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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
BR icon
451
Broadridge
BR
$19.3B
$460K 0.01%
3,482
-255
-7% -$34.1K
ADM icon
452
Archer Daniels Midland
ADM
$38.4B
$458K 0.01%
9,846
+1,038
+12% +$45.4K
HAIN icon
453
Hain Celestial
HAIN
$52.9M
$455K 0.01%
13,278
-876
-6% -$29K
KNSL icon
454
Kinsale Capital Group
KNSL
$8.51B
$453K 0.01%
2,381
+284
+14% +$52.2K
ENV
455
DELISTED
ENVESTNET, INC.
ENV
$452K 0.01%
5,852
+37
+0.6% +$2.96K
ADI icon
456
Analog Devices
ADI
$187B
$450K 0.01%
3,853
-176
-4% -$20.6K
MCHP icon
457
Microchip Technology
MCHP
$43.1B
$450K 0.01%
8,754
-234
-3% -$12.2K
AKAM icon
458
Akamai
AKAM
$17.6B
$444K 0.01%
4,021
-379
-9% -$42.1K
FSS icon
459
Federal Signal
FSS
$7.71B
$444K 0.01%
15,193
+647
+4% +$20K
WBS icon
460
Webster Financial
WBS
$12.8B
$441K 0.01%
16,705
-11,702
-41% -$317K
ATVI
461
DELISTED
Activision Blizzard
ATVI
$437K 0.01%
5,395
-542
-9% -$44K
ES icon
462
Eversource Energy
ES
$26.9B
$430K 0.01%
5,144
-367
-7% -$31.4K
MTN icon
463
Vail Resorts
MTN
$5.29B
$425K 0.01%
1,987
-123
-6% -$25.3K
PNFP icon
464
Pinnacle Financial Partners Inc
PNFP
$16.1B
$422K 0.01%
11,846
-551
-4% -$21.9K
EMN icon
465
Eastman Chemical
EMN
$8.29B
$421K 0.01%
5,390
+269
+5% +$20.3K
VRTX icon
466
Vertex Pharmaceuticals
VRTX
$133B
$420K 0.01%
1,544
-38
-2% -$10.5K
MGK icon
467
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$419K 0.01%
11,290
– –
FBIN icon
468
Fortune Brands Innovations
FBIN
$5.83B
$417K 0.01%
5,641
+550
+11% +$36.8K
WBA
469
DELISTED
Walgreens Boots Alliance
WBA
$416K 0.01%
11,594
-453
-4% -$17.7K
MFA
470
MFA Financial
MFA
$925M
$414K 0.01%
38,634
-3,373
-8% -$36.3K
QDEL icon
471
QuidelOrtho
QDEL
$1.02B
$413K 0.01%
+1,881
New +$420K
OKTA icon
472
Okta
OKTA
$25.6B
$412K 0.01%
1,928
-183
-9% -$38.1K
DT icon
473
Dynatrace
DT
$14.3B
$402K 0.01%
9,803
-62
-0.6% -$2.54K
AMT icon
474
American Tower
AMT
$79.4B
$400K 0.01%
1,654
– –
AAXJ icon
475
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$395K 0.01%
5,115
-5
-0.1% -$381
17 18
19
20 21

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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 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.