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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
PARA
701
DELISTED
Paramount Global Class B
PARA
– –
-5,525
Closed -$231K
PAYC icon
702
Paycom
PAYC
$9.52B
– –
-9,242
Closed -$2.45M
PCAR icon
703
PACCAR
PCAR
$69B
– –
-3,887
Closed -$205K
PDM
704
Piedmont Realty Trust
PDM
$1.19B
– –
-156,359
Closed -$3.48M
PGRE
705
DELISTED
Paramount Group
PGRE
– –
-52,000
Closed -$724K
PINC
706
DELISTED
Premier
PINC
– –
-12,119
Closed -$459K
PKG icon
707
Packaging Corp of America
PKG
$22.8B
– –
-6,423
Closed -$719K
PLD icon
708
Prologis
PLD
$134B
– –
-20,840
Closed -$1.86M
QLTA icon
709
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
– –
-14,250
Closed -$779K
R icon
710
Ryder
R
$10.1B
– –
-5,710
Closed -$310K
REXR icon
711
Rexford Industrial Realty
REXR
$8.11B
– –
-41,843
Closed -$1.91M
RH icon
712
RH
RH
$3.41B
– –
-1,266
Closed -$270K
RHI icon
713
Robert Half
RHI
$4.25B
– –
-27,323
Closed -$1.72M
RLGT icon
714
Radiant Logistics
RLGT
$400M
– –
-10,528
Closed -$59K
RYZ
715
Ryerson Holding Corp
RYZ
$1.5B
– –
-22,723
Closed -$269K
SAM icon
716
Boston Beer
SAM
$1.89B
– –
-1,463
Closed -$553K
SAN icon
717
Banco Santander
SAN
$211B
– –
-10,903
Closed -$44K
SIGA icon
718
SIGA Technologies
SIGA
$206M
– –
-29,924
Closed -$143K
SKX
719
DELISTED
Skechers
SKX
– –
-4,915
Closed -$212K
SLF icon
720
Sun Life Financial
SLF
$44.4B
– –
-4,976
Closed -$227K
SPG icon
721
Simon Property Group
SPG
$71.4B
– –
-8,327
Closed -$1.24M
SPR
722
DELISTED
Spirit AeroSystems
SPR
– –
-8,275
Closed -$603K
SPXC icon
723
SPX Corp
SPXC
$10.9B
– –
-4,998
Closed -$254K
SRE icon
724
Sempra
SRE
$56.2B
– –
-3,874
Closed -$293K
TFX icon
725
Teleflex
TFX
$6.03B
– –
-586
Closed -$220K
27 28
29
30 31

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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.