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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
DEA
351
Easterly Government Properties
DEA
$1.16B
$742K 0.02%
13,250
-456
-3% -$27K
ATR icon
352
AptarGroup
ATR
$8.47B
$741K 0.02%
6,542
-443
-6% -$51.8K
CIEN icon
353
Ciena
CIEN
$61.2B
$741K 0.02%
+18,679
New +$983K
CVCO icon
354
Cavco Industries
CVCO
$4.6B
$739K 0.02%
4,101
-281
-6% -$53.6K
SCHF icon
355
Schwab International Equity ETF
SCHF
$69.1B
$738K 0.02%
46,992
-8,418
-15% -$132K
KR icon
356
Kroger
KR
$34.3B
$736K 0.02%
21,692
+2,161
+11% +$74.6K
RPD icon
357
Rapid7
RPD
$827M
$728K 0.02%
11,890
-79
-0.7% -$4.7K
PODD icon
358
Insulet
PODD
$10.1B
$725K 0.02%
3,064
-36
-1% -$7.58K
IJT icon
359
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.42B
$716K 0.02%
8,114
+400
+5% +$35.8K
ELV icon
360
Elevance Health
ELV
$86.6B
$714K 0.02%
2,660
-490
-16% -$132K
SDY icon
361
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$714K 0.02%
7,730
-394
-5% -$37.2K
ALL icon
362
Allstate
ALL
$64.7B
$713K 0.02%
7,577
-843
-10% -$78.6K
KMI icon
363
Kinder Morgan
KMI
$70.7B
$712K 0.02%
57,784
+22,026
+62% +$307K
NTRS icon
364
Northern Trust
NTRS
$35B
$712K 0.02%
9,133
+1,799
+25% +$144K
DUK icon
365
Duke Energy
DUK
$96.3B
$705K 0.02%
7,964
-650
-8% -$53.6K
VRSN icon
366
VeriSign
VRSN
$25.6B
$697K 0.02%
3,403
-318
-9% -$65.7K
ANSS
367
DELISTED
Ansys
ANSS
$683K 0.02%
2,088
-424
-17% -$133K
STT icon
368
State Street
STT
$52.2B
$669K 0.02%
11,279
-1,036
-8% -$67.3K
ACHC icon
369
Acadia Healthcare
ACHC
$2.95B
$666K 0.02%
22,575
-828
-4% -$24K
VUG icon
370
Vanguard Morningstar Growth ETF
VUG
$229B
$666K 0.02%
17,556
-858
-5% -$31.7K
YUMC icon
371
Yum China
YUMC
$16.4B
$664K 0.02%
12,536
– –
CMG icon
372
Chipotle Mexican Grill
CMG
$41.3B
$663K 0.02%
26,650
-2,600
-9% -$62.7K
RIO icon
373
Rio Tinto
RIO
$165B
$661K 0.02%
+10,942
New +$671K
TWLO icon
374
Twilio
TWLO
$37.9B
$657K 0.02%
2,660
-61
-2% -$15K
GD icon
375
General Dynamics
GD
$107B
$655K 0.02%
4,728
-1,253
-21% -$185K
13 14
15
16 17

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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.