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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
LAMR icon
101
Lamar Advertising Co
LAMR
$15.7B
$7.29M 0.21%
109,239
+9,102
+9% +$556K
KO icon
102
Coca-Cola
KO
$374B
$7.16M 0.21%
160,246
-12,163
-7% -$560K
PGR icon
103
Progressive
PGR
$125B
$7.16M 0.21%
89,331
+41,503
+87% +$3.24M
WMT icon
104
Walmart Inc
WMT
$895B
$6.95M 0.2%
174,012
-4,758
-3% -$196K
C icon
105
Citigroup
C
$229B
$6.92M 0.2%
135,389
+25,096
+23% +$1.19M
KMB icon
106
Kimberly-Clark
KMB
$35.8B
$6.91M 0.2%
48,912
+1,072
+2% +$148K
COP icon
107
ConocoPhillips
COP
$151B
$6.83M 0.2%
162,651
-12,523
-7% -$506K
NDAQ icon
108
Nasdaq
NDAQ
$53.5B
$6.72M 0.2%
168,723
+161,172
+2,134% +$6M
SLYV icon
109
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$6.63M 0.19%
135,059
+66,987
+98% +$3.07M
ADP icon
110
Automatic Data Processing
ADP
$108B
$6.54M 0.19%
43,937
-1,417
-3% -$203K
IWO icon
111
iShares Russell 2000 Growth ETF
IWO
$14.9B
$6.41M 0.19%
30,983
+2,532
+9% +$474K
TIP icon
112
iShares TIPS Bond ETF
TIP
$14.7B
$6.37M 0.19%
51,774
-425
-0.8% -$51.7K
FAST icon
113
Fastenal
FAST
$60.5B
$6.35M 0.19%
296,522
+282,602
+2,030% +$5.4M
LW icon
114
Lamb Weston
LW
$7.22B
$6.29M 0.18%
98,401
+16,836
+21% +$1.02M
IWB icon
115
iShares Russell 1000 ETF
IWB
$50B
$6.17M 0.18%
35,946
+1,483
+4% +$240K
OKE icon
116
Oneok
OKE
$57.6B
$6.07M 0.18%
182,815
+13,319
+8% +$434K
MRSH
117
Marsh
MRSH
$91.7B
$5.95M 0.17%
55,376
+8,250
+18% +$835K
CVS icon
118
CVS Health
CVS
$119B
$5.9M 0.17%
90,840
+8,433
+10% +$531K
TT icon
119
Trane Technologies
TT
$106B
$5.83M 0.17%
65,482
+15,206
+30% +$1.32M
MS icon
120
Morgan Stanley
MS
$339B
$5.75M 0.17%
118,995
+12,219
+11% +$513K
CMI icon
121
Cummins
CMI
$87.5B
$5.47M 0.16%
31,570
+88
+0.3% +$14.1K
WM icon
122
Waste Management
WM
$91.1B
$5.43M 0.16%
51,279
-741
-1% -$74.8K
MMM icon
123
3M
MMM
$94.6B
$5.32M 0.16%
40,816
-5,175
-11% -$652K
USB icon
124
US Bancorp
USB
$100B
$5.29M 0.15%
143,581
-40,057
-22% -$1.43M
PSX icon
125
Phillips 66
PSX
$89B
$5.27M 0.15%
73,354
-14,934
-17% -$1.06M
3 4
5
6 7

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 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.