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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
DHX icon
626
DHI Group
DHX
$174M
$33K ﹤0.01%
15,569
– –
BGC icon
627
BGC Group
BGC
$4.93B
$30K ﹤0.01%
+11,070
New +$30.7K
AMZN icon
628
CALL
Amazon
AMZN
$2.91T
– –
-20,000
Closed -$1.95M
ARAY icon
629
CALL
Accuray
ARAY
$33.5M
– –
-13,400
Closed -$25K
CINF icon
630
Cincinnati Financial
CINF
$26.5B
– –
-2,793
Closed -$211K
CPSS icon
631
Consumer Portfolio Services
CPSS
$201M
– –
-68,650
Closed -$93K
DBE icon
632
Invesco DB Energy Fund
DBE
$90.9M
– –
-11,694
Closed -$95K
ENB icon
633
Enbridge
ENB
$113B
– –
-6,933
Closed -$202K
EOG icon
634
EOG Resources
EOG
$74.7B
– –
-6,439
Closed -$231K
EXAS
635
DELISTED
Exact Sciences
EXAS
– –
-3,654
Closed -$212K
GD icon
636
CALL
General Dynamics
GD
$106B
– –
-2,500
Closed -$331K
GSG icon
637
iShares S&P GSCI Commodity-Indexed Trust
GSG
$942M
– –
-32,857
Closed -$306K
HSBC icon
638
HSBC
HSBC
$358B
– –
-26,490
Closed -$742K
JCI icon
639
Johnson Controls International
JCI
$93.3B
– –
-7,584
Closed -$204K
KOS icon
640
Kosmos Energy
KOS
$1.48B
– –
-10,740
Closed -$10K
LNC icon
641
Lincoln National
LNC
$8.44B
– –
-12,880
Closed -$339K
LYG icon
642
Lloyds Banking Group
LYG
$89.8B
– –
-35,238
Closed -$53K
MIDD icon
643
Middleby
MIDD
$5.26B
– –
-3,552
Closed -$202K
MLPA icon
644
Global X MLP ETF
MLPA
$2.28B
– –
-2,667
Closed -$50K
MSFT icon
645
CALL
Microsoft
MSFT
$3.67T
– –
-3,000
Closed -$473K
NXPI icon
646
NXP Semiconductors
NXPI
$59.6B
– –
-8,139
Closed -$675K
PGX icon
647
Invesco Preferred ETF
PGX
$3.77B
– –
-10,299
Closed -$136K
SCHO icon
648
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
– –
-53,424
Closed -$1.38M
SCHW
649
Charles Schwab
SCHW
$187B
– –
-8,328
Closed -$280K
SCHV
650
Schwab US Large-Cap Value ETF
SCHV
$16.2B
– –
-18,099
Closed -$267K
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
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 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.