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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
APO icon
601
Apollo Global Management
APO
$81.2B
$201K 0.01%
+4,020
New +$176K
CTSH icon
602
Cognizant
CTSH
$25.8B
$201K 0.01%
+3,540
New +$190K
RGA icon
603
Reinsurance Group of America
RGA
$16B
$200K 0.01%
2,552
-289
-10% -$26.7K
EIDO icon
604
iShares MSCI Indonesia ETF
EIDO
$490M
$185K 0.01%
+10,275
New +$172K
TAK icon
605
Takeda Pharmaceutical
TAK
$55.7B
$185K 0.01%
10,323
– –
FCX icon
606
Freeport-McMoran
FCX
$97B
$172K 0.01%
14,874
-495
-3% -$4.54K
PBD icon
607
Invesco Global Clean Energy ETF
PBD
$195M
$168K ﹤0.01%
10,608
-181
-2% -$2.51K
MTG icon
608
MGIC Investment
MTG
$6.28B
$167K ﹤0.01%
20,343
+6,468
+47% +$48.4K
RVT icon
609
Royce Value Trust
RVT
$2.31B
$158K ﹤0.01%
12,622
+38
+0.3% +$436
GAP
610
The Gap Inc
GAP
$7.32B
$156K ﹤0.01%
12,367
-899
-7% -$8.1K
KIM icon
611
Kimco Realty
KIM
$16.1B
$154K ﹤0.01%
12,016
-23
-0.2% -$256
GME icon
612
GameStop
GME
$8.31B
$143K ﹤0.01%
131,432
-14,976
-10% -$17.3K
LTHM
613
DELISTED
Livent Corporation
LTHM
$142K ﹤0.01%
23,046
-7,582
-25% -$47.8K
RF icon
614
Regions Financial
RF
$26.9B
$140K ﹤0.01%
12,589
-5,696
-31% -$60.6K
JBLU icon
615
JetBlue
JBLU
$2.2B
$136K ﹤0.01%
12,438
-6,671
-35% -$65.7K
ZNGA
616
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$134K ﹤0.01%
+14,027
New +$115K
REZI icon
617
Resideo Technologies
REZI
$3.54B
$129K ﹤0.01%
+10,970
New +$76.4K
GTES icon
618
Gates Industrial Corporation Ltd.
GTES
$7.02B
$121K ﹤0.01%
+11,733
New +$106K
HPE icon
619
Hewlett Packard
HPE
$74.2B
$119K ﹤0.01%
12,204
-678
-5% -$6.66K
SLM icon
620
SLM Corp
SLM
$5.18B
$113K ﹤0.01%
16,038
-1,243
-7% -$9.29K
TGNA
621
DELISTED
TEGNA Inc
TGNA
$113K ﹤0.01%
10,159
-93
-0.9% -$1.03K
BKT icon
622
BlackRock Income Trust
BKT
$340M
$108K ﹤0.01%
5,833
– –
F icon
623
Ford
F
$55.3B
$106K ﹤0.01%
17,508
+1,186
+7% +$6.57K
MRO
624
DELISTED
Marathon Oil Corporation
MRO
$84K ﹤0.01%
13,647
-1,065
-7% -$5.89K
TWO
625
Two Harbors Investment
TWO
$1.26B
$66K ﹤0.01%
+3,290
New +$61.1K
23 24
25
26 27

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IA
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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
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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.