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
ICE icon
476
Intercontinental Exchange
ICE
$85B
$392K 0.01%
3,917
-64
-2% -$6.31K
EVRG icon
477
Evergy
EVRG
$19.2B
$386K 0.01%
7,599
-404
-5% -$22.6K
NVTA
478
DELISTED
Invitae Corporation
NVTA
$386K 0.01%
8,905
– –
RPG icon
479
Invesco S&P 500 Pure Growth ETF
RPG
$2.07B
$385K 0.01%
13,580
-1,005
-7% -$27.9K
IDA icon
480
Idacorp
IDA
$8.21B
$381K 0.01%
+4,773
New +$420K
PEG icon
481
Public Service Enterprise Group
PEG
$37.8B
$378K 0.01%
6,886
-260
-4% -$13.8K
AFL icon
482
Aflac
AFL
$60.5B
$377K 0.01%
10,366
-1,382
-12% -$50.3K
WCC
483
WESCO International
WCC
$17.8B
$377K 0.01%
8,575
-1,096
-11% -$46.8K
PE
484
DELISTED
PARSLEY ENERGY INC
PE
$377K 0.01%
40,302
-617
-2% -$6.6K
XLI icon
485
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$376K 0.01%
4,883
-125
-2% -$9.35K
CTXS
486
DELISTED
Citrix Systems Inc
CTXS
$376K 0.01%
2,729
-801
-23% -$114K
NAVI icon
487
Navient
NAVI
$831M
$369K 0.01%
43,700
+24
+0.1% +$197
IXJ icon
488
iShares Global Healthcare ETF
IXJ
$4.23B
$367K 0.01%
5,109
-1,338
-21% -$95.9K
TWTR
489
DELISTED
Twitter, Inc.
TWTR
$365K 0.01%
8,203
-175
-2% -$6.72K
CABO icon
490
Cable One
CABO
$191M
$360K 0.01%
191
-29
-13% -$52.6K
ARNC
491
DELISTED
Arconic Corporation
ARNC
$359K 0.01%
18,820
-786
-4% -$15K
HXL icon
492
Hexcel
HXL
$7.74B
$352K 0.01%
10,503
+1,023
+11% +$41.3K
VGT icon
493
Vanguard Information Technology ETF
VGT
$149B
$350K 0.01%
8,984
-472
-5% -$17.8K
BLD
494
DELISTED
TopBuild
BLD
$348K 0.01%
2,040
-199
-9% -$28.6K
PHM icon
495
Pultegroup
PHM
$24.6B
$348K 0.01%
7,525
-103
-1% -$4.41K
XLU icon
496
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
$347K 0.01%
11,672
-2,400
-17% -$71.2K
GWW icon
497
W.W. Grainger
GWW
$61.5B
$346K 0.01%
969
-65
-6% -$22.4K
MCO icon
498
Moody's
MCO
$82.8B
$344K 0.01%
1,188
-1,490
-56% -$425K
IYH icon
499
iShares US Healthcare ETF
IYH
$3.78B
$337K 0.01%
7,410
– –
LOPE icon
500
Grand Canyon Education
LOPE
$3.7B
$337K 0.01%
4,218
-130
-3% -$11.8K
18 19
20
21 22

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.