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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
MSI icon
451
Motorola Solutions
MSI
$77.1B
$443K 0.01%
3,162
-70
-2% -$9.91K
NUAN
452
DELISTED
Nuance Communications, Inc.
NUAN
$439K 0.01%
17,354
+2,779
+19% +$58K
PE
453
DELISTED
PARSLEY ENERGY INC
PE
$437K 0.01%
40,919
+2,684
+7% +$24.8K
DVA icon
454
DaVita
DVA
$11.5B
$435K 0.01%
5,497
+1,066
+24% +$83.2K
FSS icon
455
Federal Signal
FSS
$7.51B
$432K 0.01%
14,546
+6,804
+88% +$193K
ULTA icon
456
Ulta Beauty
ULTA
$22.2B
$430K 0.01%
2,116
+255
+14% +$54.8K
HXL icon
457
Hexcel
HXL
$7.71B
$429K 0.01%
9,480
+1,721
+22% +$61.3K
AMT icon
458
American Tower
AMT
$81.4B
$428K 0.01%
1,654
-361
-18% -$89.3K
RSG icon
459
Republic Services
RSG
$66.1B
$428K 0.01%
5,214
+18
+0.3% +$1.45K
ENV
460
DELISTED
ENVESTNET, INC.
ENV
$428K 0.01%
5,815
+938
+19% +$61.3K
AFL icon
461
Aflac
AFL
$60.8B
$423K 0.01%
11,748
-2,811
-19% -$102K
OKTA icon
462
Okta
OKTA
$26.8B
$423K 0.01%
2,111
+55
+3% +$9.34K
MFA
463
MFA Financial
MFA
$933M
$418K 0.01%
42,007
+32,810
+357% +$254K
OMC icon
464
Omnicom Group
OMC
$24.1B
$417K 0.01%
7,638
-3,666
-32% -$199K
SHW icon
465
Sherwin-Williams
SHW
$87.4B
$416K 0.01%
2,160
+156
+8% +$28.1K
NOW icon
466
ServiceNow
NOW
$131B
$409K 0.01%
5,045
+125
+3% +$8.83K
IPG
467
DELISTED
Interpublic Group of Companies
IPG
$403K 0.01%
23,457
+52
+0.2% +$857
DT icon
468
Dynatrace
DT
$14.5B
$401K 0.01%
9,865
-12,185
-55% -$401K
XLU icon
469
State Street Utilities Select Sector SPDR ETF
XLU
$22.9B
$397K 0.01%
14,072
-472
-3% -$13.6K
LOPE icon
470
Grand Canyon Education
LOPE
$3.79B
$394K 0.01%
4,348
+603
+16% +$53.6K
BHF icon
471
Brighthouse Financial
BHF
$3.43B
$393K 0.01%
14,113
+952
+7% +$26.2K
CABO icon
472
Cable One
CABO
$201M
$391K 0.01%
220
+15
+7% +$26.9K
ROP icon
473
Roper Technologies
ROP
$39.3B
$386K 0.01%
995
+42
+4% +$15K
MTN icon
474
Vail Resorts
MTN
$5.22B
$384K 0.01%
2,110
-61
-3% -$10.7K
RMD icon
475
ResMed
RMD
$33B
$383K 0.01%
1,996
-471
-19% -$77.1K
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 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.