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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
PGX icon
576
Invesco Preferred ETF
PGX
$3.76B
$136K ﹤0.01%
10,299
-2,720
-21% -$39.1K
GME icon
577
GameStop
GME
$8.32B
$128K ﹤0.01%
146,408
+26,420
+22% +$28.3K
USO icon
578
United States Oil Fund
USO
$1.8B
$128K ﹤0.01%
+3,806
New +$293K
HPE icon
579
Hewlett Packard
HPE
$77.8B
$125K ﹤0.01%
12,882
-19,370
-60% -$254K
PBD icon
580
Invesco Global Clean Energy ETF
PBD
$195M
$125K ﹤0.01%
10,789
-314
-3% -$4.5K
SLM icon
581
SLM Corp
SLM
$5.26B
$124K ﹤0.01%
+17,281
New +$167K
RVT icon
582
Royce Value Trust
RVT
$2.31B
$122K ﹤0.01%
12,584
+56
+0.4% +$742
ADT icon
583
ADT
ADT
$5.34B
$119K ﹤0.01%
27,592
+1,254
+5% +$7.59K
KIM icon
584
Kimco Realty
KIM
$16.2B
$116K ﹤0.01%
12,039
+23
+0.2% +$395
SWIR
585
DELISTED
Sierra Wireless
SWIR
$112K ﹤0.01%
19,700
– –
TGNA
586
DELISTED
TEGNA Inc
TGNA
$111K ﹤0.01%
10,252
-116
-1% -$1.86K
FCX icon
587
Freeport-McMoran
FCX
$96.9B
$104K ﹤0.01%
15,369
-155
-1% -$1.62K
BKT icon
588
BlackRock Income Trust
BKT
$341M
$101K ﹤0.01%
5,833
– –
DBE icon
589
Invesco DB Energy Fund
DBE
$91.5M
$95K ﹤0.01%
11,694
+488
+4% +$5.75K
CPSS icon
590
Consumer Portfolio Services
CPSS
$205M
$93K ﹤0.01%
68,650
+25,500
+59% +$80.2K
GAP
591
The Gap Inc
GAP
$7.29B
$93K ﹤0.01%
13,266
+614
+5% +$9.11K
MTG icon
592
MGIC Investment
MTG
$6.29B
$88K ﹤0.01%
13,875
-3,075
-18% -$37.2K
F icon
593
Ford
F
$55.1B
$79K ﹤0.01%
16,322
-52,055
-76% -$390K
MFA
594
MFA Financial
MFA
$925M
$57K ﹤0.01%
+9,197
New +$245K
LYG icon
595
Lloyds Banking Group
LYG
$89.8B
$53K ﹤0.01%
35,238
-268,021
-88% -$691K
CTHR
596
DELISTED
Charles & Colvard Ltd
CTHR
$51K ﹤0.01%
+7,600
New +$82.2K
MLPA icon
597
Global X MLP ETF
MLPA
$2.29B
$50K ﹤0.01%
+2,667
New +$99.5K
MRO
598
DELISTED
Marathon Oil Corporation
MRO
$48K ﹤0.01%
14,712
-4,294
-23% -$39.6K
DHX icon
599
DHI Group
DHX
$166M
$34K ﹤0.01%
15,569
-1,053
-6% -$2.82K
WPX
600
DELISTED
WPX Energy, Inc.
WPX
$33K ﹤0.01%
+10,912
New +$103K
22 23
24
25 26

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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 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.