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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
VFC icon
526
VF Corp
VFC
$5.73B
$303K 0.01%
4,316
-208
-5% -$13.4K
ADT icon
527
ADT
ADT
$5.34B
$302K 0.01%
36,925
+8,502
+30% +$82.8K
ROST icon
528
Ross Stores
ROST
$79.6B
$302K 0.01%
3,234
-138
-4% -$12.4K
MDC
529
DELISTED
M.D.C. Holdings, Inc.
MDC
$301K 0.01%
6,894
– –
PWR icon
530
Quanta Services
PWR
$102B
$300K 0.01%
5,668
+335
+6% +$15.6K
AEE icon
531
Ameren
AEE
$30.1B
$299K 0.01%
+3,786
New +$297K
SCHG icon
532
Schwab US Large-Cap Growth ETF
SCHG
$62.6B
$297K 0.01%
20,624
-6,680
-24% -$93.1K
VLO icon
533
Valero Energy
VLO
$95.1B
$291K 0.01%
6,717
-20,207
-75% -$1.06M
FRC
534
DELISTED
First Republic Bank
FRC
$289K 0.01%
2,652
-189
-7% -$21K
TROW icon
535
T. Rowe Price
TROW
$23.8B
$286K 0.01%
2,228
-70
-3% -$9.26K
LEN.B icon
536
Lennar Class B
LEN.B
$20.1B
$285K 0.01%
4,563
-92
-2% -$4.97K
SON icon
537
Sonoco
SON
$5.74B
$285K 0.01%
5,574
+30
+0.5% +$1.59K
EG icon
538
Everest Group
EG
$13.9B
$284K 0.01%
1,436
-369
-20% -$79K
APH icon
539
Amphenol
APH
$210B
$281K 0.01%
10,388
+4
+0% +$105
ESI icon
540
Element Solutions
ESI
$9.37B
$281K 0.01%
26,747
-1,673
-6% -$18.3K
LUV icon
541
Southwest Airlines
LUV
$22B
$281K 0.01%
7,503
+24
+0.3% +$853
LBRDK icon
542
Liberty Broadband Class C
LBRDK
$5.07B
$280K 0.01%
1,960
– –
UNM icon
543
Unum
UNM
$14.5B
$280K 0.01%
16,638
+4,225
+34% +$75.1K
HPQ icon
544
HP
HPQ
$26.8B
$279K 0.01%
14,705
-753
-5% -$13.7K
MGC icon
545
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$279K 0.01%
2,327
– –
SYNH
546
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$279K 0.01%
+5,242
New +$312K
EQIX icon
547
Equinix
EQIX
$105B
$276K 0.01%
363
-43
-11% -$32.5K
MANH icon
548
Manhattan Associates
MANH
$11.2B
$276K 0.01%
2,890
-30
-1% -$2.84K
TOL icon
549
Toll Brothers
TOL
$13.9B
$276K 0.01%
+5,663
New +$229K
ZION icon
550
Zions Bancorporation
ZION
$10.5B
$276K 0.01%
9,449
-8,632
-48% -$278K
20 21
22
23 24

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BAM
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ACI
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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.