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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
AVY icon
76
Avery Dennison
AVY
$13.6B
$13M 0.36%
101,819
-353
-0.3% -$41.7K
IWD icon
77
iShares Russell 1000 Value ETF
IWD
$84B
$12.9M 0.36%
109,594
-11,428
-9% -$1.36M
IVE icon
78
iShares S&P 500 Value ETF
IVE
$50B
$12.8M 0.36%
114,082
+1,234
+1% +$140K
IWR icon
79
iShares Russell Mid-Cap ETF
IWR
$57.7B
$12.6M 0.35%
219,215
-16,826
-7% -$958K
HYG icon
80
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$12.2M 0.34%
144,896
-991
-0.7% -$83.4K
PDBC icon
81
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.66B
$12.1M 0.34%
881,523
-127,150
-13% -$1.74M
DG icon
82
Dollar General
DG
$26.5B
$11.8M 0.33%
56,216
+3,434
+7% +$675K
GLD icon
83
SPDR Gold Trust
GLD
$143B
$11.7M 0.33%
66,209
-7,992
-11% -$1.44M
AON icon
84
Aon
AON
$75.6B
$11.5M 0.32%
55,973
+1,352
+2% +$270K
AMGN icon
85
Amgen
AMGN
$224B
$11.5M 0.32%
45,327
-859
-2% -$213K
MSCI icon
86
MSCI
MSCI
$40.8B
$11.4M 0.32%
31,916
-473
-1% -$172K
MRK icon
87
Merck
MRK
$322B
$11.2M 0.31%
141,477
-10,886
-7% -$853K
PFE icon
88
Pfizer
PFE
$152B
$11.1M 0.31%
318,627
+909
+0.3% +$31.9K
T icon
89
AT&T
T
$168B
$10.5M 0.29%
488,030
-32,748
-6% -$732K
TGT icon
90
Target
TGT
$69.2B
$10.3M 0.29%
65,749
-5,482
-8% -$752K
CHD icon
91
Church & Dwight Co
CHD
$24.4B
$9.88M 0.27%
105,389
-1,073
-1% -$97.4K
CMCSA icon
92
Comcast
CMCSA
$91B
$9.52M 0.26%
205,689
-1,515
-0.7% -$65.9K
FAST icon
93
Fastenal
FAST
$60.1B
$8.91M 0.25%
395,354
+98,832
+33% +$2.27M
ORCL icon
94
Oracle
ORCL
$419B
$8.82M 0.25%
147,787
-14,551
-9% -$827K
WMT icon
95
Walmart Inc
WMT
$901B
$8.57M 0.24%
183,840
+9,828
+6% +$437K
QRVO icon
96
Qorvo
QRVO
$8.53B
$8.57M 0.24%
66,401
+56,762
+589% +$7.04M
SPDW icon
97
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$8.53M 0.24%
332,475
-13,648
-4% -$399K
PGR icon
98
Progressive
PGR
$123B
$8.48M 0.24%
89,541
+210
+0.2% +$18.9K
LLY icon
99
Eli Lilly
LLY
$1.08T
$8.29M 0.23%
56,002
-6,717
-11% -$1.04M
EA
100
DELISTED
Electronic Arts
EA
$8.26M 0.23%
63,352
+61,695
+3,723% +$8.41M
2 3
4
5 6

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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.