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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
EQC
751
DELISTED
Equity Commonwealth
EQC
– –
-104,942
Closed -$3.44M
LSXMA
752
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
– –
-6,009
Closed -$210K
CATC
753
DELISTED
CAMBRIDGE BANCORP
CATC
– –
-2,984
Closed -$239K
CPE
754
DELISTED
Callon Petroleum Company
CPE
– –
-1,135
Closed -$55K
SRC
755
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
– –
-7,290
Closed -$359K
LSI
756
DELISTED
Life Storage, Inc.
LSI
– –
-26,546
Closed -$1.92M
GLOP
757
DELISTED
GASLOG PARTNERS LP
GLOP
– –
-10,043
Closed -$157K
CSII
758
DELISTED
Cardiovascular Systems, Inc.
CSII
– –
-13,467
Closed -$654K
Y
759
DELISTED
Alleghany Corp
Y
– –
-271
Closed -$217K
DRE
760
DELISTED
Duke Realty Corp.
DRE
– –
-8,961
Closed -$311K
PSB
761
DELISTED
PS Business Parks, Inc.
PSB
– –
-14,536
Closed -$2.4M
ANAT
762
DELISTED
American National Group, Inc. Common Stock
ANAT
– –
-2,348
Closed -$276K
DISCK
763
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
– –
-25,391
Closed -$774K
VRS
764
DELISTED
Verso Corporation
VRS
– –
-24,057
Closed -$434K
CAI
765
DELISTED
CAI International, Inc.
CAI
– –
-29,612
Closed -$858K
RPAI
766
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
– –
-80,000
Closed -$1.07M
BPY
767
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
– –
-11,933
Closed -$321K
BMY.RT
768
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
– –
-82,206
Closed -$246K
ETFC
769
DELISTED
E*Trade Financial Corporation
ETFC
– –
-13,838
Closed -$628K
LPT
770
DELISTED
Liberty Property Trust
LPT
– –
-37,123
Closed -$2.23M
WCG
771
DELISTED
Wellcare Health Plans, Inc.
WCG
– –
-1,608
Closed -$531K
HZNP
772
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-80,073
Closed -$2.9M
UBA
773
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
– –
-13,098
Closed -$325K
AAN.A
774
DELISTED
The Aaron's Company Inc Class A
AAN.A
– –
-10,093
Closed -$576K
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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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.