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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
DKNG icon
376
DraftKings
DKNG
$12.7B
$653K 0.02%
11,103
+2,103
+23% +$81.8K
POWI icon
377
Power Integrations
POWI
$3.57B
$646K 0.02%
11,655
-2,239
-16% -$129K
NEM icon
378
Newmont
NEM
$124B
$641K 0.02%
10,107
-469
-4% -$30.6K
BRK.A icon
379
Berkshire Hathaway Class A
BRK.A
$1.09T
$640K 0.02%
2
– –
KEYS icon
380
Keysight
KEYS
$60.6B
$640K 0.02%
6,478
+690
+12% +$67.8K
PII icon
381
Polaris
PII
$3.9B
$640K 0.02%
6,783
-172
-2% -$16.9K
RS icon
382
Reliance Steel & Aluminium
RS
$21.8B
$638K 0.02%
6,255
+821
+15% +$83.6K
VICI icon
383
VICI Properties
VICI
$28.7B
$632K 0.02%
27,058
+693
+3% +$15.6K
SPSB icon
384
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$630K 0.02%
20,079
+219
+1% +$6.87K
DXCM icon
385
DexCom
DXCM
$34.3B
$629K 0.02%
6,104
-408
-6% -$42.6K
EL icon
386
Estee Lauder
EL
$31.7B
$627K 0.02%
2,872
+47
+2% +$9.67K
CHE icon
387
Chemed
CHE
$7.07B
$624K 0.02%
1,298
+31
+2% +$15.2K
TXRH icon
388
Texas Roadhouse
TXRH
$14.1B
$623K 0.02%
10,250
-309
-3% -$18.1K
OGE icon
389
OGE Energy
OGE
$9.69B
$620K 0.02%
20,674
+2,244
+12% +$70.6K
SBNY
390
DELISTED
Signature Bank
SBNY
$617K 0.02%
7,434
-378
-5% -$37.6K
ACC
391
DELISTED
American Campus Communities, Inc.
ACC
$613K 0.02%
17,555
-1,563
-8% -$53.9K
GBDC icon
392
Golub Capital BDC
GBDC
$3.4B
$612K 0.02%
46,255
+20
+0% +$250
MZTI
393
The Marzetti Company
MZTI
$3.18B
$612K 0.02%
3,421
+303
+10% +$50.7K
JAZZ icon
394
Jazz Pharmaceuticals
JAZZ
$16.2B
$609K 0.02%
4,273
+159
+4% +$19.7K
VAR
395
DELISTED
Varian Medical Systems, Inc.
VAR
$594K 0.02%
3,453
-259
-7% -$40.7K
ENOV icon
396
Enovis
ENOV
$1.42B
$592K 0.02%
10,976
-168
-2% -$9.23K
INGR icon
397
Ingredion
INGR
$6.54B
$591K 0.02%
+7,807
New +$634K
AGO icon
398
Assured Guaranty
AGO
$3.29B
$590K 0.02%
27,469
-7,603
-22% -$168K
MAR icon
399
Marriott International
MAR
$92.5B
$590K 0.02%
6,371
-1,089
-15% -$103K
XLV icon
400
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$586K 0.02%
5,560
+14
+0.3% +$1.47K
14 15
16
17 18

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.