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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
Cap. Flow
-$97M
Cap. Flow %
-3.36%
Top 10 Hldgs %
22.19%
Holding
774
New
50
Increased
213
Reduced
324
Closed
172

Top Buys

Rank Stock Value
1
RWO icon
State Street SPDR Dow Jones Global Real Estate ETF
RWO
+$34.9M
2
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$33.5M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$29M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$27.3M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.3M

Top Sells

Rank Stock Value
1
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$58.9M
2
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$39.2M
3
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$37.5M
4
AAPL icon
Apple
AAPL
+$25.1M
5
BA icon
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
XLI icon
476
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$296K 0.01%
5,008
-100
-2% -$7.54K
BN icon
477
Brookfield
BN
$110B
$295K 0.01%
18,697
+11
+0.1% +$226
CRNC icon
478
Cerence
CRNC
$391M
$295K 0.01%
+19,144
New +$402K
IYM icon
479
iShares US Basic Materials ETF
IYM
$1.02B
$295K 0.01%
4,260
– –
FICO icon
480
Fair Isaac
FICO
$22.6B
$293K 0.01%
952
-94
-9% -$34.6K
MZTI
481
The Marzetti Company
MZTI
$3.18B
$290K 0.01%
+2,002
New +$304K
HXL icon
482
Hexcel
HXL
$7.74B
$289K 0.01%
7,759
+531
+7% +$34.3K
HPQ icon
483
HP
HPQ
$26.8B
$288K 0.01%
16,589
+3,658
+28% +$74K
MGK icon
484
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$287K 0.01%
11,290
– –
LOPE icon
485
Grand Canyon Education
LOPE
$3.7B
$286K 0.01%
3,745
+185
+5% +$15.2K
VT icon
486
Vanguard Total World Stock ETF
VT
$81.4B
$286K 0.01%
4,550
+150
+3% +$11.3K
IYR icon
487
iShares US Real Estate ETF
IYR
$4.52B
$284K 0.01%
4,086
+120
+3% +$10.6K
RPG icon
488
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$284K 0.01%
14,190
– –
NOW icon
489
ServiceNow
NOW
$129B
$282K 0.01%
+4,920
New +$308K
KR icon
490
Kroger
KR
$34.3B
$281K 0.01%
+9,328
New +$274K
SCHW
491
Charles Schwab
SCHW
$189B
$280K 0.01%
8,328
-24,923
-75% -$1.05M
SON icon
492
Sonoco
SON
$5.74B
$280K 0.01%
6,040
+851
+16% +$45.4K
IYH icon
493
iShares US Healthcare ETF
IYH
$3.78B
$278K 0.01%
7,410
-215
-3% -$8.84K
WCC
494
WESCO International
WCC
$17.8B
$278K 0.01%
+12,160
New +$518K
EBAY icon
495
eBay
EBAY
$45.5B
$276K 0.01%
9,192
+2,921
+47% +$102K
DXCM icon
496
DexCom
DXCM
$34.3B
$275K 0.01%
+4,092
New +$255K
NTRS icon
497
Northern Trust
NTRS
$35B
$274K 0.01%
3,628
+234
+7% +$21.5K
TCF
498
DELISTED
TCF Financial Corporation Common Stock
TCF
$274K 0.01%
12,104
+2,095
+21% +$78.7K
LEN icon
499
Lennar Class A
LEN
$20.5B
$273K 0.01%
7,384
+1,413
+24% +$80K
AZO icon
500
AutoZone
AZO
$49.7B
$272K 0.01%
322
-101
-24% -$105K
18 19
20
21 22

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IA
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SCC
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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
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PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.