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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
AVGO icon
301
Broadcom
AVGO
$1.98T
$925K 0.03%
29,290
-4,140
-12% -$116K
SNY icon
302
Sanofi
SNY
$104B
$922K 0.03%
18,063
+265
+1% +$12.9K
LULU icon
303
lululemon athletica
LULU
$14.3B
$920K 0.03%
2,950
-287
-9% -$73.4K
RBA icon
304
RB Global
RBA
$16.6B
$906K 0.03%
22,171
-285
-1% -$11.7K
VOO icon
305
Vanguard S&P 500 ETF
VOO
$1.03T
$895K 0.03%
3,159
+418
+15% +$113K
GD icon
306
General Dynamics
GD
$106B
$894K 0.03%
5,981
-489
-8% -$69.1K
XYZ
307
Block Inc
XYZ
$47.5B
$894K 0.03%
8,521
-736
-8% -$56.3K
BJ icon
308
BJs Wholesale Club
BJ
$12B
$883K 0.03%
23,703
+6,731
+40% +$207K
ESGU icon
309
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$882K 0.03%
+12,602
New +$830K
AGO icon
310
Assured Guaranty
AGO
$3.31B
$856K 0.03%
35,072
-34
-0.1% -$927
HUM icon
311
Humana
HUM
$44.8B
$852K 0.02%
2,197
+361
+20% +$135K
XLY icon
312
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$852K 0.02%
13,344
-120
-0.9% -$7.08K
CVCO icon
313
Cavco Industries
CVCO
$4.57B
$845K 0.02%
4,382
-330
-7% -$54.1K
DORM icon
314
Dorman Products
DORM
$3.95B
$838K 0.02%
12,501
+71
+0.6% +$4.57K
SBNY
315
DELISTED
Signature Bank
SBNY
$835K 0.02%
7,812
+623
+9% +$61.3K
IWP icon
316
iShares Russell Mid-Cap Growth ETF
IWP
$20.8B
$834K 0.02%
10,548
+200
+2% +$14.5K
TAP icon
317
Molson Coors Class B
TAP
$7.83B
$834K 0.02%
24,259
+5,784
+31% +$231K
GGG icon
318
Graco
GGG
$13.5B
$832K 0.02%
17,341
+1,789
+12% +$84.3K
SJM icon
319
J.M. Smucker
SJM
$12.5B
$832K 0.02%
7,866
+92
+1% +$10.3K
CRNC icon
320
Cerence
CRNC
$381M
$828K 0.02%
20,277
+1,133
+6% +$32.5K
ELV icon
321
Elevance Health
ELV
$84.7B
$828K 0.02%
3,150
+205
+7% +$54.7K
ICUI icon
322
ICU Medical
ICUI
$4.55B
$826K 0.02%
4,483
-183
-4% -$36.3K
SCHF icon
323
Schwab International Equity ETF
SCHF
$68.5B
$824K 0.02%
55,410
-19,390
-26% -$273K
POWI icon
324
Power Integrations
POWI
$3.54B
$821K 0.02%
13,894
-538
-4% -$28.3K
VSGX icon
325
Vanguard ESG International Stock ETF
VSGX
$6.74B
$819K 0.02%
17,035
+2,179
+15% +$98.6K
11 12
13
14 15

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IA
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SCC
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BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
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.