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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
TT icon
101
Trane Technologies
TT
$106B
$8.14M 0.23%
67,120
+1,638
+3% +$184K
MDT icon
102
Medtronic
MDT
$116B
$8.04M 0.22%
77,419
-33,203
-30% -$3.33M
CMI icon
103
Cummins
CMI
$87.1B
$8.01M 0.22%
37,935
+6,365
+20% +$1.27M
LAMR icon
104
Lamar Advertising Co
LAMR
$15.6B
$8.01M 0.22%
121,046
+11,807
+11% +$784K
VB icon
105
Vanguard Morningstar Small-Cap ETF
VB
$82.8B
$7.84M 0.22%
50,994
-5,227
-9% -$803K
KO icon
106
Coca-Cola
KO
$372B
$7.49M 0.21%
151,676
-8,570
-5% -$412K
LIN icon
107
Linde
LIN
$226B
$7.47M 0.21%
31,358
+25,037
+396% +$6.07M
NDAQ icon
108
Nasdaq
NDAQ
$53.1B
$7.45M 0.21%
182,217
+13,494
+8% +$575K
ABBV icon
109
AbbVie
ABBV
$442B
$7.36M 0.2%
83,995
-548
-0.6% -$51.6K
KMB icon
110
Kimberly-Clark
KMB
$36.1B
$7.28M 0.2%
49,325
+413
+0.8% +$62K
VNQ icon
111
Vanguard Real Estate ETF
VNQ
$38.3B
$7.22M 0.2%
91,439
-349,167
-79% -$28M
IWO icon
112
iShares Russell 2000 Growth ETF
IWO
$14.9B
$7.12M 0.2%
32,143
+1,160
+4% +$254K
MRSH
113
Marsh
MRSH
$91.3B
$6.75M 0.19%
58,818
+3,442
+6% +$394K
XOM icon
114
ExxonMobil
XOM
$657B
$6.68M 0.19%
194,598
+27,315
+16% +$1.12M
SLYV icon
115
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$6.63M 0.18%
132,282
-2,777
-2% -$142K
IWB icon
116
iShares Russell 1000 ETF
IWB
$50B
$6.6M 0.18%
35,271
-675
-2% -$125K
LOW icon
117
Lowe's Companies
LOW
$124B
$6.34M 0.18%
38,211
+1,405
+4% +$216K
CVS icon
118
CVS Health
CVS
$120B
$6.3M 0.18%
107,957
+17,117
+19% +$1.07M
LW icon
119
Lamb Weston
LW
$7.23B
$6.3M 0.18%
95,033
-3,368
-3% -$216K
C icon
120
Citigroup
C
$228B
$5.81M 0.16%
134,739
-650
-0.5% -$32.4K
ADP icon
121
Automatic Data Processing
ADP
$108B
$5.8M 0.16%
41,589
-2,348
-5% -$329K
BLK icon
122
Blackrock
BLK
$178B
$5.62M 0.16%
9,973
+3,858
+63% +$2.2M
COP icon
123
ConocoPhillips
COP
$151B
$5.6M 0.16%
170,568
+7,917
+5% +$300K
WM icon
124
Waste Management
WM
$90.7B
$5.6M 0.16%
49,444
-1,835
-4% -$203K
QQQ icon
125
Invesco QQQ Trust
QQQ
$478B
$5.56M 0.15%
20,022
+1,100
+6% +$298K
3 4
5
6 7

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BAM
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ACI
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ACM
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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.