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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
R icon
576
Ryder
R
$10.1B
$240K 0.01%
5,685
-223
-4% -$9.02K
LII icon
577
Lennox International
LII
$14.5B
$239K 0.01%
876
-5
-0.6% -$1.33K
ALXN
578
DELISTED
Alexion Pharmaceuticals
ALXN
$238K 0.01%
2,081
-272
-12% -$29.3K
TDS icon
579
Telephone and Data Systems
TDS
$3.82B
$237K 0.01%
12,873
-823
-6% -$17.3K
HSIC icon
580
Henry Schein
HSIC
$10.1B
$236K 0.01%
4,016
-674
-14% -$43.2K
NUE icon
581
Nucor
NUE
$61.9B
$236K 0.01%
5,262
-30
-0.6% -$1.33K
WMB icon
582
Williams Companies
WMB
$90.1B
$233K 0.01%
11,838
-4,172
-26% -$84.9K
XEL icon
583
Xcel Energy
XEL
$49.1B
$233K 0.01%
3,378
+1
+0% +$68
VMW
584
DELISTED
VMware, Inc
VMW
$232K 0.01%
1,618
-133
-8% -$18.9K
SSNC icon
585
SS&C Technologies
SSNC
$18.8B
$229K 0.01%
3,792
-8,585
-69% -$514K
FSLY icon
586
Fastly Inc
FSLY
$4.54B
$228K 0.01%
+2,436
New +$211K
MTCH icon
587
Match Group
MTCH
$8.4B
$228K 0.01%
+2,061
New +$218K
CTSH icon
588
Cognizant
CTSH
$26.2B
$227K 0.01%
3,266
-274
-8% -$17.8K
PBD icon
589
Invesco Global Clean Energy ETF
PBD
$195M
$226K 0.01%
10,321
-287
-3% -$5.56K
FLKR icon
590
Franklin FTSE South Korea ETF
FLKR
$1.51B
$224K 0.01%
+9,675
New +$215K
ICUI icon
591
ICU Medical
ICUI
$4.48B
$224K 0.01%
1,227
-3,256
-73% -$613K
JCI icon
592
Johnson Controls International
JCI
$92.6B
$224K 0.01%
+5,486
New +$215K
LEG icon
593
Leggett & Platt
LEG
$1.29B
$222K 0.01%
+5,381
New +$214K
DFS
594
DELISTED
Discover Financial Services
DFS
$218K 0.01%
3,780
-483
-11% -$25.3K
CINF icon
595
Cincinnati Financial
CINF
$26.5B
$217K 0.01%
+2,780
New +$215K
EXC icon
596
Exelon
EXC
$46.6B
$217K 0.01%
8,498
-653
-7% -$17.3K
FCX icon
597
Freeport-McMoran
FCX
$96.9B
$217K 0.01%
13,880
-994
-7% -$14.3K
PFGC icon
598
Performance Food Group
PFGC
$16.9B
$217K 0.01%
+6,279
New +$202K
FLTW icon
599
Franklin FTSE Taiwan ETF
FLTW
$3.18B
$214K 0.01%
+6,831
New +$211K
ILMN icon
600
Illumina
ILMN
$29.1B
$212K 0.01%
705
-26
-4% -$8.96K
22 23
24
25 26

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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.