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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
+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
DPZ icon
501
Domino's
DPZ
$11.7B
$333K 0.01%
784
-18
-2% -$7.17K
PTON icon
502
Peloton Interactive
PTON
$2.38B
$333K 0.01%
+3,360
New +$247K
FICO icon
503
Fair Isaac
FICO
$22.6B
$331K 0.01%
777
-27
-3% -$11.5K
AZO icon
504
AutoZone
AZO
$49.7B
$329K 0.01%
279
-9
-3% -$10.6K
GSK icon
505
GSK
GSK
$101B
$328K 0.01%
6,979
+800
+13% +$40.1K
TSN icon
506
Tyson Foods
TSN
$19.6B
$326K 0.01%
5,477
-214
-4% -$13.2K
GNMA icon
507
iShares GNMA Bond ETF
GNMA
$432M
$324K 0.01%
6,338
+2,215
+54% +$113K
CVET
508
DELISTED
Covetrus, Inc. Common Stock
CVET
$324K 0.01%
13,284
– –
RMD icon
509
ResMed
RMD
$32.8B
$321K 0.01%
1,873
-123
-6% -$22.7K
KRA
510
DELISTED
Kraton Corporation
KRA
$321K 0.01%
18,030
– –
IYR icon
511
iShares US Real Estate ETF
IYR
$4.52B
$320K 0.01%
4,011
-75
-2% -$6.06K
INFO
512
DELISTED
IHS Markit Ltd. Common Shares
INFO
$316K 0.01%
4,027
-315
-7% -$25.1K
KLAC icon
513
KLA
KLAC
$272B
$315K 0.01%
16,280
-590
-3% -$11.7K
APAM icon
514
Artisan Partners
APAM
$2.97B
$313K 0.01%
8,037
-228
-3% -$8.36K
DELL icon
515
Dell
DELL
$313B
$313K 0.01%
9,119
-1,081
-11% -$33.7K
XPO icon
516
XPO
XPO
$24.5B
$313K 0.01%
10,692
+292
+3% +$8.4K
KHC icon
517
Kraft Heinz
KHC
$29.1B
$311K 0.01%
10,377
-1,586
-13% -$52.8K
MPC icon
518
Marathon Petroleum
MPC
$97.8B
$308K 0.01%
10,481
-6,080
-37% -$214K
BPYU
519
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$308K 0.01%
25,190
-1,908
-7% -$21.9K
AL
520
DELISTED
Air Lease Corp
AL
$307K 0.01%
10,424
+1,447
+16% +$42.6K
CTAS icon
521
Cintas
CTAS
$81.4B
$307K 0.01%
3,688
-208
-5% -$16K
HPP
522
Hudson Pacific Properties
HPP
$777M
$307K 0.01%
2,000
+36
+2% +$5.93K
TCF
523
DELISTED
TCF Financial Corporation Common Stock
TCF
$307K 0.01%
13,146
-1,981
-13% -$53K
BHF icon
524
Brighthouse Financial
BHF
$3.44B
$306K 0.01%
11,361
-2,752
-19% -$79.9K
ASH icon
525
Ashland
ASH
$3.42B
$303K 0.01%
4,272
– –
19 20
21
22 23

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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.