icon
262
Equinor
EQNR
$97.2B
$1.23M 0.04%
84,913
-20,786
-20% -$292K
BURL icon
263
Burlington
BURL
$22.6B
$1.23M 0.04%
6,242
-313
-5% -$59K
IT icon
264
Gartner
IT
$11.8B
$1.22M 0.04%
10,091
-1,028
-9% -$119K
SYK icon
265
Stryker
SYK
$134B
$1.22M 0.04%
6,768
-1,352
-17% -$249K
FDX icon
266
FedEx
FDX
$76.3B
$1.2M 0.03%
8,532
-1,675
-16% -$211K
SUI icon
267
Sun Communities
SUI
$14.5B
$1.2M 0.03%
8,808
+140
+2% +$18.6K
DDOG icon
268
Datadog
DDOG
$88.6B
$1.19M 0.03%
13,717
+284
+2% +$17.3K
LHX icon
269
L3Harris
LHX
$53.3B
$1.19M 0.03%
7,007
-491
-7% -$92.3K
QCOM icon
270
Qualcomm
QCOM
$171B
$1.17M 0.03%
12,848
-643
-5% -$51.6K
PB icon
271
Prosperity Bancshares
PB
$8.85B
$1.17M 0.03%
19,672
+3,941
+25% +$227K
CARR icon
272
Carrier Global
CARR
$52.4B
$1.16M 0.03%
+52,074
New +$968K
BPOP icon
273
Popular Inc
BPOP
$11.2B
$1.15M 0.03%
30,940
-2,074
-6% -$77.2K
RBC icon
274
RBC Bearings
RBC
$17.5B
$1.15M 0.03%
8,573
+465
+6% +$59.3K
CI icon
275
Cigna
CI
$72.4B
$1.13M 0.03%
6,010
+51
+0.9% +$9.68K
9 10
11
12 13

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IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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.