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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
DOV icon
351
Dover
DOV
$28B
$587K 0.02%
6,992
-31
-0.4% -$3.29K
MCO icon
352
Moody's
MCO
$82.8B
$584K 0.02%
2,759
+332
+14% +$80.7K
UAL icon
353
United Airlines
UAL
$40.6B
$581K 0.02%
18,428
-17,516
-49% -$1.16M
GBDC icon
354
Golub Capital BDC
GBDC
$3.4B
$580K 0.02%
47,181
+15,465
+49% +$253K
SBNY
355
DELISTED
Signature Bank
SBNY
$578K 0.02%
7,189
+218
+3% +$27.4K
HUM icon
356
Humana
HUM
$46.7B
$577K 0.02%
+1,836
New +$619K
RDS.A
357
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$575K 0.02%
16,483
-16,811
-50% -$785K
YUMC icon
358
Yum China
YUMC
$16.4B
$563K 0.02%
13,198
-812
-6% -$36.2K
CACI icon
359
CACI
CACI
$15B
$562K 0.02%
2,662
+380
+17% +$94.4K
AROW icon
360
Arrow Financial
AROW
$725M
$561K 0.02%
22,658
-112
-0.5% -$3.28K
KMI icon
361
Kinder Morgan
KMI
$70.7B
$561K 0.02%
+40,303
New +$767K
BRK.A icon
362
Berkshire Hathaway Class A
BRK.A
$1.09T
$544K 0.02%
2
-8
-80% -$2.55M
NBIX icon
363
Neurocrine Biosciences
NBIX
$15.9B
$533K 0.02%
6,157
+275
+5% +$26.9K
VUG icon
364
Vanguard Morningstar Growth ETF
VUG
$229B
$529K 0.02%
20,238
-660
-3% -$19.8K
SPSB icon
365
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$528K 0.02%
17,442
+4,741
+37% +$145K
DT icon
366
Dynatrace
DT
$14.3B
$526K 0.02%
+22,050
New +$635K
ACC
367
DELISTED
American Campus Communities, Inc.
ACC
$524K 0.02%
18,889
-544
-3% -$22.7K
POOL icon
368
Pool Corp
POOL
$7.25B
$519K 0.02%
2,636
+201
+8% +$42.8K
VER
369
DELISTED
VEREIT, Inc.
VER
$516K 0.02%
21,091
+2,161
+11% +$91.3K
RS icon
370
Reliance Steel & Aluminium
RS
$21.8B
$512K 0.02%
5,850
+951
+19% +$101K
NAVI icon
371
Navient
NAVI
$831M
$511K 0.02%
67,464
+25,553
+61% +$305K
EPAM icon
372
EPAM Systems
EPAM
$5.17B
$509K 0.02%
2,739
+156
+6% +$33.7K
IJT icon
373
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$506K 0.02%
7,334
+166
+2% +$14.7K
XLP icon
374
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$505K 0.02%
9,265
-25
-0.3% -$1.52K
COR
375
DELISTED
Coresite Realty Corporation
COR
$503K 0.02%
4,343
+77
+2% +$8.57K
13 14
15
16 17

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SCC
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BAM
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ACI
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ACM
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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.