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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
TPR icon
726
Tapestry
TPR
$31.1B
– –
-9,378
Closed -$253K
TRNO icon
727
Terreno Realty
TRNO
$7.48B
– –
-42,474
Closed -$2.3M
TSCO icon
728
Tractor Supply
TSCO
$19B
– –
-12,880
Closed -$241K
TSLA icon
729
CALL
Tesla
TSLA
$1.29T
– –
-15,000
Closed -$418K
UA icon
730
Under Armour Class C
UA
$2.2B
– –
-11,357
Closed -$218K
UDR icon
731
UDR
UDR
$12B
– –
-11,210
Closed -$524K
UHT
732
Universal Health Realty Income Trust
UHT
$573M
– –
-7,733
Closed -$908K
UI icon
733
Ubiquiti
UI
$35B
– –
-2,153
Closed -$407K
UPBD icon
734
Upbound Group
UPBD
$1.11B
– –
-15,587
Closed -$449K
URI icon
735
United Rentals
URI
$70.3B
– –
-9,424
Closed -$1.57M
USNA icon
736
Usana Health Sciences
USNA
$250M
– –
-8,328
Closed -$665K
VGK icon
737
Vanguard FTSE Europe ETF
VGK
$31B
– –
-4,739
Closed -$278K
VNDA icon
738
Vanda Pharmaceuticals
VNDA
$314M
– –
-29,648
Closed -$487K
VV icon
739
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
– –
-2,102
Closed -$311K
WASH icon
740
Washington Trust Bancorp
WASH
$750M
– –
-4,200
Closed -$226K
WAT icon
741
Waters Corp
WAT
$40.9B
– –
-893
Closed -$209K
WOR icon
742
Worthington Enterprises
WOR
$2.78B
– –
-10,874
Closed -$283K
WPC icon
743
W.P. Carey
WPC
$16.1B
– –
-26,635
Closed -$2.09M
XLE icon
744
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
– –
-35,726
Closed -$1.07M
XYL icon
745
Xylem
XYL
$28.5B
– –
-3,164
Closed -$249K
YETI icon
746
Yeti Holdings
YETI
$3.85B
– –
-91,125
Closed -$3.17M
ZUMZ icon
747
Zumiez
ZUMZ
$318M
– –
-25,246
Closed -$872K
ZYXI
748
DELISTED
Zynex
ZYXI
– –
-54,721
Closed -$392K
INVX
749
Innovex International
INVX
$2.13B
– –
-4,325
Closed -$203K
BERY
750
DELISTED
Berry Global Group, Inc.
BERY
– –
-10,507
Closed -$458K
27 28 29
30
31

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SCC
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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
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.