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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
RGA icon
526
Reinsurance Group of America
RGA
$16.1B
$239K 0.01%
2,841
-1,708
-38% -$223K
HRC
527
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$238K 0.01%
2,370
-147
-6% -$15.2K
HII icon
528
Huntington Ingalls Industries
HII
$12.9B
$236K 0.01%
1,297
+124
+11% +$28.9K
VMW
529
DELISTED
VMware, Inc
VMW
$236K 0.01%
1,952
-25,322
-93% -$3.48M
LBRDK icon
530
Liberty Broadband Class C
LBRDK
$5.07B
$235K 0.01%
2,121
+45
+2% +$5.6K
ASH icon
531
Ashland
ASH
$3.42B
$233K 0.01%
4,658
-869
-16% -$59.8K
PANW icon
532
Palo Alto Networks
PANW
$315B
$233K 0.01%
8,538
+60
+0.7% +$2.09K
AL
533
DELISTED
Air Lease Corp
AL
$231K 0.01%
10,441
-122,029
-92% -$4.64M
EOG icon
534
EOG Resources
EOG
$75.1B
$231K 0.01%
6,439
-7,470
-54% -$486K
TD icon
535
Toronto Dominion Bank
TD
$204B
$230K 0.01%
5,429
-2,000
-27% -$103K
TROW icon
536
T. Rowe Price
TROW
$23.8B
$228K 0.01%
2,333
-1,111
-32% -$136K
BBL
537
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$228K 0.01%
7,507
-4,217
-36% -$166K
DELL icon
538
Dell
DELL
$313B
$227K 0.01%
11,313
-8,527
-43% -$197K
WMB icon
539
Williams Companies
WMB
$90.1B
$227K 0.01%
16,010
-756
-5% -$14.6K
LSXMK
540
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$224K 0.01%
9,293
+895
+11% +$30K
AAXJ icon
541
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.83B
$222K 0.01%
3,720
+1,000
+37% +$68.6K
ORLY icon
542
O'Reilly Automotive
ORLY
$74.5B
$221K 0.01%
11,025
-4,605
-29% -$118K
XEL icon
543
Xcel Energy
XEL
$49.1B
$220K 0.01%
3,642
+442
+14% +$28.8K
PE
544
DELISTED
PARSLEY ENERGY INC
PE
$219K 0.01%
38,235
-14,191
-27% -$192K
FAST icon
545
Fastenal
FAST
$59.9B
$218K 0.01%
13,920
-28,136
-67% -$495K
MANH icon
546
Manhattan Associates
MANH
$11.2B
$216K 0.01%
4,333
-335
-7% -$24.1K
HAIN icon
547
Hain Celestial
HAIN
$52.9M
$214K 0.01%
+8,254
New +$206K
EXAS
548
DELISTED
Exact Sciences
EXAS
$212K 0.01%
3,654
-1,725
-32% -$140K
MGC icon
549
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$212K 0.01%
2,327
– –
CINF icon
550
Cincinnati Financial
CINF
$26.5B
$211K 0.01%
2,793
-286
-9% -$28.5K
20 21
22
23 24

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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.