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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
BX icon
601
Blackstone
BX
$110B
$211K 0.01%
4,043
– –
SFM icon
602
Sprouts Farmers Market
SFM
$8.03B
$211K 0.01%
10,073
-213
-2% -$5.1K
ACM icon
603
Aecom
ACM
$7.85B
$209K 0.01%
4,991
-932
-16% -$35.5K
GAP
604
The Gap Inc
GAP
$7.29B
$209K 0.01%
12,247
-120
-1% -$1.79K
LTHM
605
DELISTED
Livent Corporation
LTHM
$207K 0.01%
23,026
-20
-0.1% -$150
SLGN icon
606
Silgan Holdings
SLGN
$4.3B
$206K 0.01%
+5,599
New +$205K
UI icon
607
Ubiquiti
UI
$35B
$206K 0.01%
1,238
-520
-30% -$91.7K
GVI icon
608
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$204K 0.01%
1,733
-11
-0.6% -$1.3K
CPB icon
609
Campbell Soup
CPB
$6.74B
$203K 0.01%
4,200
-436
-9% -$21.5K
WSM icon
610
Williams-Sonoma
WSM
$28.9B
$203K 0.01%
+4,488
New +$199K
DAL icon
611
Delta Air Lines
DAL
$59.1B
$201K 0.01%
6,558
-1,092
-14% -$31.5K
EPD icon
612
Enterprise Products Partners
EPD
$81.9B
$184K 0.01%
11,672
+42
+0.4% +$736
TAK icon
613
Takeda Pharmaceutical
TAK
$55.6B
$184K 0.01%
10,323
– –
EIDO icon
614
iShares MSCI Indonesia ETF
EIDO
$492M
$177K ﹤0.01%
10,275
– –
RVT icon
615
Royce Value Trust
RVT
$2.31B
$160K ﹤0.01%
12,657
+35
+0.3% +$458
MTG icon
616
MGIC Investment
MTG
$6.29B
$159K ﹤0.01%
17,938
-2,405
-12% -$20.5K
RF icon
617
Regions Financial
RF
$26.9B
$137K ﹤0.01%
11,868
-721
-6% -$8.04K
KIM icon
618
Kimco Realty
KIM
$16.2B
$135K ﹤0.01%
12,016
– –
GTES icon
619
Gates Industrial Corporation Ltd.
GTES
$7.05B
$128K ﹤0.01%
11,540
-193
-2% -$2.15K
F icon
620
Ford
F
$55.1B
$127K ﹤0.01%
19,114
+1,606
+9% +$10.9K
ZNGA
621
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$123K ﹤0.01%
13,537
-490
-3% -$4.56K
JBLU icon
622
JetBlue
JBLU
$2.18B
$119K ﹤0.01%
10,513
-1,925
-15% -$21.6K
TGNA
623
DELISTED
TEGNA Inc
TGNA
$119K ﹤0.01%
10,159
– –
REZI icon
624
Resideo Technologies
REZI
$3.89B
$116K ﹤0.01%
10,571
-399
-4% -$5.05K
BKT icon
625
BlackRock Income Trust
BKT
$341M
$107K ﹤0.01%
5,833
– –
23 24
25
26 27

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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 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.