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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
PEJ icon
576
Invesco Leisure and Entertainment ETF
PEJ
$307M
$228K 0.01%
+7,830
New +$217K
MDC
577
DELISTED
M.D.C. Holdings, Inc.
MDC
$228K 0.01%
+6,894
New +$191K
ADT icon
578
ADT
ADT
$5.44B
$227K 0.01%
28,423
+831
+3% +$5.37K
SPLK
579
DELISTED
Splunk Inc
SPLK
$226K 0.01%
+1,136
New +$180K
ACM icon
580
Aecom
ACM
$8.62B
$223K 0.01%
+5,923
New +$212K
R icon
581
Ryder
R
$9.92B
$222K 0.01%
+5,908
New +$196K
MAA icon
582
Mid-America Apartment Communities
MAA
$15.3B
$220K 0.01%
1,917
-4,186
-69% -$471K
SPXC icon
583
SPX Corp
SPXC
$10.9B
$220K 0.01%
+5,339
New +$201K
EA
584
DELISTED
Electronic Arts
EA
$219K 0.01%
+1,657
New +$196K
NUE icon
585
Nucor
NUE
$61.9B
$219K 0.01%
5,292
-448
-8% -$18.1K
EQT icon
586
EQT Corp
EQT
$34B
$217K 0.01%
+18,238
New +$239K
DAL icon
587
Delta Air Lines
DAL
$59.5B
$215K 0.01%
7,650
-9,667
-56% -$246K
DFS
588
DELISTED
Discover Financial Services
DFS
$214K 0.01%
+4,263
New +$188K
GNMA icon
589
iShares GNMA Bond ETF
GNMA
$431M
$212K 0.01%
+4,123
New +$212K
EPD icon
590
Enterprise Products Partners
EPD
$81.8B
$211K 0.01%
11,630
-1,455
-11% -$26K
HII icon
591
Huntington Ingalls Industries
HII
$12.9B
$211K 0.01%
1,210
-87
-7% -$16.2K
XEL icon
592
Xcel Energy
XEL
$48.5B
$211K 0.01%
3,377
-265
-7% -$16.7K
CATC
593
DELISTED
CAMBRIDGE BANCORP
CATC
$211K 0.01%
+3,564
New +$188K
M icon
594
Macy's
M
$6.45B
$210K 0.01%
30,491
-5,164
-14% -$31.8K
PWR icon
595
Quanta Services
PWR
$101B
$209K 0.01%
+5,333
New +$190K
UNM icon
596
Unum
UNM
$14.2B
$206K 0.01%
12,413
-865
-7% -$13.7K
GVI icon
597
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$205K 0.01%
1,744
-19
-1% -$2.21K
LII icon
598
Lennox International
LII
$14.9B
$205K 0.01%
+881
New +$178K
LEN.B icon
599
Lennar Class B
LEN.B
$20.8B
$204K 0.01%
+4,655
New +$176K
TDG icon
600
TransDigm Group
TDG
$68.7B
$203K 0.01%
+460
New +$174K
22 23
24
25 26

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IA
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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
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.