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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
VB icon
101
Vanguard Morningstar Small-Cap ETF
VB
$83.1B
$6.5M 0.22%
56,275
-901
-2% -$135K
USB icon
102
US Bancorp
USB
$100B
$6.33M 0.22%
183,638
-14,888
-7% -$718K
ADP icon
103
Automatic Data Processing
ADP
$107B
$6.2M 0.21%
45,354
-840
-2% -$135K
CHD icon
104
Church & Dwight Co
CHD
$24.1B
$6.19M 0.21%
96,465
-325
-0.3% -$23.1K
TIP icon
105
iShares TIPS Bond ETF
TIP
$14.7B
$6.16M 0.21%
52,199
+2,350
+5% +$277K
KMB icon
106
Kimberly-Clark
KMB
$36B
$6.12M 0.21%
47,840
+190
+0.4% +$26.3K
DG icon
107
Dollar General
DG
$26.3B
$5.98M 0.21%
39,603
+37,770
+2,061% +$5.83M
ABBV icon
108
AbbVie
ABBV
$440B
$5.92M 0.21%
77,740
-15,616
-17% -$1.33M
TGT icon
109
Target
TGT
$69.1B
$5.9M 0.2%
63,442
+6,215
+11% +$690K
MUB icon
110
iShares National Muni Bond ETF
MUB
$45.9B
$5.45M 0.19%
48,207
+8,359
+21% +$954K
COP icon
111
ConocoPhillips
COP
$151B
$5.39M 0.19%
175,174
+6,665
+4% +$339K
MMM icon
112
3M
MMM
$94.1B
$5.25M 0.18%
45,991
-3,594
-7% -$473K
LAMR icon
113
Lamar Advertising Co
LAMR
$15.7B
$5.13M 0.18%
100,137
+3,464
+4% +$279K
BMY icon
114
Bristol-Myers Squibb
BMY
$130B
$5.1M 0.18%
91,418
-78,698
-46% -$4.81M
CVS icon
115
CVS Health
CVS
$120B
$4.89M 0.17%
82,407
+1,883
+2% +$126K
IWB icon
116
iShares Russell 1000 ETF
IWB
$50.2B
$4.88M 0.17%
34,463
+5,861
+20% +$991K
WM icon
117
Waste Management
WM
$90.3B
$4.82M 0.17%
52,020
-2,312
-4% -$265K
PSX icon
118
Phillips 66
PSX
$89.2B
$4.74M 0.16%
88,288
-2,986
-3% -$243K
LW icon
119
Lamb Weston
LW
$7.2B
$4.66M 0.16%
81,565
+10,685
+15% +$878K
SUB icon
120
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$4.66M 0.16%
43,807
-8,979
-17% -$955K
BA icon
121
Boeing
BA
$183B
$4.65M 0.16%
31,166
-63,282
-67% -$17.3M
C icon
122
Citigroup
C
$230B
$4.65M 0.16%
110,293
+21,856
+25% +$1.47M
IWO icon
123
iShares Russell 2000 Growth ETF
IWO
$15B
$4.5M 0.16%
28,451
+3,111
+12% +$618K
AEP icon
124
American Electric Power
AEP
$67.4B
$4.37M 0.15%
54,638
-3,738
-6% -$353K
NVS icon
125
Novartis
NVS
$291B
$4.36M 0.15%
52,865
-297
-0.6% -$26.5K
3 4
5
6 7

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IA
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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
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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.