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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
GM icon
351
General Motors
GM
$76.5B
$699K 0.02%
27,643
-3,273
-11% -$79.6K
IDXX icon
352
Idexx Laboratories
IDXX
$45.2B
$699K 0.02%
2,117
-601
-22% -$174K
SSNC icon
353
SS&C Technologies
SSNC
$18.5B
$699K 0.02%
12,377
-2,516
-17% -$137K
POR icon
354
Portland General Electric
POR
$5.73B
$697K 0.02%
16,660
+1,245
+8% +$57K
ITB icon
355
iShares US Home Construction ETF
ITB
$2.34B
$690K 0.02%
15,627
-1,490
-9% -$57.1K
AMD icon
356
Advanced Micro Devices
AMD
$801B
$689K 0.02%
13,105
+2,338
+22% +$124K
DUK icon
357
Duke Energy
DUK
$96.1B
$688K 0.02%
8,614
-467
-5% -$39.5K
XLP icon
358
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$687K 0.02%
11,711
+2,446
+26% +$143K
ENTG icon
359
Entegris
ENTG
$24B
$673K 0.02%
11,401
+2,419
+27% +$134K
KTB icon
360
Kontoor Brands
KTB
$4.39B
$672K 0.02%
37,759
+18,340
+94% +$327K
LM
361
DELISTED
Legg Mason, Inc.
LM
$671K 0.02%
13,492
+8,316
+161% +$413K
DOV icon
362
Dover
DOV
$27.9B
$668K 0.02%
6,915
-77
-1% -$7.11K
ACC
363
DELISTED
American Campus Communities, Inc.
ACC
$668K 0.02%
19,118
+229
+1% +$7.59K
KR icon
364
Kroger
KR
$34.3B
$661K 0.02%
19,531
+10,203
+109% +$331K
DXCM icon
365
DexCom
DXCM
$33.6B
$660K 0.02%
6,512
+2,420
+59% +$216K
IJT icon
366
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.39B
$655K 0.02%
7,714
+380
+5% +$29.6K
RDS.B
367
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$654K 0.02%
21,464
-34,791
-62% -$1.14M
NEM icon
368
Newmont
NEM
$126B
$653K 0.02%
+10,576
New +$626K
PII icon
369
Polaris
PII
$3.85B
$644K 0.02%
6,955
+726
+12% +$55.3K
ED icon
370
Consolidated Edison
ED
$39.8B
$640K 0.02%
8,898
-1,196
-12% -$91.9K
MAR icon
371
Marriott International
MAR
$92.3B
$640K 0.02%
7,460
-660
-8% -$57.3K
BOKF icon
372
BOK Financial
BOKF
$8.76B
$627K 0.02%
11,106
+2,120
+24% +$109K
CAH icon
373
Cardinal Health
CAH
$55B
$626K 0.02%
11,995
+2,971
+33% +$153K
SPSB icon
374
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$622K 0.02%
19,860
+2,418
+14% +$75K
VUG icon
375
Vanguard Morningstar Growth ETF
VUG
$230B
$620K 0.02%
18,414
-1,824
-9% -$56.1K
13 14
15
16 17

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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
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
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.