We are live on ! Find out more
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
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$38.6B
$34.6M 1.01%
440,606
+27,734
+7% +$2.1M
MBB icon
27
iShares MBS ETF
MBB
$38.9B
$34.5M 1.01%
311,921
+81,083
+35% +$8.98M
RWO icon
28
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$33.7M 0.98%
863,204
+25,413
+3% +$971K
SPIB icon
29
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$32.8M 0.96%
899,021
-77,317
-8% -$2.75M
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.37T
$32.4M 0.94%
456,320
+3,760
+0.8% +$254K
PEP icon
31
PepsiCo
PEP
$188B
$27.5M 0.8%
207,812
-610
-0.3% -$80.4K
DHR icon
32
Danaher
DHR
$147B
$27M 0.79%
172,312
+8,133
+5% +$1.17M
GOOG icon
33
Alphabet (Google) Class C
GOOG
$4.35T
$27M 0.79%
381,440
-8,900
-2% -$601K
SPYV icon
34
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$26.8M 0.78%
924,858
+151,250
+20% +$4.31M
UNH icon
35
UnitedHealth
UNH
$371B
$26.5M 0.77%
89,722
+33
+0% +$9.46K
HON icon
36
Honeywell
HON
$77B
$26.2M 0.76%
192,477
+4,192
+2% +$555K
REET icon
37
iShares Global REIT ETF
REET
$5.04B
$26.1M 0.76%
1,250,526
+2,629
+0.2% +$53.2K
IJH icon
38
iShares Core S&P Mid-Cap ETF
IJH
$127B
$25.8M 0.75%
724,570
+78,830
+12% +$2.62M
AGG icon
39
iShares Core US Aggregate Bond ETF
AGG
$137B
$24.4M 0.71%
206,580
+388
+0.2% +$45.4K
ABT icon
40
Abbott
ABT
$188B
$24M 0.7%
261,972
+6,603
+3% +$597K
NEE icon
41
NextEra Energy
NEE
$177B
$23.9M 0.7%
397,504
+12,676
+3% +$759K
COST icon
42
Costco
COST
$423B
$23.7M 0.69%
78,099
+1,911
+3% +$581K
CVX icon
43
Chevron
CVX
$382B
$23.4M 0.68%
261,865
+5,391
+2% +$483K
EFV icon
44
iShares MSCI EAFE Value ETF
EFV
$30B
$22.4M 0.65%
561,072
-14,374
-2% -$548K
SCZ icon
45
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$22.2M 0.65%
413,501
+50,510
+14% +$2.55M
META icon
46
Meta Platforms (Facebook)
META
$1.52T
$21.6M 0.63%
95,074
-1,942
-2% -$405K
DIS icon
47
Walt Disney
DIS
$178B
$21.5M 0.63%
193,246
-2,621
-1% -$289K
CSCO icon
48
Cisco
CSCO
$483B
$21.5M 0.63%
461,824
-181,151
-28% -$7.94M
ADBE icon
49
Adobe
ADBE
$109B
$20.6M 0.6%
47,228
+4,246
+10% +$1.57M
PG icon
50
Procter & Gamble
PG
$340B
$20.5M 0.6%
171,335
-8,136
-5% -$949K
1
2
3 4 5

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.