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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
+8.65%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.6B
AUM Growth
+$166M
Cap. Flow
-$92.3M
Cap. Flow %
-2.57%
Top 10 Hldgs %
25.02%
Holding
658
New
31
Increased
157
Reduced
406
Closed
30

Top Buys

Rank Stock Value
1
EA
Electronic Arts
EA
+$8.41M
2
QRVO icon
Qorvo
QRVO
+$7.04M
3
LIN icon
Linde
LIN
+$6.07M
4
MBB icon
iShares MBS ETF
MBB
+$5.08M
5
PYPL icon
PayPal
PYPL
+$2.65M

Top Sells

Rank Stock Value
1
VNQ icon
Vanguard Real Estate ETF
VNQ
+$28M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$7.16M
3
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$6.48M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.78M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.24M

Sector Composition

Rank Sector Weight
1 Technology 13.96%
2 Healthcare 9.32%
3 Consumer Discretionary 8.47%
4 Financials 7.53%
5 Consumer Staples 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TXN icon
51
Texas Instruments
TXN
$257B
$20.5M 0.57%
143,355
-1,506
-1% -$205K
PYPL icon
52
PayPal
PYPL
$50.5B
$20.4M 0.57%
103,750
+14,092
+16% +$2.65M
DIS icon
53
Walt Disney
DIS
$179B
$20M 0.56%
161,024
-32,222
-17% -$4.03M
UNP icon
54
Union Pacific
UNP
$174B
$19.9M 0.55%
100,846
+1,415
+1% +$263K
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.11T
$19.7M 0.55%
92,648
-5,573
-6% -$1.14M
BAC icon
56
Bank of America
BAC
$448B
$18.6M 0.52%
773,054
-77,975
-9% -$1.94M
VBR icon
57
Vanguard Morningstar Small-Cap Value ETF
VBR
$38B
$18.1M 0.5%
163,677
-22,575
-12% -$2.53M
ITW icon
58
Illinois Tool Works
ITW
$83.5B
$18M 0.5%
93,316
+8,424
+10% +$1.6M
SHM icon
59
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$17.9M 0.5%
358,541
-32,536
-8% -$1.62M
VWO icon
60
Vanguard FTSE Emerging Markets ETF
VWO
$125B
$17.9M 0.5%
412,991
-3,373
-0.8% -$147K
TJX icon
61
TJX Companies
TJX
$172B
$17.7M 0.49%
317,883
-1,772
-0.6% -$95.5K
ECL icon
62
Ecolab
ECL
$79.8B
$17.3M 0.48%
86,607
+970
+1% +$194K
CVX icon
63
Chevron
CVX
$386B
$16.9M 0.47%
234,189
-27,676
-11% -$2.33M
IJS icon
64
iShares S&P Small-Cap 600 Value ETF
IJS
$8.33B
$16.8M 0.47%
274,692
-6,826
-2% -$429K
IUSV icon
65
iShares Core S&P US Value ETF
IUSV
$27.8B
$16.7M 0.46%
306,997
-23,013
-7% -$1.26M
BWZ icon
66
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$288M
$16.6M 0.46%
527,650
-44,237
-8% -$1.39M
CSCO icon
67
Cisco
CSCO
$475B
$16.5M 0.46%
417,693
-44,131
-10% -$1.92M
EW icon
68
Edwards Lifesciences
EW
$54B
$16.4M 0.46%
206,039
-5,276
-2% -$412K
MDLZ icon
69
Mondelez International
MDLZ
$78.9B
$15.2M 0.42%
265,092
-5,675
-2% -$316K
ACN icon
70
Accenture
ACN
$110B
$14.8M 0.41%
65,373
+2,572
+4% +$589K
BBY icon
71
Best Buy
BBY
$17.6B
$14.4M 0.4%
128,977
+2,187
+2% +$224K
FISV
72
Fiserv Inc
FISV
$28B
$14.3M 0.4%
138,312
-25,391
-16% -$2.53M
LMT icon
73
Lockheed Martin
LMT
$138B
$13.8M 0.38%
35,899
+1,522
+4% +$581K
IBB icon
74
iShares Biotechnology ETF
IBB
$9.81B
$13.3M 0.37%
98,352
+1,213
+1% +$165K
MDY icon
75
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$13M 0.36%
38,463
+985
+3% +$336K
1 2
3
4 5

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BAM
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ACI
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People's United Financial's Q3 2020 Portfolio in Review

As of Q3 2020, People's United Financial held 658 positions worth $3.6B, up 4.8% from $3.43B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

People's United Financial's Q3 2020 filing shows 31 new, 157 increased, 406 reduced and 30 closed positions. Its largest new stake was Avangrid, Inc.: 44,144 shares worth $2.23M. The largest sale was Vanguard Real Estate ETF, an estimated $28M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • People's United Financial's largest Q3 2020 buy was Avangrid, Inc.: 44,144 shares worth $2.23M.
  • People's United Financial added most to Electronic Arts in Q3 2020, an estimated $8.41M increase.
  • People's United Financial's biggest Q3 2020 reduction was Vanguard Real Estate ETF, cutting an estimated $28M.
  • People's United Financial fully exited Boston Scientific in Q3 2020, selling an estimated $1.12M.
  • People's United Financial's ten largest holdings make up 25% of its $3.6B portfolio in Q3 2020.
  • People's United Financial opened 31 new positions and closed 30 in Q3 2020.
  • People's United Financial's portfolio value rose 4.8% quarter-over-quarter to $3.6B.

Based on People's United Financial's 13F filing for Q3 2020, filed 12 Nov 2020.