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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
+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
K
476
DELISTED
Kellanova
K
$382K 0.01%
6,166
-6,397
-51% -$387K
KHC icon
477
Kraft Heinz
KHC
$29.1B
$382K 0.01%
11,963
+1,613
+16% +$48.4K
IYM icon
478
iShares US Basic Materials ETF
IYM
$1.02B
$380K 0.01%
4,260
– –
RPG icon
479
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$378K 0.01%
14,585
+395
+3% +$9.41K
EG icon
480
Everest Group
EG
$13.9B
$372K 0.01%
1,805
+6
+0.3% +$1.17K
MGK icon
481
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.7B
$369K 0.01%
11,290
– –
DOCU
482
DocuSign
DOCU
$11.1B
$367K 0.01%
+2,138
New +$269K
VTRS icon
483
Viatris
VTRS
$18.5B
$367K 0.01%
+22,806
New +$370K
ICE icon
484
Intercontinental Exchange
ICE
$85B
$365K 0.01%
3,981
-672
-14% -$61.5K
EMN icon
485
Eastman Chemical
EMN
$8.29B
$357K 0.01%
5,121
-138
-3% -$8.7K
AAXJ icon
486
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$354K 0.01%
5,120
+1,400
+38% +$91K
ADM icon
487
Archer Daniels Midland
ADM
$38.4B
$351K 0.01%
8,808
-363
-4% -$13.6K
PEG icon
488
Public Service Enterprise Group
PEG
$37.8B
$351K 0.01%
7,146
-460
-6% -$22.9K
SCHG icon
489
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$347K 0.01%
27,304
-3,872
-12% -$45.1K
HPP
490
Hudson Pacific Properties
HPP
$777M
$346K 0.01%
+1,964
New +$334K
XLI icon
491
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$344K 0.01%
5,008
– –
HZNP
492
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$341K 0.01%
+6,140
New +$263K
PANW icon
493
Palo Alto Networks
PANW
$315B
$340K 0.01%
8,886
+348
+4% +$12.3K
TSN icon
494
Tyson Foods
TSN
$19.6B
$340K 0.01%
5,691
-2
-0% -$121
WCC
495
WESCO International
WCC
$17.8B
$340K 0.01%
9,671
-2,489
-20% -$74.4K
CNC icon
496
Centene
CNC
$33.1B
$336K 0.01%
5,288
-421
-7% -$27.4K
FICO icon
497
Fair Isaac
FICO
$22.6B
$336K 0.01%
804
-148
-16% -$54K
VGT icon
498
Vanguard Information Technology ETF
VGT
$149B
$329K 0.01%
9,456
– –
VT icon
499
Vanguard Total World Stock ETF
VT
$81.4B
$329K 0.01%
4,400
-150
-3% -$10.6K
KLAC icon
500
KLA
KLAC
$272B
$328K 0.01%
16,870
-190
-1% -$3.25K
18 19
20
21 22

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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 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.