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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
SLB icon
651
SLB Ltd
SLB
$79.7B
– –
-11,225
Closed -$151K
UAL icon
652
United Airlines
UAL
$41B
– –
-18,428
Closed -$581K
USO icon
653
United States Oil Fund
USO
$1.8B
– –
-3,806
Closed -$128K
VNO icon
654
Vornado Realty Trust
VNO
$7.24B
– –
-6,912
Closed -$250K
WAB icon
655
Wabtec
WAB
$50.3B
– –
-4,998
Closed -$241K
LSXMK
656
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
– –
-9,293
Closed -$224K
CTHR
657
DELISTED
Charles & Colvard Ltd
CTHR
– –
-7,600
Closed -$51K
SWIR
658
DELISTED
Sierra Wireless
SWIR
– –
-19,700
Closed -$112K
SC
659
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
– –
-45,631
Closed -$635K
RDS.A
660
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
– –
-16,483
Closed -$575K
WPX
661
DELISTED
WPX Energy, Inc.
WPX
– –
-10,912
Closed -$33K
AGN
662
DELISTED
Allergan plc
AGN
– –
-6,899
Closed -$1.22M
RTN
663
DELISTED
Raytheon Company
RTN
– –
-3,226
Closed -$423K
S
664
DELISTED
Sprint Corporation
S
– –
-21,148
Closed -$182K
BBL
665
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
– –
-7,507
Closed -$228K
23 24 25 26
27

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BAM
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ACI
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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.