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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
ALL icon
326
Allstate
ALL
$66.6B
$817K 0.02%
8,420
+295
+4% +$29K
ASML icon
327
ASML
ASML
$702B
$816K 0.02%
2,216
-937
-30% -$294K
POOL icon
328
Pool Corp
POOL
$7.23B
$816K 0.02%
3,002
+366
+14% +$84.7K
LAD icon
329
Lithia Motors
LAD
$8.24B
$815K 0.02%
5,386
+149
+3% +$17.1K
WBS icon
330
Webster Financial
WBS
$12.8B
$813K 0.02%
28,407
+971
+4% +$25.7K
SUSA icon
331
iShares ESG Optimized MSCI USA ETF
SUSA
$4.17B
$801K 0.02%
11,976
+1,238
+12% +$77.5K
WFC icon
332
Wells Fargo
WFC
$265B
$799K 0.02%
31,223
-39,472
-56% -$1.08M
RDN icon
333
Radian Group
RDN
$4.86B
$795K 0.02%
51,277
+35,290
+221% +$522K
DEA
334
Easterly Government Properties
DEA
$1.14B
$792K 0.02%
13,706
+2,557
+23% +$162K
STT icon
335
State Street
STT
$51.8B
$783K 0.02%
12,315
-263
-2% -$15.9K
ATR icon
336
AptarGroup
ATR
$8.48B
$782K 0.02%
6,985
+843
+14% +$89.7K
EPAM icon
337
EPAM Systems
EPAM
$5.02B
$773K 0.02%
3,066
+327
+12% +$72K
VRSN icon
338
VeriSign
VRSN
$25.7B
$770K 0.02%
3,721
+75
+2% +$15.6K
IEF icon
339
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$768K 0.02%
6,305
– –
SNN icon
340
Smith & Nephew
SNN
$12.4B
$768K 0.02%
20,136
-1,848
-8% -$73.2K
NSC icon
341
Norfolk Southern
NSC
$75B
$764K 0.02%
4,352
-98
-2% -$16.6K
DD icon
342
DuPont de Nemours
DD
$19.5B
$746K 0.02%
11,188
-4,517
-29% -$264K
SDY icon
343
State Street SPDR S&P Dividend ETF
SDY
$22B
$741K 0.02%
8,124
-996
-11% -$87.5K
MCO icon
344
Moody's
MCO
$82.5B
$736K 0.02%
2,678
-81
-3% -$20.6K
MSM icon
345
MSC Industrial Direct
MSM
$6.68B
$736K 0.02%
10,104
-620
-6% -$40K
ANSS
346
DELISTED
Ansys
ANSS
$733K 0.02%
2,512
-1,023
-29% -$272K
ATCO
347
DELISTED
Atlas Corp.
ATCO
$733K 0.02%
96,419
+32,971
+52% +$240K
HUBS icon
348
HubSpot
HUBS
$10.7B
$727K 0.02%
+3,241
New +$583K
WRK
349
DELISTED
WestRock Company
WRK
$725K 0.02%
25,647
+9,258
+56% +$263K
CSGP icon
350
CoStar Group
CSGP
$12.4B
$706K 0.02%
9,930
-1,240
-11% -$80.2K
12 13
14
15 16

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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
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ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
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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.