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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
LAD icon
276
Lithia Motors
LAD
$8.32B
$1.2M 0.03%
5,253
-133
-2% -$29.9K
BURL icon
277
Burlington
BURL
$22.3B
$1.18M 0.03%
5,746
-496
-8% -$96.6K
INTU icon
278
Intuit
INTU
$91.6B
$1.18M 0.03%
3,628
+12
+0.3% +$3.75K
SCHX icon
279
Schwab US Large- Cap ETF
SCHX
$74.5B
$1.18M 0.03%
87,990
+3,942
+5% +$52.4K
FIS icon
280
Fidelity National Information Services
FIS
$21.6B
$1.18M 0.03%
8,016
-125
-2% -$18.1K
HSY icon
281
Hershey
HSY
$37B
$1.18M 0.03%
8,206
-7,075
-46% -$1M
LEA icon
282
Lear
LEA
$8.07B
$1.16M 0.03%
10,663
-2,652
-20% -$302K
IT icon
283
Gartner
IT
$11.3B
$1.15M 0.03%
9,205
-886
-9% -$113K
NTAP icon
284
NetApp
NTAP
$39.6B
$1.15M 0.03%
26,144
+1,412
+6% +$61.6K
BNY
285
Bank of New York Mellon
BNY
$111B
$1.14M 0.03%
33,156
-3,081
-9% -$112K
CHTR icon
286
Charter Communications
CHTR
$17.9B
$1.14M 0.03%
1,825
-58
-3% -$34.2K
EQNR icon
287
Equinor
EQNR
$97.3B
$1.14M 0.03%
81,044
-3,869
-5% -$59.7K
CRNC icon
288
Cerence
CRNC
$391M
$1.14M 0.03%
23,266
+2,989
+15% +$144K
SUI icon
289
Sun Communities
SUI
$14.4B
$1.14M 0.03%
8,084
-724
-8% -$104K
IR icon
290
Ingersoll Rand
IR
$32.9B
$1.12M 0.03%
31,576
-3,595
-10% -$120K
HUBS icon
291
HubSpot
HUBS
$10.5B
$1.12M 0.03%
3,840
+599
+18% +$157K
AMD icon
292
Advanced Micro Devices
AMD
$788B
$1.12M 0.03%
13,655
+550
+4% +$40.8K
BPOP icon
293
Popular Inc
BPOP
$11.2B
$1.11M 0.03%
30,617
-323
-1% -$12K
SAM icon
294
Boston Beer
SAM
$1.89B
$1.08M 0.03%
+1,224
New +$967K
GEN icon
295
Gen Digital
GEN
$17.1B
$1.08M 0.03%
51,801
-291
-0.6% -$6.3K
FIVE icon
296
Five Below
FIVE
$13.2B
$1.08M 0.03%
8,481
-1,653
-16% -$188K
DORM icon
297
Dorman Products
DORM
$3.97B
$1.06M 0.03%
11,783
-718
-6% -$57.4K
TMUS icon
298
T-Mobile US
TMUS
$190B
$1.06M 0.03%
9,304
-35
-0.4% -$3.88K
VOO icon
299
Vanguard S&P 500 ETF
VOO
$1.03T
$1.06M 0.03%
3,438
+279
+9% +$85K
GGG icon
300
Graco
GGG
$13.4B
$1.05M 0.03%
17,183
-158
-0.9% -$8.83K
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 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.