We are live on ! Find out more
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
ITW icon
76
Illinois Tool Works
ITW
$83.5B
$10.8M 0.38%
76,217
+773
+1% +$131K
PFE icon
77
Pfizer
PFE
$150B
$10.3M 0.36%
333,302
-38,497
-10% -$1.31M
IWR icon
78
iShares Russell Mid-Cap ETF
IWR
$57.9B
$10.3M 0.36%
238,648
+1,498
+0.6% +$82.4K
SPDW icon
79
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.8B
$9.82M 0.34%
410,180
+359,845
+715% +$10.3M
MDY icon
80
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.2B
$9.62M 0.33%
36,590
-1,535
-4% -$520K
AMGN icon
81
Amgen
AMGN
$226B
$9.57M 0.33%
47,191
-4,350
-8% -$950K
IVE icon
82
iShares S&P 500 Value ETF
IVE
$49.9B
$9.44M 0.33%
98,035
+5,160
+6% +$614K
IBB icon
83
iShares Biotechnology ETF
IBB
$9.88B
$9.34M 0.32%
86,704
-439
-0.5% -$50.5K
LMT icon
84
Lockheed Martin
LMT
$138B
$9.2M 0.32%
27,153
+19,828
+271% +$7.8M
AVY icon
85
Avery Dennison
AVY
$13.6B
$9.2M 0.32%
90,333
+755
+0.8% +$92.6K
LLY icon
86
Eli Lilly
LLY
$1.09T
$8.86M 0.31%
63,873
-8,592
-12% -$1.18M
PYPL icon
87
PayPal
PYPL
$50B
$8.39M 0.29%
87,607
-10,908
-11% -$1.2M
ORCL icon
88
Oracle
ORCL
$436B
$8.32M 0.29%
172,239
-50,271
-23% -$2.59M
AON icon
89
Aon
AON
$74.7B
$8.23M 0.29%
49,890
-2,186
-4% -$448K
MET icon
90
MetLife
MET
$61.5B
$8.14M 0.28%
266,224
+1,855
+0.7% +$82.3K
KO icon
91
Coca-Cola
KO
$374B
$7.63M 0.26%
172,409
-1,958
-1% -$106K
MSCI icon
92
MSCI
MSCI
$40.7B
$7.5M 0.26%
25,970
-2,429
-9% -$688K
HEDJ icon
93
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$7.49M 0.26%
292,352
-1,176,866
-80% -$37.5M
XOM icon
94
ExxonMobil
XOM
$655B
$7.46M 0.26%
196,510
-40,823
-17% -$2.25M
CMCSA icon
95
Comcast
CMCSA
$89.2B
$6.94M 0.24%
201,759
-103,666
-34% -$4.37M
BBY icon
96
Best Buy
BBY
$17.5B
$6.8M 0.24%
119,270
+4,943
+4% +$392K
RTX icon
97
RTX Corp
RTX
$298B
$6.79M 0.24%
114,338
-9,192
-7% -$778K
WMT icon
98
Walmart Inc
WMT
$914B
$6.77M 0.23%
178,770
-102,381
-36% -$3.94M
CB icon
99
Chubb
CB
$133B
$6.54M 0.23%
58,574
-3,173
-5% -$455K
HYG icon
100
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$6.5M 0.23%
84,320
+3,622
+4% +$306K
2 3
4
5 6

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
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.