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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
AEP icon
251
American Electric Power
AEP
$67.9B
$1.47M 0.04%
17,965
-8,541
-32% -$704K
SAP icon
252
SAP
SAP
$236B
$1.44M 0.04%
9,230
-389
-4% -$61.8K
CARR icon
253
Carrier Global
CARR
$52B
$1.44M 0.04%
47,055
-5,019
-10% -$142K
VTI icon
254
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$1.43M 0.04%
8,394
-3,271
-28% -$550K
VBK icon
255
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.8B
$1.42M 0.04%
6,623
-241
-4% -$50.9K
ZBH icon
256
Zimmer Biomet
ZBH
$18.7B
$1.42M 0.04%
10,723
-1,121
-9% -$146K
ROP icon
257
Roper Technologies
ROP
$39.1B
$1.41M 0.04%
3,572
+2,577
+259% +$1.07M
PFF icon
258
iShares Preferred and Income Securities ETF
PFF
$13.3B
$1.41M 0.04%
38,703
+2,950
+8% +$106K
DDOG icon
259
Datadog
DDOG
$86.5B
$1.4M 0.04%
13,717
– –
PAYX icon
260
Paychex
PAYX
$42.8B
$1.4M 0.04%
17,535
-25,236
-59% -$1.9M
ODFL icon
261
Old Dominion Freight Line
ODFL
$44.1B
$1.4M 0.04%
15,454
+10,158
+192% +$953K
TEL icon
262
TE Connectivity
TEL
$62B
$1.39M 0.04%
14,218
+595
+4% +$54.8K
CGNX icon
263
Cognex
CGNX
$10.2B
$1.37M 0.04%
21,057
-1,558
-7% -$101K
GIS icon
264
General Mills
GIS
$20.4B
$1.35M 0.04%
21,874
-1,369
-6% -$85.6K
PH icon
265
Parker-Hannifin
PH
$135B
$1.34M 0.04%
6,648
+911
+16% +$179K
SYK icon
266
Stryker
SYK
$133B
$1.34M 0.04%
6,440
-328
-5% -$63.8K
LRCX icon
267
Lam Research
LRCX
$408B
$1.34M 0.04%
40,290
-38,580
-49% -$1.33M
GE icon
268
GE Aerospace
GE
$379B
$1.32M 0.04%
42,556
-2,669
-6% -$86.8K
XYZ
269
Block Inc
XYZ
$47B
$1.3M 0.04%
8,029
-492
-6% -$69.5K
FTV icon
270
Fortive
FTV
$18.6B
$1.28M 0.04%
26,652
-12,688
-32% -$579K
RBA icon
271
RB Global
RBA
$16B
$1.24M 0.03%
20,905
-1,266
-6% -$66.8K
ETN icon
272
Eaton
ETN
$179B
$1.23M 0.03%
12,006
-6,899
-36% -$674K
BAX icon
273
Baxter International
BAX
$13.9B
$1.22M 0.03%
15,209
-4,073
-21% -$343K
YUM icon
274
Yum! Brands
YUM
$41B
$1.22M 0.03%
13,363
-1,130
-8% -$104K
PBE icon
275
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.2M 0.03%
21,180
– –
9 10
11
12 13

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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.