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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
AWK icon
126
American Water Works
AWK
$27B
$4.36M 0.15%
36,434
-349
-0.9% -$45K
CMI icon
127
Cummins
CMI
$87.9B
$4.26M 0.15%
31,482
-3,514
-10% -$548K
EMR icon
128
Emerson Electric
EMR
$91.5B
$4.23M 0.15%
88,810
+1,875
+2% +$123K
BKLN icon
129
Invesco Senior Loan ETF
BKLN
$6.74B
$4.19M 0.15%
204,759
-5,737
-3% -$125K
ACN icon
130
Accenture
ACN
$109B
$4.17M 0.14%
25,573
+2,061
+9% +$397K
TT icon
131
Trane Technologies
TT
$106B
$4.15M 0.14%
50,276
+724
+1% +$87.9K
MRSH
132
Marsh
MRSH
$90.3B
$4.07M 0.14%
47,126
+1,783
+4% +$190K
IBM icon
133
IBM
IBM
$220B
$4.05M 0.14%
38,227
-11,430
-23% -$1.45M
RSP icon
134
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$4.04M 0.14%
48,080
-2,399
-5% -$255K
MA icon
135
Mastercard
MA
$488B
$3.97M 0.14%
16,440
-39,484
-71% -$11.7M
IJK icon
136
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$3.83M 0.13%
85,876
-4,860
-5% -$267K
GILD icon
137
Gilead Sciences
GILD
$169B
$3.81M 0.13%
50,930
+890
+2% +$61.5K
VEU icon
138
Vanguard FTSE All-World ex-US ETF
VEU
$70.5B
$3.75M 0.13%
91,301
-16,395
-15% -$806K
TRV icon
139
Travelers Companies
TRV
$78.2B
$3.71M 0.13%
37,360
-1,871
-5% -$233K
OKE icon
140
Oneok
OKE
$57.9B
$3.7M 0.13%
169,496
+14,237
+9% +$868K
MS icon
141
Morgan Stanley
MS
$343B
$3.63M 0.13%
106,776
+67,911
+175% +$3.2M
CAT icon
142
Caterpillar
CAT
$396B
$3.61M 0.12%
31,083
-6,659
-18% -$851K
QQQ icon
143
Invesco QQQ Trust
QQQ
$481B
$3.6M 0.12%
18,888
+8
+0% +$1.69K
PGR icon
144
Progressive
PGR
$122B
$3.53M 0.12%
47,828
+2,323
+5% +$179K
FLOT icon
145
iShares Floating Rate Bond ETF
FLOT
$10.5B
$3.41M 0.12%
69,897
+21,603
+45% +$1.08M
PNC icon
146
PNC Financial Services
PNC
$102B
$3.35M 0.12%
34,979
+371
+1% +$49.8K
NRG icon
147
NRG Energy
NRG
$25.6B
$3.29M 0.11%
120,667
-11,310
-9% -$390K
LOW icon
148
Lowe's Companies
LOW
$121B
$3.27M 0.11%
38,052
-10,548
-22% -$1.15M
VTV icon
149
Vanguard Morningstar Value ETF
VTV
$193B
$3.25M 0.11%
36,463
+9,995
+38% +$1.1M
NVO
150
Novo Nordisk
NVO
$203B
$3.13M 0.11%
104,076
-354
-0.3% -$10.5K
4 5
6
7 8

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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.