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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
KKR icon
676
KKR & Co
KKR
$99.5B
– –
-6,977
Closed -$204K
KRC icon
677
Kilroy Realty
KRC
$4.22B
– –
-16,867
Closed -$1.42M
LECO icon
678
Lincoln Electric
LECO
$15.6B
– –
-3,617
Closed -$350K
LEG icon
679
Leggett & Platt
LEG
$1.29B
– –
-4,995
Closed -$254K
LII icon
680
Lennox International
LII
$14.5B
– –
-1,027
Closed -$251K
LSCC icon
681
Lattice Semiconductor
LSCC
$18.4B
– –
-11,888
Closed -$227K
LTC
682
LTC Properties
LTC
$2.09B
– –
-21,342
Closed -$955K
LYB icon
683
LyondellBasell Industries
LYB
$20.3B
– –
-3,063
Closed -$289K
MINT icon
684
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
– –
-4,400
Closed -$447K
MLKN icon
685
MillerKnoll
MLKN
$1.64B
– –
-9,161
Closed -$382K
MLM icon
686
Martin Marietta Materials
MLM
$32.7B
– –
-2,960
Closed -$807K
MOS icon
687
The Mosaic Company
MOS
$7.18B
– –
-18,055
Closed -$391K
MPT
688
Medical Properties Trust
MPT
$2.42B
– –
-133,733
Closed -$2.82M
MTCH icon
689
Match Group
MTCH
$8.4B
– –
-4,298
Closed -$353K
MTB icon
690
M&T Bank
MTB
$36.6B
– –
-2,256
Closed -$383K
MTDR icon
691
Matador Resources
MTDR
$6.5B
– –
-19,956
Closed -$359K
MYGN icon
692
Myriad Genetics
MYGN
$309M
– –
-29,653
Closed -$807K
NCLH icon
693
Norwegian Cruise Line
NCLH
$8.69B
– –
-36,684
Closed -$2.15M
NHI icon
694
National Health Investors
NHI
$3.47B
– –
-15,275
Closed -$1.25M
NIO icon
695
NIO
NIO
$11.4B
– –
-25,000
Closed -$101K
NMIH icon
696
NMI Holdings
NMIH
$3.38B
– –
-24,561
Closed -$815K
NOK icon
697
Nokia
NOK
$57.6B
– –
-10,866
Closed -$40K
NUS icon
698
Nu Skin
NUS
$236M
– –
-7,258
Closed -$297K
NVCR icon
699
NovoCure
NVCR
$2.05B
– –
-15,458
Closed -$1.3M
OXY icon
700
Occidental Petroleum
OXY
$58.5B
– –
-7,187
Closed -$296K
26 27
28
29 30

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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
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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.