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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
TMUS icon
376
T-Mobile US
TMUS
$190B
$501K 0.02%
5,968
-868
-13% -$73.4K
WY icon
377
Weyerhaeuser
WY
$17.8B
$501K 0.02%
29,545
-4,287
-13% -$113K
AFL icon
378
Aflac
AFL
$60.5B
$498K 0.02%
14,559
-4,539
-24% -$207K
ITB icon
379
iShares US Home Construction ETF
ITB
$2.34B
$495K 0.02%
17,117
-941
-5% -$40.3K
DAL icon
380
Delta Air Lines
DAL
$59.1B
$494K 0.02%
17,317
-29,595
-63% -$1.47M
AMD icon
381
Advanced Micro Devices
AMD
$788B
$490K 0.02%
10,767
-18,577
-63% -$895K
ATCO
382
DELISTED
Atlas Corp.
ATCO
$488K 0.02%
63,448
+24,314
+62% +$268K
EL icon
383
Estee Lauder
EL
$31.7B
$487K 0.02%
3,057
-6,594
-68% -$1.27M
XLV icon
384
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$486K 0.02%
5,481
+25
+0.5% +$2.43K
XYZ
385
Block Inc
XYZ
$47B
$485K 0.02%
9,257
-3,773
-29% -$258K
DDOG icon
386
Datadog
DDOG
$86.5B
$483K 0.02%
+13,433
New +$554K
GPN icon
387
Global Payments
GPN
$23.4B
$483K 0.02%
3,351
+322
+11% +$58.8K
IXJ icon
388
iShares Global Healthcare ETF
IXJ
$4.23B
$478K 0.02%
7,851
-3
-0% -$198
MSFT icon
389
CALL
Microsoft
MSFT
$3.66T
$473K 0.02%
+3,000
New +$493K
MKC icon
390
McCormick & Company Non-Voting
MKC
$14.2B
$472K 0.02%
6,688
-430
-6% -$33.4K
WRK
391
DELISTED
WestRock Company
WRK
$463K 0.02%
+16,389
New +$589K
GEN icon
392
Gen Digital
GEN
$17.1B
$459K 0.02%
+24,551
New +$531K
PODD icon
393
Insulet
PODD
$10.1B
$459K 0.02%
2,768
+410
+17% +$74.9K
OSK icon
394
Oshkosh
OSK
$9.61B
$453K 0.02%
7,047
+765
+12% +$60K
RPD icon
395
Rapid7
RPD
$827M
$453K 0.02%
10,450
-207
-2% -$10.9K
EVRG icon
396
Evergy
EVRG
$19.2B
$451K 0.02%
8,200
-1,551
-16% -$102K
ATVI
397
DELISTED
Activision Blizzard
ATVI
$451K 0.02%
7,578
+2,217
+41% +$132K
ALGN icon
398
Align Technology
ALGN
$12.4B
$441K 0.02%
2,538
-82
-3% -$19.6K
AMT icon
399
American Tower
AMT
$79.4B
$439K 0.02%
2,015
-255
-11% -$59.3K
BPYU
400
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$434K 0.02%
51,177
+14,312
+39% +$232K
14 15
16
17 18

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BAM
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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.