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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
TYL icon
301
Tyler Technologies
TYL
$13B
$1.05M 0.03%
3,005
-2,202
-42% -$761K
LHX icon
302
L3Harris
LHX
$54.1B
$1.03M 0.03%
6,086
-921
-13% -$162K
AZN icon
303
AstraZeneca
AZN
$246B
$1.03M 0.03%
9,400
-282
-3% -$31.4K
WBD icon
304
Warner Bros
WBD
$69.3B
$1.03M 0.03%
47,221
+2,288
+5% +$50K
MOH icon
305
Molina Healthcare
MOH
$10.8B
$1.02M 0.03%
5,579
-5,547
-50% -$1.01M
CI icon
306
Cigna
CI
$73.3B
$1.02M 0.03%
5,999
-11
-0.2% -$1.94K
KWR icon
307
Quaker Houghton
KWR
$2.91B
$1.01M 0.03%
5,611
-208
-4% -$39.9K
EPAM icon
308
EPAM Systems
EPAM
$5.17B
$1M 0.03%
3,110
+44
+1% +$13.1K
PB icon
309
Prosperity Bancshares
PB
$8.95B
$1M 0.03%
19,316
-356
-2% -$19.5K
SUSA icon
310
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$996K 0.03%
13,548
+1,572
+13% +$114K
NSC icon
311
Norfolk Southern
NSC
$75.3B
$993K 0.03%
4,640
+288
+7% +$57.8K
RBC icon
312
RBC Bearings
RBC
$17.6B
$987K 0.03%
8,147
-426
-5% -$54.6K
PPG icon
313
PPG Industries
PPG
$25.5B
$977K 0.03%
8,006
-1,088
-12% -$127K
BJ icon
314
BJs Wholesale Club
BJ
$11.8B
$973K 0.03%
23,409
-294
-1% -$12.2K
XLY icon
315
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$973K 0.03%
13,244
-100
-0.7% -$7.08K
ATCO
316
DELISTED
Atlas Corp.
ATCO
$958K 0.03%
107,158
+10,739
+11% +$87.2K
IWP icon
317
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$957K 0.03%
11,076
+528
+5% +$44.6K
NEOG icon
318
Neogen
NEOG
$2.5B
$955K 0.03%
24,402
– –
VER
319
DELISTED
VEREIT, Inc.
VER
$948K 0.03%
29,177
-110
-0.4% -$3.62K
ESGU icon
320
iShares ESG Aware MSCI USA ETF
ESGU
$18.4B
$947K 0.03%
12,426
-176
-1% -$13.3K
PHG icon
321
Philips
PHG
$26.2B
$939K 0.03%
24,562
-2,107
-8% -$84.6K
POOL icon
322
Pool Corp
POOL
$7.25B
$931K 0.03%
2,784
-218
-7% -$67.4K
VOYA icon
323
Voya Financial
VOYA
$9.02B
$929K 0.03%
19,389
-21,449
-53% -$1.06M
BKNG icon
324
Booking.com
BKNG
$160B
$924K 0.03%
13,500
-7,725
-36% -$543K
MU icon
325
Micron Technology
MU
$1.03T
$924K 0.03%
19,682
-1,707
-8% -$82.6K
11 12
13
14 15

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BAM
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ACI
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ACM
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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.