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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
SFM icon
551
Sprouts Farmers Market
SFM
$7.87B
$263K 0.01%
+10,286
New +$235K
CTAS icon
552
Cintas
CTAS
$82.1B
$260K 0.01%
+3,896
New +$225K
PHM icon
553
Pultegroup
PHM
$25.2B
$260K 0.01%
+7,628
New +$229K
OMF icon
554
OneMain Financial
OMF
$7.32B
$259K 0.01%
10,535
-3,640
-26% -$82.9K
LUV icon
555
Southwest Airlines
LUV
$22.3B
$256K 0.01%
7,479
+650
+10% +$20.7K
BLD
556
DELISTED
TopBuild
BLD
$255K 0.01%
+2,239
New +$224K
MGC icon
557
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
$255K 0.01%
2,327
– –
ZM icon
558
Zoom
ZM
$31.1B
$253K 0.01%
+997
New +$179K
JEF icon
559
Jefferies Financial Group
JEF
$12.7B
$251K 0.01%
16,870
-7,707
-31% -$103K
SWKS icon
560
Skyworks Solutions
SWKS
$10.3B
$250K 0.01%
+1,958
New +$217K
TWTR
561
DELISTED
Twitter, Inc.
TWTR
$250K 0.01%
+8,378
New +$253K
APH icon
562
Amphenol
APH
$206B
$249K 0.01%
+10,384
New +$232K
AVT icon
563
Avnet
AVT
$7.87B
$247K 0.01%
8,853
+647
+8% +$18K
SWCH
564
DELISTED
Switch, Inc. Class A Common Stock
SWCH
$246K 0.01%
13,790
+103
+0.8% +$1.8K
ADSK icon
565
Autodesk
ADSK
$53.1B
$245K 0.01%
+1,024
New +$201K
LBRDK icon
566
Liberty Broadband Class C
LBRDK
$5.32B
$243K 0.01%
1,960
-161
-8% -$20.2K
TD icon
567
Toronto Dominion Bank
TD
$201B
$241K 0.01%
5,405
-24
-0.4% -$1.02K
HRC
568
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$239K 0.01%
2,176
-194
-8% -$20.3K
CVET
569
DELISTED
Covetrus, Inc. Common Stock
CVET
$238K 0.01%
13,284
-3,812
-22% -$50.1K
EXC icon
570
Exelon
EXC
$46.2B
$237K 0.01%
9,151
-6,184
-40% -$164K
CCI icon
571
Crown Castle
CCI
$31.3B
$230K 0.01%
1,377
-71
-5% -$11.4K
CPB icon
572
Campbell Soup
CPB
$6.78B
$230K 0.01%
+4,636
New +$230K
ORLY icon
573
O'Reilly Automotive
ORLY
$74.9B
$230K 0.01%
8,175
-2,850
-26% -$74.5K
BX icon
574
Blackstone
BX
$110B
$229K 0.01%
+4,043
New +$213K
IGIB icon
575
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$228K 0.01%
3,775
-1,766
-32% -$103K
21 22
23
24 25

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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.