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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
FLOT icon
126
iShares Floating Rate Bond ETF
FLOT
$10.5B
$5.43M 0.15%
107,080
+11,418
+12% +$578K
MA icon
127
Mastercard
MA
$488B
$5.29M 0.15%
15,637
-587
-4% -$191K
MMM icon
128
3M
MMM
$93.8B
$5.18M 0.14%
38,648
-2,168
-5% -$292K
TIP icon
129
iShares TIPS Bond ETF
TIP
$14.7B
$5.13M 0.14%
40,560
-11,214
-22% -$1.41M
RTX icon
130
RTX Corp
RTX
$298B
$5.11M 0.14%
88,871
+3,950
+5% +$240K
AWK icon
131
American Water Works
AWK
$26.8B
$5.09M 0.14%
35,130
-1,280
-4% -$181K
USB icon
132
US Bancorp
USB
$101B
$5.03M 0.14%
140,287
-3,294
-2% -$121K
BMY icon
133
Bristol-Myers Squibb
BMY
$130B
$4.95M 0.14%
82,063
-6,428
-7% -$387K
OKE icon
134
Oneok
OKE
$57.7B
$4.8M 0.13%
184,773
+1,958
+1% +$54.5K
MS icon
135
Morgan Stanley
MS
$345B
$4.64M 0.13%
96,072
-22,923
-19% -$1.15M
RSP icon
136
Invesco S&P 500 Equal Weight ETF
RSP
$99.2B
$4.62M 0.13%
42,772
-3,565
-8% -$385K
MUB icon
137
iShares National Muni Bond ETF
MUB
$45.9B
$4.59M 0.13%
39,627
-574
-1% -$66.7K
WST icon
138
West Pharmaceutical
WST
$24.6B
$4.33M 0.12%
15,732
+5,636
+56% +$1.49M
PNC icon
139
PNC Financial Services
PNC
$101B
$4.31M 0.12%
39,248
+1,098
+3% +$118K
NVS icon
140
Novartis
NVS
$291B
$4.29M 0.12%
49,352
-1,322
-3% -$115K
NVDA icon
141
NVIDIA
NVDA
$5.41T
$4.1M 0.11%
303,200
-3,960
-1% -$46.1K
NRG icon
142
NRG Energy
NRG
$25.9B
$3.95M 0.11%
128,595
-1,162
-0.9% -$38.4K
CLX icon
143
Clorox
CLX
$12.8B
$3.88M 0.11%
18,480
+3,782
+26% +$842K
VEU icon
144
Vanguard FTSE All-World ex-US ETF
VEU
$70.6B
$3.79M 0.11%
75,049
-9,303
-11% -$472K
EMR icon
145
Emerson Electric
EMR
$92B
$3.77M 0.11%
57,551
-14,933
-21% -$984K
CAT icon
146
Caterpillar
CAT
$398B
$3.75M 0.1%
25,174
-1,867
-7% -$262K
IJK icon
147
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$3.73M 0.1%
62,452
-3,100
-5% -$184K
VO icon
148
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$3.68M 0.1%
83,532
-6,244
-7% -$272K
TSLA icon
149
Tesla
TSLA
$1.29T
$3.66M 0.1%
25,584
-111
-0.4% -$13.1K
AJG icon
150
Arthur J. Gallagher & Co
AJG
$64.9B
$3.65M 0.1%
34,570
-974
-3% -$101K
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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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.