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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
(-21%)
Cap. Flow
-$97M
Cap. Flow
% of AUM
-3.36%
Top 10 Holdings %
Top 10 Hldgs %
22.19%
Holding
774
New
50
Increased
213
Reduced
324
Closed
172
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Dow Jones Global Real Estate ETF
RWO
|
+$34.9M |
| 2 |
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$33.5M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$29M |
| 4 |
iShares MSCI EAFE Growth ETF
EFG
|
+$27.3M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$27.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$58.9M |
| 2 |
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
|
+$39.2M |
| 3 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$37.5M |
| 4 |
Apple
AAPL
|
+$25.1M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Visa
V
$677B
| $28.6M | 0.99% |
177,693
+1,186
| +0.7% | +$223K |
|
27
Thermo Fisher Scientific
TMO
$224B
| $27.7M | 0.96% |
97,558
-1,292
| -1% | -$407K |
|
28
Alphabet (Google) Class A
GOOGL
$4.2T
| $26.3M | 0.91% |
452,560
-9,340
| -2% | -$633K |
|
29
iShares MBS ETF
MBB
$39B
| $25.5M | 0.88% |
230,838
+50,327
| +28% | +$5.48M |
|
30
Cisco
CSCO
$475B
| $25.3M | 0.88% |
642,975
-55,567
| -8% | -$2.44M |
|
31
PepsiCo
PEP
$189B
| $25M | 0.87% |
208,422
-34,681
| -14% | -$4.69M |
|
32
iShares Core S&P US Growth ETF
IUSG
$33.6B
| $24.5M | 0.85% |
429,132
+373,724
| +674% | +$24.6M |
|
33
iShares Global REIT ETF
REET
$5.01B
| $23.9M | 0.83% |
1,247,897
+102,387
| +9% | +$2.61M |
|
34
iShares Core US Aggregate Bond ETF
AGG
$137B
| $23.8M | 0.82% |
206,192
+8,185
| +4% | +$933K |
|
35
Honeywell
HON
$72.9B
| $23.7M | 0.82% |
188,285
-4,111
| -2% | -$635K |
|
36
NextEra Energy
NEE
$179B
| $23.1M | 0.8% |
384,828
-20,612
| -5% | -$1.3M |
|
|
37
Alphabet (Google) Class C
GOOG
$4.19T
| $22.7M | 0.79% |
390,340
-115,540
| -23% | -$7.84M |
|
38
UnitedHealth
UNH
$365B
| $22.4M | 0.77% |
89,689
-2,873
| -3% | -$791K |
|
39
Costco
COST
$419B
| $21.7M | 0.75% |
76,188
-873
| -1% | -$265K |
|
|
40
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
| $21.5M | 0.75% |
726,095
-1,948,344
| -73% | -$58.9M |
|
41
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
| $20.7M | 0.72% |
1,755,201
+1,665,637
| +1,860% | +$24.2M |
|
42
iShares MSCI EAFE Value ETF
EFV
$30B
| $20.5M | 0.71% |
575,446
+504,760
| +714% | +$22.5M |
|
43
Abbott
ABT
$190B
| $20.2M | 0.7% |
255,369
-13,948
| -5% | -$1.16M |
|
44
Danaher
DHR
$146B
| $20.1M | 0.7% |
164,179
-3,791
| -2% | -$511K |
|
45
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
| $20M | 0.69% |
773,608
+675,982
| +692% | +$21.6M |
|
46
Procter & Gamble
PG
$338B
| $19.7M | 0.68% |
179,471
-14,131
| -7% | -$1.7M |
|
47
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
| $19.4M | 0.67% |
397,111
-56,885
| -13% | -$2.78M |
|
48
Berkshire Hathaway Class B
BRK.B
$1.11T
| $19.3M | 0.67% |
105,460
+1,186
| +1% | +$252K |
|
49
Walt Disney
DIS
$179B
| $18.9M | 0.66% |
195,867
+5,758
| +3% | +$728K |
|
50
Chevron
CVX
$386B
| $18.6M | 0.64% |
256,474
-13,373
| -5% | -$1.32M |
|
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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.