We are live on ! Find out more
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
ARAY icon
601
CALL
Accuray
ARAY
$33.4M
$25K ﹤0.01%
+13,400
New +$38.7K
KOS icon
602
Kosmos Energy
KOS
$1.49B
$10K ﹤0.01%
+10,740
New +$42.7K
AAPL icon
603
CALL
Apple
AAPL
$4.41T
– –
-8,000
Closed -$587K
AAT
604
American Assets Trust
AAT
$1.39B
– –
-11,826
Closed -$543K
ACM icon
605
Aecom
ACM
$7.85B
– –
-5,565
Closed -$240K
ADC icon
606
Agree Realty
ADC
$9.25B
– –
-40,656
Closed -$2.85M
AER icon
607
AerCap
AER
$23.6B
– –
-20,435
Closed -$1.26M
AIV
608
Aimco
AIV
$379M
– –
-188,413
Closed -$1.3M
AIZ icon
609
Assurant
AIZ
$13.9B
– –
-2,161
Closed -$283K
AMED
610
DELISTED
Amedisys
AMED
– –
-45,021
Closed -$7.51M
APAM icon
611
Artisan Partners
APAM
$2.97B
– –
-7,832
Closed -$253K
APH icon
612
Amphenol
APH
$210B
– –
-11,528
Closed -$312K
APO icon
613
Apollo Global Management
APO
$81.9B
– –
-4,420
Closed -$211K
ARWR icon
614
Arrowhead Research
ARWR
$12.3B
– –
-30,865
Closed -$1.96M
ARW icon
615
Arrow Electronics
ARW
$10.7B
– –
-5,900
Closed -$500K
ASPS icon
616
Altisource Portfolio Solutions
ASPS
$64.5M
– –
-1,496
Closed -$231K
AUB icon
617
Atlantic Union Bankshares
AUB
$6.06B
– –
-8,294
Closed -$311K
AVB icon
618
AvalonBay Communities
AVB
$25.7B
– –
-11,877
Closed -$2.49M
BJRI icon
619
BJ's Restaurants
BJRI
$1.48B
– –
-10,547
Closed -$400K
BLD
620
DELISTED
TopBuild
BLD
– –
-2,239
Closed -$231K
BLDR icon
621
Builders FirstSource
BLDR
$7.79B
– –
-128,954
Closed -$2.22M
BLKB icon
622
Blackbaud
BLKB
$2.03B
– –
-2,565
Closed -$204K
BP icon
623
BP
BP
$111B
– –
-6,843
Closed -$258K
BRX icon
624
Brixmor Property Group
BRX
$9.12B
– –
-27,051
Closed -$585K
BX icon
625
Blackstone
BX
$110B
– –
-5,327
Closed -$298K
23 24
25
26 27

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.