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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
FSS icon
551
Federal Signal
FSS
$7.71B
$211K 0.01%
+7,742
New +$241K
CCI icon
552
Crown Castle
CCI
$31.5B
$209K 0.01%
1,448
+19
+1% +$2.83K
NUE icon
553
Nucor
NUE
$61.9B
$207K 0.01%
5,740
-1,451
-20% -$64.4K
RDN icon
554
Radian Group
RDN
$4.87B
$207K 0.01%
+15,987
New +$349K
AVT icon
555
Avnet
AVT
$7.98B
$206K 0.01%
8,206
-21,257
-72% -$724K
JCI icon
556
Johnson Controls International
JCI
$92.6B
$204K 0.01%
7,584
-20,936
-73% -$780K
XPO icon
557
XPO
XPO
$24.5B
$203K 0.01%
+12,043
New +$322K
ENB icon
558
Enbridge
ENB
$112B
$202K 0.01%
6,933
-204
-3% -$7.56K
GVI icon
559
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$202K 0.01%
+1,763
New +$201K
MIDD icon
560
Middleby
MIDD
$5.38B
$202K 0.01%
3,552
-3,535
-50% -$347K
UNM icon
561
Unum
UNM
$14.5B
$199K 0.01%
+13,278
New +$319K
SWCH
562
DELISTED
Switch, Inc. Class A Common Stock
SWCH
$198K 0.01%
+13,687
New +$208K
INN
563
Summit Hotel Properties
INN
$655M
$191K 0.01%
45,328
-642
-1% -$6.04K
EPD icon
564
Enterprise Products Partners
EPD
$81.9B
$187K 0.01%
13,085
-3,435
-21% -$79.8K
S
565
DELISTED
Sprint Corporation
S
$182K 0.01%
+21,148
New +$148K
M icon
566
Macy's
M
$6.26B
$175K 0.01%
35,655
+19,120
+116% +$259K
TDS icon
567
Telephone and Data Systems
TDS
$3.82B
$175K 0.01%
10,428
+525
+5% +$11.4K
JBLU icon
568
JetBlue
JBLU
$2.18B
$171K 0.01%
+19,109
New +$317K
RF icon
569
Regions Financial
RF
$26.9B
$164K 0.01%
18,285
-466
-2% -$6.53K
LTHM
570
DELISTED
Livent Corporation
LTHM
$161K 0.01%
30,628
-46
-0.1% -$387
KRA
571
DELISTED
Kraton Corporation
KRA
$158K 0.01%
19,465
-18,742
-49% -$279K
TAK icon
572
Takeda Pharmaceutical
TAK
$55.6B
$156K 0.01%
10,323
-35
-0.3% -$634
SLB icon
573
SLB Ltd
SLB
$78.1B
$151K 0.01%
11,225
-26,687
-70% -$772K
ESI icon
574
Element Solutions
ESI
$9.37B
$140K ﹤0.01%
+16,783
New +$178K
CVET
575
DELISTED
Covetrus, Inc. Common Stock
CVET
$139K ﹤0.01%
17,096
– –
21 22
23
24 25

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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.