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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
AN icon
426
AutoNation
AN
$6.9B
$481K 0.01%
12,795
+1,208
+10% +$43.7K
A icon
427
Agilent Technologies
A
$41.9B
$480K 0.01%
5,437
+272
+5% +$22.3K
DBO icon
428
Invesco DB Oil Fund
DBO
$393M
$479K 0.01%
+68,556
New +$428K
ATH
429
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$478K 0.01%
15,311
+127
+0.8% +$3.55K
EVRG icon
430
Evergy
EVRG
$19.2B
$475K 0.01%
8,003
-197
-2% -$11.7K
MCHP icon
431
Microchip Technology
MCHP
$43.1B
$473K 0.01%
8,988
-2,352
-21% -$106K
BR icon
432
Broadridge
BR
$19.3B
$472K 0.01%
3,737
-18
-0.5% -$2.08K
AKAM icon
433
Akamai
AKAM
$17.6B
$471K 0.01%
4,400
+873
+25% +$87.8K
OSK icon
434
Oshkosh
OSK
$9.61B
$466K 0.01%
6,511
-536
-8% -$36.6K
EXP icon
435
Eagle Materials
EXP
$6.47B
$465K 0.01%
6,626
+507
+8% +$31.9K
IGM icon
436
iShares Expanded Tech Sector ETF
IGM
$10.8B
$464K 0.01%
9,972
-234
-2% -$9.83K
ES icon
437
Eversource Energy
ES
$26.9B
$459K 0.01%
5,511
+490
+10% +$40.6K
LEN icon
438
Lennar Class A
LEN
$20.5B
$459K 0.01%
7,698
+314
+4% +$16K
VRTX icon
439
Vertex Pharmaceuticals
VRTX
$133B
$459K 0.01%
1,582
+128
+9% +$34.7K
ALGN icon
440
Align Technology
ALGN
$12.4B
$456K 0.01%
1,660
-878
-35% -$198K
VAR
441
DELISTED
Varian Medical Systems, Inc.
VAR
$455K 0.01%
3,712
-142
-4% -$16.4K
JAZZ icon
442
Jazz Pharmaceuticals
JAZZ
$16.2B
$454K 0.01%
4,114
+797
+24% +$88.1K
ATVI
443
DELISTED
Activision Blizzard
ATVI
$451K 0.01%
5,937
-1,641
-22% -$114K
HUBB icon
444
Hubbell
HUBB
$27.1B
$449K 0.01%
3,579
-83
-2% -$10.1K
ODFL icon
445
Old Dominion Freight Line
ODFL
$44.1B
$449K 0.01%
+5,296
New +$402K
OLED icon
446
Universal Display
OLED
$4.23B
$449K 0.01%
3,000
-9
-0.3% -$1.32K
HAIN icon
447
Hain Celestial
HAIN
$52.9M
$446K 0.01%
14,154
+5,900
+71% +$171K
TCF
448
DELISTED
TCF Financial Corporation Common Stock
TCF
$445K 0.01%
15,127
+3,023
+25% +$83.4K
CDNS icon
449
Cadence Design Systems
CDNS
$89B
$444K 0.01%
4,627
+642
+16% +$53.7K
IXJ icon
450
iShares Global Healthcare ETF
IXJ
$4.23B
$443K 0.01%
6,447
-1,404
-18% -$94.8K
16 17
18
19 20

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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.