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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
-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
CRI icon
451
Carter's
CRI
$1.43B
$341K 0.01%
5,186
+206
+4% +$19.8K
CNC icon
452
Centene
CNC
$33.1B
$339K 0.01%
+5,709
New +$346K
LNC icon
453
Lincoln National
LNC
$8.44B
$339K 0.01%
12,880
-8,510
-40% -$404K
CABO icon
454
Cable One
CABO
$191M
$337K 0.01%
+205
New +$327K
DVA icon
455
DaVita
DVA
$11.6B
$337K 0.01%
+4,431
New +$348K
DHI icon
456
D.R. Horton
DHI
$40.8B
$331K 0.01%
9,723
+4,137
+74% +$215K
GD icon
457
CALL
General Dynamics
GD
$107B
$331K 0.01%
+2,500
New +$415K
JAZZ icon
458
Jazz Pharmaceuticals
JAZZ
$16.2B
$331K 0.01%
3,317
+969
+41% +$125K
TSN icon
459
Tyson Foods
TSN
$19.6B
$329K 0.01%
5,693
-509
-8% -$38K
ULTA icon
460
Ulta Beauty
ULTA
$22.9B
$327K 0.01%
1,861
+70
+4% +$17.5K
AN icon
461
AutoNation
AN
$6.9B
$325K 0.01%
11,587
+712
+7% +$29.4K
ADM icon
462
Archer Daniels Midland
ADM
$38.4B
$323K 0.01%
9,171
-243
-3% -$9.94K
AKAM icon
463
Akamai
AKAM
$17.6B
$323K 0.01%
3,527
+658
+23% +$61K
JEF icon
464
Jefferies Financial Group
JEF
$12.6B
$321K 0.01%
24,577
+12,587
+105% +$240K
MTN icon
465
Vail Resorts
MTN
$5.29B
$321K 0.01%
2,171
+32
+1% +$6.89K
BHF icon
466
Brighthouse Financial
BHF
$3.44B
$318K 0.01%
13,161
+275
+2% +$9.73K
VICI icon
467
VICI Properties
VICI
$28.7B
$317K 0.01%
19,077
-53,607
-74% -$1.25M
SCHG icon
468
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$310K 0.01%
31,176
-11,040
-26% -$126K
SHW icon
469
Sherwin-Williams
SHW
$87.4B
$307K 0.01%
2,004
-180
-8% -$32.5K
GSG icon
470
iShares S&P GSCI Commodity-Indexed Trust
GSG
$944M
$306K 0.01%
32,857
-44,559
-58% -$606K
IGIB icon
471
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$304K 0.01%
5,541
-1,260
-19% -$72.8K
WEC icon
472
WEC Energy
WEC
$35.6B
$301K 0.01%
3,417
-721
-17% -$69.3K
PII icon
473
Polaris
PII
$3.9B
$300K 0.01%
6,229
+150
+2% +$12.3K
ROST icon
474
Ross Stores
ROST
$79.6B
$299K 0.01%
3,438
-12,527
-78% -$1.34M
ROP icon
475
Roper Technologies
ROP
$39.1B
$297K 0.01%
953
+3
+0.3% +$1.06K
17 18
19
20 21

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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 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.