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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
XLY icon
326
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$660K 0.02%
13,464
-678
-5% -$40K
IDXX icon
327
Idexx Laboratories
IDXX
$45B
$658K 0.02%
2,718
+280
+11% +$73.1K
VRSN icon
328
VeriSign
VRSN
$25.6B
$657K 0.02%
3,646
-449
-11% -$88.3K
CSGP icon
329
CoStar Group
CSGP
$12.4B
$656K 0.02%
11,170
-1,800
-14% -$117K
TEL icon
330
TE Connectivity
TEL
$62B
$656K 0.02%
10,414
+21
+0.2% +$1.79K
SSNC icon
331
SS&C Technologies
SSNC
$18.8B
$653K 0.02%
14,893
-2,096
-12% -$119K
NSC icon
332
Norfolk Southern
NSC
$75.3B
$650K 0.02%
4,450
-8,159
-65% -$1.51M
VOO icon
333
Vanguard S&P 500 ETF
VOO
$1.03T
$649K 0.02%
2,741
-128
-4% -$35.9K
GM icon
334
General Motors
GM
$76.1B
$642K 0.02%
30,916
-25,577
-45% -$781K
KWR icon
335
Quaker Houghton
KWR
$2.91B
$638K 0.02%
5,054
+19
+0.4% +$3.08K
POWI icon
336
Power Integrations
POWI
$3.57B
$637K 0.02%
14,432
-134
-0.9% -$6.47K
SC
337
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$635K 0.02%
45,631
-141,609
-76% -$3.15M
FIVE icon
338
Five Below
FIVE
$13.2B
$631K 0.02%
8,970
-132
-1% -$13.4K
IWP icon
339
iShares Russell Mid-Cap Growth ETF
IWP
$21B
$629K 0.02%
10,348
+230
+2% +$16.8K
MAA icon
340
Mid-America Apartment Communities
MAA
$15.4B
$629K 0.02%
6,103
-4,245
-41% -$552K
WBS icon
341
Webster Financial
WBS
$12.8B
$628K 0.02%
27,436
-1,030
-4% -$41.9K
OMC icon
342
Omnicom Group
OMC
$23.5B
$621K 0.02%
11,304
-269
-2% -$19.1K
LULU icon
343
lululemon athletica
LULU
$13.7B
$614K 0.02%
3,237
-2,765
-46% -$619K
ATR icon
344
AptarGroup
ATR
$8.47B
$611K 0.02%
6,142
-245
-4% -$26.6K
VSGX icon
345
Vanguard ESG International Stock ETF
VSGX
$6.81B
$611K 0.02%
+14,856
New +$732K
MAR icon
346
Marriott International
MAR
$92.5B
$607K 0.02%
8,120
-2,249
-22% -$280K
GBCI icon
347
Glacier Bancorp
GBCI
$6.4B
$602K 0.02%
17,717
-356
-2% -$14.2K
OGE icon
348
OGE Energy
OGE
$9.69B
$599K 0.02%
19,491
-1,386
-7% -$56K
MSM icon
349
MSC Industrial Direct
MSM
$6.67B
$589K 0.02%
10,724
+1,310
+14% +$86.3K
SUSA icon
350
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$589K 0.02%
10,738
+3,084
+40% +$198K
12 13
14
15 16

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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.