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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
REGN icon
426
Regeneron Pharmaceuticals
REGN
$82.2B
$510K 0.01%
911
-51
-5% -$30.9K
TTE icon
427
TotalEnergies
TTE
$194B
$510K 0.01%
+14,870
New +$567K
XLP icon
428
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$509K 0.01%
7,946
-3,765
-32% -$238K
EFX icon
429
Equifax
EFX
$21.2B
$505K 0.01%
3,220
– –
MKC icon
430
McCormick & Company Non-Voting
MKC
$14.2B
$505K 0.01%
5,202
-598
-10% -$58.5K
SLAB icon
431
Silicon Laboratories
SLAB
$7.22B
$504K 0.01%
5,151
+61
+1% +$6.13K
NOW icon
432
ServiceNow
NOW
$129B
$501K 0.01%
5,165
+120
+2% +$10.7K
CRI icon
433
Carter's
CRI
$1.43B
$495K 0.01%
5,722
-316
-5% -$26.3K
DBO icon
434
Invesco DB Oil Fund
DBO
$393M
$493K 0.01%
68,556
– –
BKLN icon
435
Invesco Senior Loan ETF
BKLN
$6.75B
$492K 0.01%
22,650
-64,528
-74% -$1.4M
GBCI icon
436
Glacier Bancorp
GBCI
$6.4B
$491K 0.01%
15,316
-798
-5% -$27.6K
WFC icon
437
Wells Fargo
WFC
$269B
$491K 0.01%
20,888
-10,335
-33% -$255K
SHW icon
438
Sherwin-Williams
SHW
$87.4B
$489K 0.01%
2,106
-54
-3% -$11.8K
HUBB icon
439
Hubbell
HUBB
$27.1B
$487K 0.01%
3,557
-22
-0.6% -$3.03K
RSG icon
440
Republic Services
RSG
$65.6B
$483K 0.01%
5,174
-40
-0.8% -$3.58K
ZM icon
441
Zoom
ZM
$30.8B
$481K 0.01%
1,024
+27
+3% +$8.63K
GMED icon
442
Globus Medical
GMED
$11.5B
$478K 0.01%
+9,647
New +$498K
FAF icon
443
First American
FAF
$7.38B
$475K 0.01%
+9,336
New +$484K
CERN
444
DELISTED
Cerner Corp
CERN
$474K 0.01%
6,563
-1,030
-14% -$73.4K
DVA icon
445
DaVita
DVA
$11.6B
$472K 0.01%
5,507
+10
+0.2% +$854
MTD icon
446
Mettler-Toledo International
MTD
$28.8B
$471K 0.01%
488
-113
-19% -$105K
BFAM icon
447
Bright Horizons
BFAM
$3.76B
$470K 0.01%
3,093
+319
+11% +$40.1K
ATH
448
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$470K 0.01%
13,784
-1,527
-10% -$52.6K
MSI icon
449
Motorola Solutions
MSI
$77.7B
$469K 0.01%
2,992
-170
-5% -$24.8K
RNG icon
450
RingCentral
RNG
$5.25B
$461K 0.01%
1,677
-127
-7% -$35.3K
16 17
18
19 20

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BAM
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ACI
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ACM
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OSIA
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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.