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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
CAH icon
401
Cardinal Health
CAH
$54.5B
$433K 0.02%
9,024
-994
-10% -$51.6K
BJ icon
402
BJs Wholesale Club
BJ
$11.8B
$432K 0.02%
16,972
+3,180
+23% +$71.5K
DOC
403
DELISTED
PHYSICIANS REALTY TRUST
DOC
$431K 0.01%
30,924
+328
+1% +$6.03K
MSI icon
404
Motorola Solutions
MSI
$77.7B
$430K 0.01%
3,232
+55
+2% +$9.22K
LAD icon
405
Lithia Motors
LAD
$8.32B
$428K 0.01%
5,237
-108
-2% -$13K
MPC icon
406
Marathon Petroleum
MPC
$97.8B
$428K 0.01%
18,133
-3,047
-14% -$140K
CMG icon
407
Chipotle Mexican Grill
CMG
$41.3B
$425K 0.01%
32,450
-66,000
-67% -$1.04M
RTN
408
DELISTED
Raytheon Company
RTN
$423K 0.01%
3,226
-636
-16% -$126K
HUBB icon
409
Hubbell
HUBB
$27.1B
$420K 0.01%
3,662
-295
-7% -$39.8K
MTD icon
410
Mettler-Toledo International
MTD
$28.8B
$409K 0.01%
593
-42
-7% -$31.3K
SPEM icon
411
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.7B
$408K 0.01%
+14,320
New +$492K
RY icon
412
Royal Bank of Canada
RY
$297B
$407K 0.01%
6,611
– –
ENOV icon
413
Enovis
ENOV
$1.42B
$404K 0.01%
11,862
+3,112
+36% +$171K
EXC icon
414
Exelon
EXC
$46.6B
$403K 0.01%
15,335
-9,740
-39% -$306K
XLU icon
415
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$403K 0.01%
14,544
– –
ENTG icon
416
Entegris
ENTG
$24.6B
$402K 0.01%
8,982
+833
+10% +$43.2K
PNFP icon
417
Pinnacle Financial Partners Inc
PNFP
$16.1B
$399K 0.01%
10,626
+201
+2% +$10.9K
CERN
418
DELISTED
Cerner Corp
CERN
$398K 0.01%
6,314
+2,790
+79% +$198K
OLED icon
419
Universal Display
OLED
$4.23B
$397K 0.01%
+3,009
New +$518K
VAR
420
DELISTED
Varian Medical Systems, Inc.
VAR
$396K 0.01%
3,854
-148
-4% -$19.5K
ES icon
421
Eversource Energy
ES
$26.9B
$393K 0.01%
5,021
-180
-3% -$15.8K
RSG icon
422
Republic Services
RSG
$65.6B
$390K 0.01%
5,196
-414
-7% -$37.4K
CHE icon
423
Chemed
CHE
$7.07B
$385K 0.01%
+889
New +$397K
GSK icon
424
GSK
GSK
$101B
$385K 0.01%
8,136
+1,493
+22% +$79.6K
SLAB icon
425
Silicon Laboratories
SLAB
$7.22B
$385K 0.01%
4,513
-31
-0.7% -$3.08K
15 16
17
18 19

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BAM
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ACI
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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.