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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
MPC icon
376
Marathon Petroleum
MPC
$99.7B
$619K 0.02%
16,561
-1,572
-9% -$50.5K
DOW icon
377
Dow Inc
DOW
$21.8B
$618K 0.02%
15,158
-12,661
-46% -$463K
CMG icon
378
Chipotle Mexican Grill
CMG
$41.6B
$616K 0.02%
29,250
-3,200
-10% -$59.2K
ZION icon
379
Zions Bancorporation
ZION
$10.4B
$615K 0.02%
18,081
-22,502
-55% -$712K
RPD icon
380
Rapid7
RPD
$904M
$611K 0.02%
11,969
+1,519
+15% +$70.7K
SUB icon
381
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$604K 0.02%
5,603
-38,204
-87% -$4.09M
YUMC icon
382
Yum China
YUMC
$16.2B
$603K 0.02%
12,536
-662
-5% -$31.2K
PODD icon
383
Insulet
PODD
$10.1B
$602K 0.02%
3,100
+332
+12% +$63.5K
REGN icon
384
Regeneron Pharmaceuticals
REGN
$83B
$600K 0.02%
962
+230
+31% +$131K
AROW icon
385
Arrow Financial
AROW
$725M
$598K 0.02%
22,658
– –
TWLO icon
386
Twilio
TWLO
$38.9B
$597K 0.02%
2,721
-195
-7% -$31.3K
ACHC icon
387
Acadia Healthcare
ACHC
$2.84B
$588K 0.02%
23,403
+4,690
+25% +$117K
SNDR icon
388
Schneider National
SNDR
$6.38B
$587K 0.02%
23,804
+3,934
+20% +$86.6K
KEYS icon
389
Keysight
KEYS
$60.6B
$583K 0.02%
5,788
-2,698
-32% -$265K
NTRS icon
390
Northern Trust
NTRS
$34.8B
$582K 0.02%
7,334
+3,706
+102% +$294K
COR
391
DELISTED
Coresite Realty Corporation
COR
$574K 0.02%
4,745
+402
+9% +$48.3K
VTV icon
392
Vanguard Morningstar Value ETF
VTV
$194B
$573K 0.02%
5,751
-30,712
-84% -$3.01M
CHE icon
393
Chemed
CHE
$7.09B
$572K 0.02%
1,267
+378
+43% +$169K
DOC
394
DELISTED
PHYSICIANS REALTY TRUST
DOC
$571K 0.02%
32,566
+1,642
+5% +$26.8K
GBCI icon
395
Glacier Bancorp
GBCI
$6.48B
$569K 0.02%
16,114
-1,603
-9% -$59.5K
DHI icon
396
D.R. Horton
DHI
$41.7B
$568K 0.02%
10,249
+526
+5% +$25.5K
OGE icon
397
OGE Energy
OGE
$9.68B
$560K 0.02%
18,430
-1,061
-5% -$32.8K
ROCK icon
398
Gibraltar Industries
ROCK
$1.47B
$559K 0.02%
+11,636
New +$517K
TXRH icon
399
Texas Roadhouse
TXRH
$13.7B
$555K 0.02%
10,559
+2,150
+26% +$105K
XLV icon
400
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$555K 0.02%
5,546
+65
+1% +$6.42K
14 15
16
17 18

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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.