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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
EQIX icon
526
Equinix
EQIX
$105B
$285K 0.01%
406
-6
-1% -$4.06K
DELL icon
527
Dell
DELL
$300B
$284K 0.01%
10,200
-1,113
-10% -$25K
TROW icon
528
T. Rowe Price
TROW
$23.8B
$284K 0.01%
2,298
-35
-2% -$3.99K
FBIN icon
529
Fortune Brands Innovations
FBIN
$5.73B
$278K 0.01%
+5,091
New +$237K
XPO icon
530
XPO
XPO
$24.3B
$278K 0.01%
10,400
-1,643
-14% -$39.3K
AUB icon
531
Atlantic Union Bankshares
AUB
$6.04B
$277K 0.01%
+11,977
New +$270K
VFC icon
532
VF Corp
VFC
$5.71B
$276K 0.01%
4,524
-232
-5% -$13.5K
MANH icon
533
Manhattan Associates
MANH
$11.1B
$275K 0.01%
2,920
-1,413
-33% -$105K
RCL icon
534
Royal Caribbean
RCL
$81.9B
$275K 0.01%
5,472
-15,173
-73% -$687K
HSIC icon
535
Henry Schein
HSIC
$9.94B
$274K 0.01%
4,690
-118
-2% -$6.59K
RY icon
536
Royal Bank of Canada
RY
$295B
$273K 0.01%
4,033
-2,578
-39% -$164K
ARNC
537
DELISTED
Arconic Corporation
ARNC
$273K 0.01%
+19,606
New +$230K
TDS icon
538
Telephone and Data Systems
TDS
$3.89B
$272K 0.01%
13,696
+3,268
+31% +$62.5K
VMW
539
DELISTED
VMware, Inc
VMW
$271K 0.01%
1,751
-201
-10% -$27.6K
BN icon
540
Brookfield
BN
$109B
$270K 0.01%
15,318
-3,379
-18% -$59.4K
COR icon
541
Cencora
COR
$61.2B
$270K 0.01%
2,682
-296
-10% -$27.3K
NVTA
542
DELISTED
Invitae Corporation
NVTA
$270K 0.01%
+8,905
New +$155K
BPYU
543
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$270K 0.01%
27,098
-24,079
-47% -$242K
APAM icon
544
Artisan Partners
APAM
$3.01B
$269K 0.01%
+8,265
New +$229K
HPQ icon
545
HP
HPQ
$26B
$269K 0.01%
15,458
-1,131
-7% -$18K
SHOP icon
546
Shopify
SHOP
$193B
$268K 0.01%
+2,820
New +$196K
ANAT
547
DELISTED
American National Group, Inc. Common Stock
ANAT
$264K 0.01%
+3,668
New +$274K
ALXN
548
DELISTED
Alexion Pharmaceuticals
ALXN
$264K 0.01%
+2,353
New +$250K
AL
549
DELISTED
Air Lease Corp
AL
$263K 0.01%
8,977
-1,464
-14% -$39.1K
ILMN icon
550
Illumina
ILMN
$28.7B
$263K 0.01%
+731
New +$235K
20 21
22
23 24

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IA
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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.