We are live on ! Find out more
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
MCHP icon
426
Microchip Technology
MCHP
$43.1B
$384K 0.01%
11,340
-1,624
-13% -$76.4K
SNDR icon
427
Schneider National
SNDR
$6.27B
$384K 0.01%
19,870
+2,174
+12% +$45K
BOKF icon
428
BOK Financial
BOKF
$8.8B
$382K 0.01%
8,986
-198
-2% -$14K
IPG
429
DELISTED
Interpublic Group of Companies
IPG
$379K 0.01%
23,405
+33
+0.1% +$697
ATH
430
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$377K 0.01%
15,184
+10,792
+246% +$430K
ICE icon
431
Intercontinental Exchange
ICE
$85B
$376K 0.01%
4,653
+70
+2% +$6.34K
ADI icon
432
Analog Devices
ADI
$187B
$373K 0.01%
4,160
-615
-13% -$67.2K
EFX icon
433
Equifax
EFX
$21.2B
$373K 0.01%
3,124
-76
-2% -$11.1K
CTXS
434
DELISTED
Citrix Systems Inc
CTXS
$373K 0.01%
+2,634
New +$314K
KTB icon
435
Kontoor Brands
KTB
$4.51B
$372K 0.01%
19,419
-217
-1% -$7.74K
SPGI icon
436
S&P Global
SPGI
$121B
$372K 0.01%
+1,517
New +$416K
A icon
437
Agilent Technologies
A
$41.9B
$370K 0.01%
5,165
+88
+2% +$7.07K
RMD icon
438
ResMed
RMD
$32.8B
$363K 0.01%
+2,467
New +$393K
IGM icon
439
iShares Expanded Tech Sector ETF
IGM
$10.8B
$360K 0.01%
10,206
– –
EXP icon
440
Eagle Materials
EXP
$6.47B
$357K 0.01%
6,119
+36
+0.6% +$2.87K
REGN icon
441
Regeneron Pharmaceuticals
REGN
$82.2B
$357K 0.01%
+732
New +$302K
BR icon
442
Broadridge
BR
$19.3B
$356K 0.01%
3,755
+28
+0.8% +$3.19K
SCHE icon
443
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$349K 0.01%
16,871
-2,711
-14% -$67.8K
TXRH icon
444
Texas Roadhouse
TXRH
$14.1B
$347K 0.01%
8,409
+75
+0.9% +$4.15K
EG icon
445
Everest Group
EG
$13.9B
$346K 0.01%
1,799
-428
-19% -$109K
VRTX icon
446
Vertex Pharmaceuticals
VRTX
$133B
$346K 0.01%
1,454
-3,064
-68% -$703K
ACHC icon
447
Acadia Healthcare
ACHC
$2.95B
$343K 0.01%
18,713
+4,589
+32% +$131K
PEG icon
448
Public Service Enterprise Group
PEG
$37.8B
$342K 0.01%
7,606
-3,006
-28% -$162K
RNG icon
449
RingCentral
RNG
$5.25B
$342K 0.01%
+1,614
New +$332K
SNPS icon
450
Synopsys
SNPS
$79B
$342K 0.01%
2,655
-1,337
-33% -$190K
16 17
18
19 20

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.