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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
-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
CBRE icon
626
CBRE Group
CBRE
$42.7B
– –
-4,492
Closed -$275K
CBSH icon
627
Commerce Bancshares
CBSH
$8.56B
– –
-4,724
Closed -$240K
CHCT
628
Community Healthcare Trust
CHCT
$430M
– –
-8,974
Closed -$385K
CIM
629
Chimera Investment
CIM
$991M
– –
-5,854
Closed -$361K
CME icon
630
CME Group
CME
$94.3B
– –
-2,236
Closed -$449K
COLD icon
631
Americold
COLD
$4.17B
– –
-54,712
Closed -$1.92M
CPT icon
632
Camden Property Trust
CPT
$10.9B
– –
-24,037
Closed -$2.55M
CSR
633
Centerspace
CSR
$925M
– –
-2,981
Closed -$216K
CTAS icon
634
Cintas
CTAS
$81.4B
– –
-3,316
Closed -$223K
CTRE icon
635
CareTrust REIT
CTRE
$9.25B
– –
-45,510
Closed -$939K
CUBE icon
636
CubeSmart
CUBE
$9.28B
– –
-20,049
Closed -$631K
CUZ icon
637
Cousins Properties
CUZ
$4.85B
– –
-19,285
Closed -$795K
CXT icon
638
Crane NXT
CXT
$2.99B
– –
-7,612
Closed -$228K
DBO icon
639
Invesco DB Oil Fund
DBO
$393M
– –
-52,983
Closed -$565K
DFS
640
DELISTED
Discover Financial Services
DFS
– –
-6,505
Closed -$552K
DHS icon
641
WisdomTree US High Dividend Fund
DHS
$1.58B
– –
-2,710
Closed -$208K
DINO icon
642
HF Sinclair
DINO
$15.6B
– –
-3,973
Closed -$201K
DK icon
643
Delek US
DK
$4.12B
– –
-10,894
Closed -$365K
DOC icon
644
Healthpeak Properties
DOC
$14.2B
– –
-19,279
Closed -$647K
DRH icon
645
Diamondrock Hospitality Co
DRH
$2.5B
– –
-23,056
Closed -$255K
EGP icon
646
EastGroup Properties
EGP
$10.9B
– –
-4,533
Closed -$601K
ELS icon
647
Equity Lifestyle Properties
ELS
$12.4B
– –
-5,705
Closed -$401K
EPM icon
648
Evolution Petroleum
EPM
$134M
– –
-10,000
Closed -$55K
EPOL icon
649
iShares MSCI Poland ETF
EPOL
$825M
– –
-12,375
Closed -$261K
EPR icon
650
EPR Properties
EPR
$4.7B
– –
-17,607
Closed -$1.24M
24 25
26
27 28

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.