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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
IJH icon
51
iShares Core S&P Mid-Cap ETF
IJH
$127B
$18.6M 0.64%
645,740
-40
-0% -$1.49K
BAC icon
52
Bank of America
BAC
$448B
$18.1M 0.63%
851,558
+5,272
+0.6% +$158K
GLD icon
53
SPDR Gold Trust
GLD
$144B
$17.5M 0.61%
118,037
-26,379
-18% -$3.93M
FISV
54
Fiserv Inc
FISV
$27.4B
$17.3M 0.6%
181,636
+252
+0.1% +$28K
VZ icon
55
Verizon
VZ
$194B
$16.9M 0.58%
314,223
+1,854
+0.6% +$106K
SCZ icon
56
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$16.3M 0.56%
362,991
+251,977
+227% +$14M
VBR icon
57
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$16.2M 0.56%
182,828
+61,306
+50% +$7.44M
META icon
58
Meta Platforms (Facebook)
META
$1.5T
$16.2M 0.56%
97,016
-24,137
-20% -$4.73M
IUSV icon
59
iShares Core S&P US Value ETF
IUSV
$27.8B
$15.6M 0.54%
337,535
+311,144
+1,179% +$17.9M
TJX icon
60
TJX Companies
TJX
$171B
$15.2M 0.53%
318,092
-43,660
-12% -$2.51M
IJS icon
61
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$15.1M 0.52%
302,632
+165,876
+121% +$11.5M
ZTS icon
62
Zoetis
ZTS
$30.2B
$15M 0.52%
127,280
-1,183
-0.9% -$156K
IWF icon
63
iShares Russell 1000 Growth ETF
IWF
$128B
$14.7M 0.51%
391,008
+147,984
+61% +$6.38M
MDT icon
64
Medtronic
MDT
$114B
$14.6M 0.51%
162,065
-552
-0.3% -$58.7K
NKE icon
65
Nike
NKE
$60.3B
$14.5M 0.5%
175,000
-15,512
-8% -$1.44M
VWO icon
66
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$13.9M 0.48%
414,352
+19,850
+5% +$809K
ADBE icon
67
Adobe
ADBE
$103B
$13.7M 0.47%
42,982
-12,786
-23% -$4.37M
UNP icon
68
Union Pacific
UNP
$174B
$13.4M 0.46%
94,943
-1,308
-1% -$216K
IWD icon
69
iShares Russell 1000 Value ETF
IWD
$83.8B
$13.1M 0.45%
131,757
-12,763
-9% -$1.59M
ECL icon
70
Ecolab
ECL
$78.7B
$12.7M 0.44%
81,428
-3,934
-5% -$739K
TXN icon
71
Texas Instruments
TXN
$261B
$12.5M 0.43%
124,870
+14,951
+14% +$1.79M
EW icon
72
Edwards Lifesciences
EW
$53.1B
$12.5M 0.43%
198,132
+7,881
+4% +$568K
MDLZ icon
73
Mondelez International
MDLZ
$78.4B
$12.4M 0.43%
248,054
-4,324
-2% -$234K
MRK icon
74
Merck
MRK
$326B
$11.6M 0.4%
158,672
-18,723
-11% -$1.47M
T icon
75
AT&T
T
$167B
$11.3M 0.39%
512,531
+2,273
+0.4% +$62.1K
1 2
3
4 5

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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.