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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
WBD icon
276
Warner Bros
WBD
$69.3B
$935K 0.03%
48,107
-19,847
-29% -$545K
CTLT
277
DELISTED
CATALENT, INC.
CTLT
$930K 0.03%
17,896
+353
+2% +$19.3K
IR icon
278
Ingersoll Rand
IR
$32.9B
$922K 0.03%
37,195
+11,491
+45% +$365K
RBC icon
279
RBC Bearings
RBC
$17.6B
$915K 0.03%
8,108
-127
-2% -$19.7K
QCOM icon
280
Qualcomm
QCOM
$171B
$913K 0.03%
13,491
+1,644
+14% +$135K
AGO icon
281
Assured Guaranty
AGO
$3.29B
$905K 0.03%
35,106
-2,679
-7% -$111K
SCHX icon
282
Schwab US Large- Cap ETF
SCHX
$74.5B
$904K 0.03%
88,548
-5,442
-6% -$66.1K
SJM icon
283
J.M. Smucker
SJM
$12.7B
$863K 0.03%
7,774
+106
+1% +$11.3K
MU icon
284
Micron Technology
MU
$1.03T
$859K 0.03%
20,430
-46,823
-70% -$2.43M
GD icon
285
General Dynamics
GD
$107B
$856K 0.03%
6,470
-325
-5% -$54K
TSLA icon
286
Tesla
TSLA
$1.29T
$851K 0.03%
24,360
+15,030
+161% +$623K
NTAP icon
287
NetApp
NTAP
$39.6B
$836K 0.03%
20,051
+5,314
+36% +$275K
ASML icon
288
ASML
ASML
$695B
$825K 0.03%
3,153
-98
-3% -$27.9K
ANSS
289
DELISTED
Ansys
ANSS
$822K 0.03%
3,535
-630
-15% -$162K
VLO icon
290
Valero Energy
VLO
$95.1B
$820K 0.03%
18,075
+7,002
+63% +$509K
CHTR icon
291
Charter Communications
CHTR
$17.9B
$818K 0.03%
1,875
+42
+2% +$20.5K
NEOG icon
292
Neogen
NEOG
$2.5B
$817K 0.03%
24,402
– –
INTU icon
293
Intuit
INTU
$91.6B
$814K 0.03%
3,537
-22,759
-87% -$6.16M
DOW icon
294
Dow Inc
DOW
$22.1B
$813K 0.03%
27,819
-12,928
-32% -$550K
QRVO icon
295
Qorvo
QRVO
$8.67B
$794K 0.03%
9,850
+6,016
+157% +$602K
AVGO icon
296
Broadcom
AVGO
$1.98T
$793K 0.03%
33,430
+2,970
+10% +$83.7K
SNN icon
297
Smith & Nephew
SNN
$12.5B
$789K 0.03%
21,984
-896
-4% -$39.7K
WAL icon
298
Western Alliance Bancorporation
WAL
$9.01B
$789K 0.03%
25,774
-2,280
-8% -$109K
ED icon
299
Consolidated Edison
ED
$39.9B
$787K 0.03%
10,094
-2,082
-17% -$183K
BIO icon
300
Bio-Rad Laboratories Class A
BIO
$9.68B
$784K 0.03%
2,237
+52
+2% +$19.1K
10 11
12
13 14

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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 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.