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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
BLK icon
151
Blackrock
BLK
$179B
$3.03M 0.11%
6,891
-1,517
-18% -$747K
VO icon
152
Vanguard Morningstar Mid-Cap ETF
VO
$110B
$2.99M 0.1%
90,776
-7,996
-8% -$331K
PM icon
153
Philip Morris
PM
$290B
$2.97M 0.1%
40,648
-1,338
-3% -$110K
KEY icon
154
KeyCorp
KEY
$24.5B
$2.93M 0.1%
282,488
-29,421
-9% -$490K
PAYX icon
155
Paychex
PAYX
$42.8B
$2.84M 0.1%
45,189
-1,049
-2% -$83.8K
SLYV icon
156
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.07B
$2.78M 0.1%
68,072
+55,730
+452% +$3.15M
D icon
157
Dominion Energy
D
$59.7B
$2.77M 0.1%
38,346
-1,909
-5% -$156K
AJG icon
158
Arthur J. Gallagher & Co
AJG
$65.5B
$2.73M 0.09%
33,485
-4,227
-11% -$405K
MO icon
159
Altria Group
MO
$108B
$2.72M 0.09%
70,410
-2,118
-3% -$94K
IJJ icon
160
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.03B
$2.69M 0.09%
48,996
-602
-1% -$45.3K
MKTX icon
161
MarketAxess Holdings
MKTX
$5.72B
$2.69M 0.09%
8,080
-259
-3% -$90.2K
APD icon
162
Air Products & Chemicals
APD
$68.1B
$2.67M 0.09%
13,375
-446
-3% -$102K
IGSB icon
163
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.62M 0.09%
50,120
+1,174
+2% +$62.5K
BKNG icon
164
Booking.com
BKNG
$159B
$2.54M 0.09%
47,100
-103,050
-69% -$7.23M
CLX icon
165
Clorox
CLX
$12.9B
$2.52M 0.09%
14,547
+446
+3% +$73.7K
IWN icon
166
iShares Russell 2000 Value ETF
IWN
$14.6B
$2.52M 0.09%
30,660
-1,396
-4% -$157K
HSY icon
167
Hershey
HSY
$36.7B
$2.49M 0.09%
18,808
+2,245
+14% +$331K
SBUX icon
168
Starbucks
SBUX
$123B
$2.38M 0.08%
36,127
-4,221
-10% -$341K
JNK icon
169
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$2.35M 0.08%
24,848
-40
-0.2% -$4.2K
IJR icon
170
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.33M 0.08%
41,537
+534
+1% +$39.8K
CMS icon
171
CMS Energy
CMS
$21.9B
$2.31M 0.08%
39,412
+356
+0.9% +$22.8K
TFC icon
172
Truist Financial
TFC
$64.3B
$2.3M 0.08%
74,620
-11,241
-13% -$532K
GLW icon
173
Corning
GLW
$144B
$2.24M 0.08%
109,170
-3,899
-3% -$102K
CSX icon
174
CSX Corp
CSX
$92.8B
$2.22M 0.08%
116,433
-7,527
-6% -$176K
XLK icon
175
State Street Technology Select Sector SPDR ETF
XLK
$124B
$2.18M 0.08%
54,208
-4,772
-8% -$218K
5 6
7
8 9

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IA
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SCC
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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
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MXM
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OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.