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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
ADSK icon
551
Autodesk
ADSK
$52.7B
$275K 0.01%
1,192
+168
+16% +$39.9K
SWKS icon
552
Skyworks Solutions
SWKS
$10.5B
$274K 0.01%
1,882
-76
-4% -$10.6K
CNC icon
553
Centene
CNC
$33.1B
$272K 0.01%
4,671
-617
-12% -$38.3K
IGIB icon
554
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$272K 0.01%
4,471
+696
+18% +$42.5K
BN icon
555
Brookfield
BN
$110B
$271K 0.01%
15,335
+17
+0.1% +$304
ALLY icon
556
Ally Financial
ALLY
$13.5B
$269K 0.01%
10,734
-52,606
-83% -$1.18M
EQT icon
557
EQT Corp
EQT
$33.8B
$269K 0.01%
20,825
+2,587
+14% +$38K
SIRI icon
558
SiriusXM
SIRI
$9.59B
$266K 0.01%
4,954
– –
RDS.B
559
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$266K 0.01%
10,967
-10,497
-49% -$301K
OMC icon
560
Omnicom Group
OMC
$23.5B
$265K 0.01%
5,357
-2,281
-30% -$122K
ITGR icon
561
Integer Holdings
ITGR
$4.25B
$263K 0.01%
4,456
+458
+11% +$30.6K
SCHE icon
562
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$262K 0.01%
9,802
-2,458
-20% -$65.7K
OMF icon
563
OneMain Financial
OMF
$7.44B
$261K 0.01%
8,343
-2,192
-21% -$62.4K
SNX icon
564
TD Synnex
SNX
$20.4B
$261K 0.01%
+3,728
New +$235K
COR icon
565
Cencora
COR
$60B
$260K 0.01%
2,683
+1
+0% +$99
AUB icon
566
Atlantic Union Bankshares
AUB
$6.06B
$259K 0.01%
12,122
+145
+1% +$3.3K
INN
567
Summit Hotel Properties
INN
$655M
$257K 0.01%
49,596
-1,478
-3% -$8.35K
K
568
DELISTED
Kellanova
K
$257K 0.01%
4,237
-1,929
-31% -$122K
ULTA icon
569
Ulta Beauty
ULTA
$22.9B
$252K 0.01%
1,127
-989
-47% -$213K
ORLY icon
570
O'Reilly Automotive
ORLY
$74.5B
$251K 0.01%
8,175
– –
PEJ icon
571
Invesco Leisure and Entertainment ETF
PEJ
$312M
$251K 0.01%
7,830
– –
W icon
572
Wayfair
W
$14.1B
$248K 0.01%
+853
New +$233K
XYL icon
573
Xylem
XYL
$28.5B
$248K 0.01%
+2,953
New +$230K
TD icon
574
Toronto Dominion Bank
TD
$204B
$247K 0.01%
5,333
-72
-1% -$3.35K
SHOP icon
575
Shopify
SHOP
$194B
$242K 0.01%
2,370
-450
-16% -$44.7K
21 22
23
24 25

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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.