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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
PPC icon
326
Pilgrim's Pride
PPC
$6.4B
$922K 0.03%
+61,598
New +$984K
SJM icon
327
J.M. Smucker
SJM
$12.7B
$900K 0.03%
7,788
-78
-1% -$8.69K
KTB icon
328
Kontoor Brands
KTB
$4.51B
$894K 0.02%
36,962
-797
-2% -$16.7K
SNY icon
329
Sanofi
SNY
$105B
$886K 0.02%
17,658
-405
-2% -$20.9K
WRK
330
DELISTED
WestRock Company
WRK
$883K 0.02%
25,407
-240
-0.9% -$7.42K
WAL icon
331
Western Alliance Bancorporation
WAL
$9.01B
$880K 0.02%
27,836
-819
-3% -$29.1K
VSGX icon
332
Vanguard ESG International Stock ETF
VSGX
$6.81B
$867K 0.02%
16,794
-241
-1% -$12.4K
ROCK icon
333
Gibraltar Industries
ROCK
$1.46B
$863K 0.02%
13,241
+1,605
+14% +$94.7K
ENTG icon
334
Entegris
ENTG
$24.6B
$858K 0.02%
11,546
+145
+1% +$9.72K
GM icon
335
General Motors
GM
$76.1B
$856K 0.02%
28,943
+1,300
+5% +$36.5K
SO icon
336
Southern Company
SO
$106B
$840K 0.02%
15,484
-4,863
-24% -$260K
ITB icon
337
iShares US Home Construction ETF
ITB
$2.34B
$836K 0.02%
14,755
-872
-6% -$45.6K
J icon
338
Jacobs Solutions
J
$17B
$835K 0.02%
10,878
-17,194
-61% -$1.26M
TAP icon
339
Molson Coors Class B
TAP
$7.75B
$816K 0.02%
24,309
+50
+0.2% +$1.8K
AVGO icon
340
Broadcom
AVGO
$1.98T
$808K 0.02%
22,170
-7,120
-24% -$238K
ASML icon
341
ASML
ASML
$695B
$794K 0.02%
2,151
-65
-3% -$24.3K
CSGP icon
342
CoStar Group
CSGP
$12.4B
$786K 0.02%
9,260
-670
-7% -$53.4K
MSM icon
343
MSC Industrial Direct
MSM
$6.67B
$778K 0.02%
12,291
+2,187
+22% +$145K
IEF icon
344
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$768K 0.02%
6,305
– –
DHI icon
345
D.R. Horton
DHI
$40.8B
$764K 0.02%
10,105
-144
-1% -$9.83K
AN icon
346
AutoNation
AN
$6.9B
$751K 0.02%
14,189
+1,394
+11% +$72.6K
DOV icon
347
Dover
DOV
$28B
$750K 0.02%
6,926
+11
+0.2% +$1.18K
NBIX icon
348
Neurocrine Biosciences
NBIX
$15.9B
$748K 0.02%
7,776
-11
-0.1% -$1.27K
SNN icon
349
Smith & Nephew
SNN
$12.5B
$747K 0.02%
19,103
-1,033
-5% -$41.6K
RDN icon
350
Radian Group
RDN
$4.87B
$744K 0.02%
50,928
-349
-0.7% -$5.2K
12 13
14
15 16

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IA
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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 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.