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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
SNY icon
301
Sanofi
SNY
$105B
$778K 0.03%
+17,798
New +$852K
AZN icon
302
AstraZeneca
AZN
$246B
$774K 0.03%
8,664
-1,249
-13% -$118K
RBA icon
303
RB Global
RBA
$16B
$768K 0.03%
22,456
-336
-1% -$13.4K
IEF icon
304
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$766K 0.03%
6,305
+960
+18% +$110K
PB icon
305
Prosperity Bancshares
PB
$8.95B
$759K 0.03%
15,731
+7
+0% +$456
GGG icon
306
Graco
GGG
$13.4B
$758K 0.03%
15,552
+247
+2% +$12.7K
GWX icon
307
State Street SPDR S&P International Small Cap ETF
GWX
$925M
$756K 0.03%
+33,223
New +$931K
ALL icon
308
Allstate
ALL
$64.7B
$745K 0.03%
8,125
+972
+14% +$106K
HSBC icon
309
HSBC
HSBC
$358B
$742K 0.03%
26,490
-234
-0.9% -$8.13K
POR icon
310
Portland General Electric
POR
$5.74B
$739K 0.03%
15,415
-24
-0.2% -$1.34K
DUK icon
311
Duke Energy
DUK
$96.3B
$734K 0.03%
9,081
-792
-8% -$72.7K
SDY icon
312
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$728K 0.03%
9,120
+435
+5% +$42.9K
TAP icon
313
Molson Coors Class B
TAP
$7.75B
$721K 0.03%
18,475
+393
+2% +$19.9K
KEYS icon
314
Keysight
KEYS
$60.6B
$710K 0.02%
8,486
-3,428
-29% -$326K
K
315
DELISTED
Kellanova
K
$708K 0.02%
12,563
-6,770
-35% -$415K
DEA
316
Easterly Government Properties
DEA
$1.16B
$687K 0.02%
11,149
+368
+3% +$22K
DORM icon
317
Dorman Products
DORM
$3.97B
$687K 0.02%
12,430
-88
-0.7% -$5.99K
CVCO icon
318
Cavco Industries
CVCO
$4.6B
$683K 0.02%
4,712
-46
-1% -$9.04K
NXPI icon
319
NXP Semiconductors
NXPI
$58.9B
$675K 0.02%
8,139
-1,408
-15% -$165K
DD icon
320
DuPont de Nemours
DD
$19.5B
$672K 0.02%
15,705
-8,107
-34% -$496K
STT icon
321
State Street
STT
$52.2B
$670K 0.02%
12,578
-1,385
-10% -$96.2K
ELV icon
322
Elevance Health
ELV
$86.6B
$669K 0.02%
2,945
-11,157
-79% -$3.04M
WBA
323
DELISTED
Walgreens Boots Alliance
WBA
$665K 0.02%
14,533
-550
-4% -$27.9K
RCL icon
324
Royal Caribbean
RCL
$82.4B
$664K 0.02%
20,645
-9,568
-32% -$874K
PH icon
325
Parker-Hannifin
PH
$135B
$662K 0.02%
5,105
+707
+16% +$128K
11 12
13
14 15

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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.