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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
BSX icon
276
Boston Scientific
BSX
$74.9B
$1.12M 0.03%
31,823
-3,053
-9% -$110K
TEL icon
277
TE Connectivity
TEL
$62.2B
$1.11M 0.03%
13,623
+3,209
+31% +$242K
MU icon
278
Micron Technology
MU
$1.07T
$1.1M 0.03%
21,389
+959
+5% +$45.2K
NTAP icon
279
NetApp
NTAP
$40.2B
$1.1M 0.03%
24,732
+4,681
+23% +$201K
FIS icon
280
Fidelity National Information Services
FIS
$22.8B
$1.09M 0.03%
8,141
+437
+6% +$57.4K
WAL icon
281
Western Alliance Bancorporation
WAL
$8.92B
$1.08M 0.03%
28,655
+2,881
+11% +$101K
FIVE icon
282
Five Below
FIVE
$13.4B
$1.08M 0.03%
10,134
+1,164
+13% +$109K
KWR icon
283
Quaker Houghton
KWR
$2.95B
$1.08M 0.03%
5,819
+765
+15% +$120K
INTU icon
284
Intuit
INTU
$98B
$1.07M 0.03%
3,616
+79
+2% +$21.7K
QRVO icon
285
Qorvo
QRVO
$8.68B
$1.06M 0.03%
9,639
-211
-2% -$20.9K
SO icon
286
Southern Company
SO
$107B
$1.05M 0.03%
20,347
-1,903
-9% -$106K
PH icon
287
Parker-Hannifin
PH
$134B
$1.05M 0.03%
5,737
+632
+12% +$102K
SCHX icon
288
Schwab US Large- Cap ETF
SCHX
$75B
$1.04M 0.03%
84,048
-4,500
-5% -$52.4K
GEN icon
289
Gen Digital
GEN
$17.7B
$1.03M 0.03%
52,092
+27,541
+112% +$561K
AZN icon
290
AstraZeneca
AZN
$244B
$1.02M 0.03%
9,682
+1,018
+12% +$105K
PHG icon
291
Philips
PHG
$26.8B
$1.01M 0.03%
26,669
-5,584
-17% -$194K
NOC icon
292
Northrop Grumman
NOC
$81.6B
$990K 0.03%
3,221
-438
-12% -$144K
IR icon
293
Ingersoll Rand
IR
$32.7B
$989K 0.03%
35,171
-2,024
-5% -$57.2K
TMUS icon
294
T-Mobile US
TMUS
$197B
$973K 0.03%
9,339
+3,371
+56% +$323K
PPG icon
295
PPG Industries
PPG
$25.5B
$965K 0.03%
9,094
-4,506
-33% -$434K
CHTR icon
296
Charter Communications
CHTR
$18.7B
$960K 0.03%
1,883
+8
+0.4% +$4.06K
NBIX icon
297
Neurocrine Biosciences
NBIX
$15.3B
$950K 0.03%
7,787
+1,630
+26% +$180K
WBD icon
298
Warner Bros
WBD
$69.6B
$948K 0.03%
44,933
-3,174
-7% -$68.6K
NEOG icon
299
Neogen
NEOG
$2.59B
$947K 0.03%
24,402
– –
VER
300
DELISTED
VEREIT, Inc.
VER
$942K 0.03%
29,287
+8,196
+39% +$228K
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 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.