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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
INFO
501
DELISTED
IHS Markit Ltd. Common Shares
INFO
$328K 0.01%
4,342
-120
-3% -$8.17K
AZO icon
502
AutoZone
AZO
$49.4B
$325K 0.01%
288
-34
-11% -$35.8K
BFAM icon
503
Bright Horizons
BFAM
$3.73B
$325K 0.01%
+2,774
New +$317K
GWW icon
504
W.W. Grainger
GWW
$61.4B
$325K 0.01%
1,034
-32
-3% -$9.25K
KNSL icon
505
Kinsale Capital Group
KNSL
$8.4B
$325K 0.01%
+2,097
New +$279K
IYR icon
506
iShares US Real Estate ETF
IYR
$4.5B
$322K 0.01%
4,086
– –
IYH icon
507
iShares US Healthcare ETF
IYH
$3.76B
$320K 0.01%
7,410
– –
GSK icon
508
GSK
GSK
$101B
$315K 0.01%
6,179
-1,957
-24% -$100K
AVLR
509
DELISTED
Avalara, Inc.
AVLR
$313K 0.01%
+2,355
New +$231K
KRA
510
DELISTED
Kraton Corporation
KRA
$312K 0.01%
18,030
-1,435
-7% -$19.4K
ESI icon
511
Element Solutions
ESI
$9.36B
$308K 0.01%
28,420
+11,637
+69% +$117K
NAVI icon
512
Navient
NAVI
$795M
$307K 0.01%
43,676
-23,788
-35% -$177K
UI icon
513
Ubiquiti
UI
$35.4B
$307K 0.01%
+1,758
New +$295K
WMB icon
514
Williams Companies
WMB
$89.9B
$305K 0.01%
16,010
– –
INN
515
Summit Hotel Properties
INN
$642M
$303K 0.01%
51,074
+5,746
+13% +$32.4K
FRC
516
DELISTED
First Republic Bank
FRC
$301K 0.01%
2,841
-400
-12% -$41.1K
DKNG icon
517
DraftKings
DKNG
$12.6B
$299K 0.01%
+9,000
New +$249K
SCHE icon
518
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$299K 0.01%
12,260
-4,611
-27% -$105K
DPZ icon
519
Domino's
DPZ
$11.7B
$296K 0.01%
+802
New +$295K
ASH icon
520
Ashland
ASH
$3.4B
$295K 0.01%
4,272
-386
-8% -$24K
ITGR icon
521
Integer Holdings
ITGR
$4.25B
$292K 0.01%
+3,998
New +$291K
SIRI icon
522
SiriusXM
SIRI
$9.48B
$291K 0.01%
4,954
-507
-9% -$28.4K
SON icon
523
Sonoco
SON
$5.68B
$290K 0.01%
5,544
-496
-8% -$24.6K
HIG icon
524
Hartford Financial Services
HIG
$38B
$288K 0.01%
7,458
+125
+2% +$4.76K
ROST icon
525
Ross Stores
ROST
$79.8B
$287K 0.01%
3,372
-66
-2% -$5.98K
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 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.