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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
SLM icon
626
SLM Corp
SLM
$5.26B
$101K ﹤0.01%
12,447
-3,591
-22% -$26.3K
M icon
627
Macy's
M
$6.26B
$75K ﹤0.01%
13,140
-17,351
-57% -$116K
BGC icon
628
BGC Group
BGC
$5.12B
$27K ﹤0.01%
11,070
– –
APO icon
629
Apollo Global Management
APO
$81.9B
– –
-4,020
Closed -$201K
AVT icon
630
Avnet
AVT
$7.98B
– –
-8,853
Closed -$247K
BOKF icon
631
BOK Financial
BOKF
$8.8B
– –
-11,106
Closed -$627K
BSX icon
632
Boston Scientific
BSX
$74.5B
– –
-31,823
Closed -$1.12M
CCI icon
633
Crown Castle
CCI
$31.5B
– –
-1,377
Closed -$230K
DHX icon
634
DHI Group
DHX
$166M
– –
-15,569
Closed -$33K
GME icon
635
GameStop
GME
$8.32B
– –
-131,432
Closed -$143K
HIG icon
636
Hartford Financial Services
HIG
$37.7B
– –
-7,458
Closed -$288K
HII icon
637
Huntington Ingalls Industries
HII
$12.9B
– –
-1,210
Closed -$211K
HPE icon
638
Hewlett Packard
HPE
$77.8B
– –
-12,204
Closed -$119K
IPG
639
DELISTED
Interpublic Group of Companies
IPG
– –
-23,457
Closed -$403K
IYM icon
640
iShares US Basic Materials ETF
IYM
$1.02B
– –
-4,260
Closed -$380K
MAA icon
641
Mid-America Apartment Communities
MAA
$15.4B
– –
-1,917
Closed -$220K
PANW icon
642
Palo Alto Networks
PANW
$315B
– –
-8,886
Closed -$340K
RCL icon
643
Royal Caribbean
RCL
$82.4B
– –
-5,472
Closed -$275K
RGA icon
644
Reinsurance Group of America
RGA
$16.1B
– –
-2,552
Closed -$200K
RY icon
645
Royal Bank of Canada
RY
$297B
– –
-4,033
Closed -$273K
SPXC icon
646
SPX Corp
SPXC
$10.9B
– –
-5,339
Closed -$220K
TDG icon
647
TransDigm Group
TDG
$68.3B
– –
-460
Closed -$203K
TWO
648
Two Harbors Investment
TWO
$1.27B
– –
-3,290
Closed -$66K
VT icon
649
Vanguard Total World Stock ETF
VT
$81.4B
– –
-4,400
Closed -$329K
VTRS icon
650
Viatris
VTRS
$18.5B
– –
-22,806
Closed -$367K
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.