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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
NUAN
401
DELISTED
Nuance Communications, Inc.
NUAN
$574K 0.02%
17,281
-73
-0.4% -$2.12K
SNDR icon
402
Schneider National
SNDR
$6.27B
$572K 0.02%
23,147
-657
-3% -$17K
SPGI icon
403
S&P Global
SPGI
$121B
$570K 0.02%
1,581
-31
-2% -$10.9K
ICSH icon
404
iShares Ultra Short Duration Bond Active ETF
ICSH
$8.4B
$568K 0.02%
+11,233
New +$568K
OSK icon
405
Oshkosh
OSK
$9.61B
$568K 0.02%
7,727
+1,216
+19% +$93.6K
SUB icon
406
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$566K 0.02%
5,232
-371
-7% -$40.1K
DOW icon
407
Dow Inc
DOW
$22.1B
$560K 0.02%
11,898
-3,260
-22% -$146K
DOC
408
DELISTED
PHYSICIANS REALTY TRUST
DOC
$558K 0.02%
31,130
-1,436
-4% -$25.6K
EXP icon
409
Eagle Materials
EXP
$6.47B
$557K 0.02%
6,456
-170
-3% -$13.7K
CAH icon
410
Cardinal Health
CAH
$54.5B
$556K 0.02%
11,843
-152
-1% -$7.8K
DD icon
411
DuPont de Nemours
DD
$19.5B
$556K 0.02%
7,986
-3,202
-29% -$224K
LEN icon
412
Lennar Class A
LEN
$20.5B
$556K 0.02%
7,030
-668
-9% -$47.4K
VTV icon
413
Vanguard Morningstar Value ETF
VTV
$193B
$556K 0.02%
5,316
-435
-8% -$45.6K
COR
414
DELISTED
Coresite Realty Corporation
COR
$555K 0.02%
4,670
-75
-2% -$9.14K
OLED icon
415
Universal Display
OLED
$4.23B
$542K 0.02%
3,000
– –
HZNP
416
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$535K 0.01%
6,882
+742
+12% +$51.1K
EBAY icon
417
eBay
EBAY
$45.5B
$533K 0.01%
10,223
+87
+0.9% +$4.79K
AROW icon
418
Arrow Financial
AROW
$725M
$520K 0.01%
22,658
– –
GBLI icon
419
Global Indemnity Group
GBLI
$409M
$520K 0.01%
+25,000
New +$590K
POR icon
420
Portland General Electric
POR
$5.74B
$518K 0.01%
14,585
-2,075
-12% -$82.9K
A icon
421
Agilent Technologies
A
$41.9B
$515K 0.01%
5,098
-339
-6% -$32.8K
KMPR icon
422
Kemper
KMPR
$1.56B
$515K 0.01%
7,710
+539
+8% +$40.9K
GPN icon
423
Global Payments
GPN
$23.4B
$514K 0.01%
2,896
-180
-6% -$31.1K
IGM icon
424
iShares Expanded Tech Sector ETF
IGM
$10.8B
$514K 0.01%
9,972
– –
ALGN icon
425
Align Technology
ALGN
$12.4B
$512K 0.01%
1,563
-97
-6% -$29.6K
15 16
17
18 19

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BAM
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ACI
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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.