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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
EFX icon
401
Equifax
EFX
$21.8B
$553K 0.02%
3,220
+96
+3% +$14.2K
CACI icon
402
CACI
CACI
$14.8B
$546K 0.02%
2,517
-145
-5% -$34.7K
KMI icon
403
Kinder Morgan
KMI
$71.4B
$542K 0.02%
35,758
-4,545
-11% -$69.1K
GBDC icon
404
Golub Capital BDC
GBDC
$3.48B
$539K 0.02%
46,235
-946
-2% -$10.7K
BRK.A icon
405
Berkshire Hathaway Class A
BRK.A
$1.09T
$535K 0.02%
2
– –
ENOV icon
406
Enovis
ENOV
$1.48B
$535K 0.02%
11,144
-718
-6% -$31.7K
EL icon
407
Estee Lauder
EL
$31.6B
$533K 0.02%
2,825
-232
-8% -$41.5K
EBAY icon
408
eBay
EBAY
$46.5B
$532K 0.02%
10,136
+944
+10% +$39.9K
VICI icon
409
VICI Properties
VICI
$29B
$532K 0.02%
26,365
+7,288
+38% +$133K
SPGI icon
410
S&P Global
SPGI
$125B
$531K 0.02%
1,612
+95
+6% +$28.6K
GPN icon
411
Global Payments
GPN
$25.1B
$522K 0.02%
3,076
-275
-8% -$45.8K
CTXS
412
DELISTED
Citrix Systems Inc
CTXS
$522K 0.02%
3,530
+896
+34% +$129K
PNFP icon
413
Pinnacle Financial Partners Inc
PNFP
$16.2B
$521K 0.02%
12,397
+1,771
+17% +$70.3K
KMPR icon
414
Kemper
KMPR
$1.59B
$520K 0.02%
+7,171
New +$480K
MKC icon
415
McCormick & Company Non-Voting
MKC
$14.6B
$520K 0.02%
5,800
-888
-13% -$73.1K
CERN
416
DELISTED
Cerner Corp
CERN
$520K 0.02%
7,593
+1,279
+20% +$87.9K
SNPS icon
417
Synopsys
SNPS
$78.8B
$519K 0.02%
2,659
+4
+0.2% +$660
RS icon
418
Reliance Steel & Aluminium
RS
$21.7B
$516K 0.02%
5,434
-416
-7% -$37.9K
RNG icon
419
RingCentral
RNG
$5.66B
$514K 0.02%
1,804
+190
+12% +$48.1K
WBA
420
DELISTED
Walgreens Boots Alliance
WBA
$511K 0.01%
12,047
-2,486
-17% -$106K
SLAB icon
421
Silicon Laboratories
SLAB
$7.28B
$510K 0.01%
5,090
+577
+13% +$53.9K
ADI icon
422
Analog Devices
ADI
$186B
$494K 0.01%
4,029
-131
-3% -$14.4K
CRI icon
423
Carter's
CRI
$1.44B
$487K 0.01%
6,038
+852
+16% +$67.8K
MTD icon
424
Mettler-Toledo International
MTD
$28.7B
$484K 0.01%
601
+8
+1% +$5.95K
MZTI
425
The Marzetti Company
MZTI
$3.22B
$483K 0.01%
3,118
+1,116
+56% +$162K
15 16
17
18 19

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IA
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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 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.