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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
BAC icon
51
Bank of America
BAC
$448B
$20.2M 0.59%
851,029
-529
-0.1% -$12.5K
VBR icon
52
Vanguard Morningstar Small-Cap Value ETF
VBR
$38.1B
$19.9M 0.58%
186,252
+3,424
+2% +$344K
SHM icon
53
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$19.5M 0.57%
391,077
-6,034
-2% -$298K
VZ icon
54
Verizon
VZ
$196B
$18.9M 0.55%
343,506
+29,283
+9% +$1.65M
IWF icon
55
iShares Russell 1000 Growth ETF
IWF
$127B
$18.9M 0.55%
394,232
+3,224
+0.8% +$142K
ZTS icon
56
Zoetis
ZTS
$31B
$18.8M 0.55%
136,851
+9,571
+8% +$1.25M
TXN icon
57
Texas Instruments
TXN
$257B
$18.4M 0.54%
144,861
+19,991
+16% +$2.33M
BRK.B icon
58
Berkshire Hathaway Class B
BRK.B
$1.11T
$17.5M 0.51%
98,221
-7,239
-7% -$1.32M
NKE icon
59
Nike
NKE
$60.8B
$17.5M 0.51%
178,251
+3,251
+2% +$300K
BWZ icon
60
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
$17.4M 0.51%
571,887
-154,208
-21% -$4.62M
IUSV icon
61
iShares Core S&P US Value ETF
IUSV
$27.8B
$17.2M 0.5%
330,010
-7,525
-2% -$384K
ECL icon
62
Ecolab
ECL
$79.6B
$17M 0.5%
85,637
+4,209
+5% +$815K
IJS icon
63
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$16.9M 0.49%
281,518
-21,114
-7% -$1.18M
UNP icon
64
Union Pacific
UNP
$174B
$16.8M 0.49%
99,431
+4,488
+5% +$719K
VWO icon
65
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$16.5M 0.48%
416,364
+2,012
+0.5% +$74.5K
TJX icon
66
TJX Companies
TJX
$173B
$16.2M 0.47%
319,655
+1,563
+0.5% +$78.5K
FISV
67
Fiserv Inc
FISV
$28.1B
$16M 0.47%
163,703
-17,933
-10% -$1.81M
PYPL icon
68
PayPal
PYPL
$50.5B
$15.6M 0.46%
89,658
+2,051
+2% +$283K
ITW icon
69
Illinois Tool Works
ITW
$83.8B
$14.8M 0.43%
84,892
+8,675
+11% +$1.42M
EW icon
70
Edwards Lifesciences
EW
$53.9B
$14.6M 0.43%
211,315
+13,183
+7% +$937K
MDLZ icon
71
Mondelez International
MDLZ
$78.5B
$13.8M 0.4%
270,767
+22,713
+9% +$1.17M
IWD icon
72
iShares Russell 1000 Value ETF
IWD
$84.1B
$13.6M 0.4%
121,022
-10,735
-8% -$1.18M
ACN icon
73
Accenture
ACN
$109B
$13.5M 0.39%
62,801
+37,228
+146% +$7.04M
IBB icon
74
iShares Biotechnology ETF
IBB
$9.83B
$13.3M 0.39%
97,139
+10,435
+12% +$1.33M
PDBC icon
75
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.65B
$13.1M 0.38%
1,008,673
-746,528
-43% -$9.06M
1 2
3
4 5

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IA
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SCC
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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 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.