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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
EQR icon
651
Equity Residential
EQR
$24.2B
– –
-10,052
Closed -$813K
FCPT icon
652
Four Corners Property Trust
FCPT
$2.74B
– –
-22,205
Closed -$626K
FITB
653
Fifth Third Bancorp
FITB
$52.6B
– –
-8,923
Closed -$274K
FNF icon
654
Fidelity National Financial
FNF
$12.8B
– –
-13,015
Closed -$568K
FR icon
655
First Industrial Realty Trust
FR
$8.4B
– –
-9,846
Closed -$409K
FRPT icon
656
Freshpet
FRPT
$3.48B
– –
-11,730
Closed -$693K
FVC icon
657
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$110M
– –
-9,302
Closed -$257K
GHC icon
658
Graham Holdings Company
GHC
$5.03B
– –
-832
Closed -$532K
GMS
659
DELISTED
GMS Inc
GMS
– –
-16,928
Closed -$454K
GRP.U
660
DELISTED
Granite Real Estate Investment Trust
GRP.U
– –
-40,169
Closed -$2.57M
GSHD icon
661
Goosehead Insurance
GSHD
$2.33B
– –
-22,523
Closed -$955K
GTY
662
Getty Realty Corp
GTY
$2.04B
– –
-90,727
Closed -$2.98M
GUNR icon
663
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
– –
-6,730
Closed -$226K
HBAN icon
664
Huntington Bancshares
HBAN
$36.1B
– –
-27,155
Closed -$410K
HCA icon
665
HCA Healthcare
HCA
$89.8B
– –
-1,835
Closed -$271K
HST icon
666
Host Hotels & Resorts
HST
$15.6B
– –
-27,732
Closed -$514K
ILMN icon
667
Illumina
ILMN
$29.1B
– –
-751
Closed -$243K
INVA icon
668
Innoviva
INVA
$1.5B
– –
-15,299
Closed -$217K
ISHG icon
669
iShares 1-3 Year International Treasury Bond ETF
ISHG
$825M
– –
-3,608
Closed -$286K
ISRG icon
670
Intuitive Surgical
ISRG
$142B
– –
-2,181
Closed -$430K
JBGS
671
JBG SMITH
JBGS
$691M
– –
-34,078
Closed -$1.36M
JRVR icon
672
James River Group Holdings
JRVR
$199M
– –
-10,620
Closed -$438K
KDP icon
673
Keurig Dr Pepper
KDP
$40.2B
– –
-7,667
Closed -$222K
KEX icon
674
Kirby Corp
KEX
$7.18B
– –
-5,131
Closed -$459K
KFRC icon
675
Kforce
KFRC
$1.03B
– –
-22,066
Closed -$876K
25 26
27
28 29

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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 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.