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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
OMF icon
501
OneMain Financial
OMF
$7.44B
$271K 0.01%
14,175
-15,997
-53% -$596K
SIRI icon
502
SiriusXM
SIRI
$9.59B
$270K 0.01%
5,461
-132
-2% -$8.63K
INFO
503
DELISTED
IHS Markit Ltd. Common Shares
INFO
$268K 0.01%
4,462
-986
-18% -$71K
SCHV
504
Schwab US Large-Cap Value ETF
SCHV
$16.3B
$267K 0.01%
18,099
-4,881
-21% -$89.5K
FRC
505
DELISTED
First Republic Bank
FRC
$267K 0.01%
3,241
-300
-8% -$31.8K
GWW icon
506
W.W. Grainger
GWW
$61.5B
$265K 0.01%
1,066
+7
+0.7% +$2.07K
COR icon
507
Cencora
COR
$60B
$264K 0.01%
2,978
+27
+0.9% +$2.38K
CDNS icon
508
Cadence Design Systems
CDNS
$89B
$263K 0.01%
3,985
-12,269
-75% -$851K
ENV
509
DELISTED
ENVESTNET, INC.
ENV
$262K 0.01%
4,877
+361
+8% +$25.9K
TWLO icon
510
Twilio
TWLO
$37.9B
$261K 0.01%
2,916
-301
-9% -$33K
HIG icon
511
Hartford Financial Services
HIG
$37.7B
$258K 0.01%
7,333
-191
-3% -$9.95K
EQIX icon
512
Equinix
EQIX
$105B
$257K 0.01%
412
+22
+6% +$13.2K
VFC icon
513
VF Corp
VFC
$5.73B
$257K 0.01%
4,756
-407
-8% -$31.7K
KHC icon
514
Kraft Heinz
KHC
$29.1B
$256K 0.01%
10,350
-211
-2% -$5.79K
LM
515
DELISTED
Legg Mason, Inc.
LM
$253K 0.01%
+5,176
New +$226K
OKTA icon
516
Okta
OKTA
$25.6B
$251K 0.01%
2,056
-46
-2% -$5.77K
VGT icon
517
Vanguard Information Technology ETF
VGT
$149B
$250K 0.01%
9,456
-4,360
-32% -$132K
VNO icon
518
Vornado Realty Trust
VNO
$7.33B
$250K 0.01%
6,912
-32
-0.5% -$1.82K
EMN icon
519
Eastman Chemical
EMN
$8.29B
$245K 0.01%
5,259
+88
+2% +$5.65K
KLAC icon
520
KLA
KLAC
$272B
$245K 0.01%
17,060
-3,580
-17% -$57.7K
NUAN
521
DELISTED
Nuance Communications, Inc.
NUAN
$245K 0.01%
+14,575
New +$285K
HSIC icon
522
Henry Schein
HSIC
$10.1B
$243K 0.01%
4,808
+432
+10% +$27.4K
LUV icon
523
Southwest Airlines
LUV
$22B
$243K 0.01%
6,829
-6,489
-49% -$322K
WAB icon
524
Wabtec
WAB
$49.9B
$241K 0.01%
4,998
-5,547
-53% -$381K
NDAQ icon
525
Nasdaq
NDAQ
$53.5B
$239K 0.01%
7,551
-549
-7% -$19.4K
19 20
21
22 23

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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 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.