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
+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
RWO icon
26
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$33.5M 0.93%
849,104
-14,100
-2% -$564K
IUSG icon
27
iShares Core S&P US Growth ETF
IUSG
$33.6B
$33.3M 0.93%
416,594
-82,734
-17% -$6.48M
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.2T
$33M 0.92%
450,280
-6,040
-1% -$460K
SPIB icon
29
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$32.3M 0.9%
879,122
-19,899
-2% -$733K
DHR icon
30
Danaher
DHR
$146B
$31.5M 0.88%
164,822
-7,490
-4% -$1.33M
GOOG icon
31
Alphabet (Google) Class C
GOOG
$4.19T
$29.6M 0.82%
402,540
+21,100
+6% +$1.61M
HON icon
32
Honeywell
HON
$72.9B
$29.5M 0.82%
190,111
-2,366
-1% -$352K
COST icon
33
Costco
COST
$419B
$29.3M 0.82%
82,651
+4,552
+6% +$1.53M
PEP icon
34
PepsiCo
PEP
$189B
$28.3M 0.79%
203,857
-3,955
-2% -$538K
ABT icon
35
Abbott
ABT
$190B
$28.2M 0.79%
259,472
-2,500
-1% -$254K
META icon
36
Meta Platforms (Facebook)
META
$1.53T
$27.3M 0.76%
104,159
+9,085
+10% +$2.34M
UNH icon
37
UnitedHealth
UNH
$365B
$27.2M 0.76%
87,216
-2,506
-3% -$770K
NEE icon
38
NextEra Energy
NEE
$179B
$27M 0.75%
388,752
-8,752
-2% -$604K
IJH icon
39
iShares Core S&P Mid-Cap ETF
IJH
$127B
$26.5M 0.74%
713,850
-10,720
-1% -$401K
SPYV icon
40
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$26.3M 0.73%
871,411
-53,447
-6% -$1.62M
REET icon
41
iShares Global REIT ETF
REET
$5.01B
$24.5M 0.68%
1,167,153
-83,373
-7% -$1.78M
AGG icon
42
iShares Core US Aggregate Bond ETF
AGG
$137B
$24.4M 0.68%
206,683
+103
+0% +$12.2K
ADBE icon
43
Adobe
ADBE
$105B
$23.9M 0.66%
48,649
+1,421
+3% +$661K
PG icon
44
Procter & Gamble
PG
$338B
$22.7M 0.63%
163,530
-7,805
-5% -$1.04M
ZTS icon
45
Zoetis
ZTS
$31.1B
$22.5M 0.63%
136,175
-676
-0.5% -$104K
NKE icon
46
Nike
NKE
$61.3B
$22.3M 0.62%
177,950
-301
-0.2% -$32.3K
SCZ icon
47
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$22.2M 0.62%
376,522
-36,979
-9% -$2.12M
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$127B
$21.4M 0.6%
395,576
+1,344
+0.3% +$70.8K
EFV icon
49
iShares MSCI EAFE Value ETF
EFV
$30B
$20.9M 0.58%
518,575
-42,497
-8% -$1.76M
VZ icon
50
Verizon
VZ
$196B
$20.5M 0.57%
345,421
+1,915
+0.6% +$111K
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 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.