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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
IWR icon
76
iShares Russell Mid-Cap ETF
IWR
$57.7B
$12.7M 0.37%
236,041
-2,607
-1% -$131K
LMT icon
77
Lockheed Martin
LMT
$138B
$12.5M 0.37%
34,377
+7,224
+27% +$2.73M
GLD icon
78
SPDR Gold Trust
GLD
$143B
$12.4M 0.36%
74,201
-43,836
-37% -$7.07M
IVE icon
79
iShares S&P 500 Value ETF
IVE
$50B
$12.2M 0.36%
112,848
+14,813
+15% +$1.57M
MDY icon
80
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$12.2M 0.35%
37,478
+888
+2% +$269K
HYG icon
81
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$11.9M 0.35%
145,887
+61,567
+73% +$4.96M
T icon
82
AT&T
T
$168B
$11.9M 0.35%
520,778
+8,247
+2% +$188K
AVY icon
83
Avery Dennison
AVY
$13.6B
$11.7M 0.34%
102,172
+11,839
+13% +$1.3M
MRK icon
84
Merck
MRK
$322B
$11.2M 0.33%
152,363
-6,309
-4% -$475K
BBY icon
85
Best Buy
BBY
$17.6B
$11.1M 0.32%
126,790
+7,520
+6% +$570K
AMGN icon
86
Amgen
AMGN
$224B
$10.9M 0.32%
46,186
-1,005
-2% -$229K
MSCI icon
87
MSCI
MSCI
$40.8B
$10.8M 0.32%
32,389
+6,419
+25% +$2.08M
AON icon
88
Aon
AON
$75.6B
$10.5M 0.31%
54,621
+4,731
+9% +$882K
LLY icon
89
Eli Lilly
LLY
$1.08T
$10.3M 0.3%
62,719
-1,154
-2% -$177K
MDT icon
90
Medtronic
MDT
$116B
$10.1M 0.3%
110,622
-51,443
-32% -$4.93M
DG icon
91
Dollar General
DG
$26.5B
$10.1M 0.29%
52,782
+13,179
+33% +$2.38M
PFE icon
92
Pfizer
PFE
$152B
$9.86M 0.29%
317,718
-15,584
-5% -$529K
SPDW icon
93
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$9.56M 0.28%
346,123
-64,057
-16% -$1.68M
ORCL icon
94
Oracle
ORCL
$419B
$8.97M 0.26%
162,338
-9,901
-6% -$525K
TGT icon
95
Target
TGT
$69.2B
$8.54M 0.25%
71,231
+7,789
+12% +$889K
ABBV icon
96
AbbVie
ABBV
$442B
$8.3M 0.24%
84,543
+6,803
+9% +$599K
CHD icon
97
Church & Dwight Co
CHD
$24.4B
$8.23M 0.24%
106,462
+9,997
+10% +$727K
VB icon
98
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$8.19M 0.24%
56,221
-54
-0.1% -$7.25K
CMCSA icon
99
Comcast
CMCSA
$91B
$8.08M 0.24%
207,204
+5,445
+3% +$207K
XOM icon
100
ExxonMobil
XOM
$657B
$7.48M 0.22%
167,283
-29,227
-15% -$1.31M
2 3
4
5 6

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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 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.