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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
RTX icon
126
RTX Corp
RTX
$302B
$5.23M 0.15%
84,921
-29,417
-26% -$1.84M
BMY icon
127
Bristol-Myers Squibb
BMY
$130B
$5.2M 0.15%
88,491
-2,927
-3% -$175K
LOW icon
128
Lowe's Companies
LOW
$124B
$4.97M 0.15%
36,806
-1,246
-3% -$142K
MET icon
129
MetLife
MET
$61.5B
$4.88M 0.14%
133,693
-132,531
-50% -$4.61M
FLOT icon
130
iShares Floating Rate Bond ETF
FLOT
$10.5B
$4.84M 0.14%
95,662
+25,765
+37% +$1.29M
MA icon
131
Mastercard
MA
$492B
$4.8M 0.14%
16,224
-216
-1% -$60.9K
RSP icon
132
Invesco S&P 500 Equal Weight ETF
RSP
$99.4B
$4.71M 0.14%
46,337
-1,743
-4% -$168K
AWK icon
133
American Water Works
AWK
$27B
$4.68M 0.14%
36,410
-24
-0.1% -$2.99K
QQQ icon
134
Invesco QQQ Trust
QQQ
$478B
$4.68M 0.14%
18,922
+34
+0.2% +$7.62K
MUB icon
135
iShares National Muni Bond ETF
MUB
$45.8B
$4.64M 0.14%
40,201
-8,006
-17% -$909K
EMR icon
136
Emerson Electric
EMR
$91.7B
$4.5M 0.13%
72,484
-16,326
-18% -$927K
NVS icon
137
Novartis
NVS
$294B
$4.43M 0.13%
50,674
-2,191
-4% -$189K
NRG icon
138
NRG Energy
NRG
$25.2B
$4.22M 0.12%
129,757
+9,090
+8% +$299K
TRV icon
139
Travelers Companies
TRV
$78.3B
$4.04M 0.12%
35,454
-1,906
-5% -$201K
VEU icon
140
Vanguard FTSE All-World ex-US ETF
VEU
$70B
$4.02M 0.12%
84,352
-6,949
-8% -$311K
PNC icon
141
PNC Financial Services
PNC
$101B
$4.01M 0.12%
38,150
+3,171
+9% +$334K
HEDJ icon
142
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$3.83M 0.11%
126,142
-166,210
-57% -$4.73M
MKTX icon
143
MarketAxess Holdings
MKTX
$5.72B
$3.77M 0.11%
7,534
-546
-7% -$254K
VO icon
144
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$3.68M 0.11%
89,776
-1,000
-1% -$38.3K
IJK icon
145
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$3.67M 0.11%
65,552
-20,324
-24% -$1.06M
GILD icon
146
Gilead Sciences
GILD
$168B
$3.67M 0.11%
47,680
-3,250
-6% -$249K
BA icon
147
Boeing
BA
$184B
$3.63M 0.11%
19,822
-11,344
-36% -$1.74M
AJG icon
148
Arthur J. Gallagher & Co
AJG
$65B
$3.46M 0.1%
35,544
+2,059
+6% +$182K
NVO
149
Novo Nordisk
NVO
$207B
$3.44M 0.1%
105,128
+1,052
+1% +$33.6K
CAT icon
150
Caterpillar
CAT
$388B
$3.42M 0.1%
27,041
-4,042
-13% -$479K
4 5
6
7 8

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IA
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SCC
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BAM
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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
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MXM
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OSIA
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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.