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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
BLK icon
151
Blackrock
BLK
$178B
$3.33M 0.1%
6,115
-776
-11% -$392K
PAYX icon
152
Paychex
PAYX
$43.1B
$3.24M 0.09%
42,771
-2,418
-5% -$168K
CLX icon
153
Clorox
CLX
$13B
$3.22M 0.09%
14,698
+151
+1% +$30.2K
D icon
154
Dominion Energy
D
$59.7B
$3.19M 0.09%
39,344
+998
+3% +$80K
KEY icon
155
KeyCorp
KEY
$24.4B
$3.01M 0.09%
247,395
-35,093
-12% -$408K
IWN icon
156
iShares Russell 2000 Value ETF
IWN
$14.6B
$2.98M 0.09%
30,532
-128
-0.4% -$11.6K
IBM icon
157
IBM
IBM
$224B
$2.96M 0.09%
25,617
-12,610
-33% -$1.46M
NVDA icon
158
NVIDIA
NVDA
$5.25T
$2.92M 0.09%
307,160
+17,400
+6% +$141K
SPTS icon
159
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$2.88M 0.08%
93,820
+23,795
+34% +$730K
SPEM icon
160
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$2.88M 0.08%
86,018
+71,698
+501% +$2.24M
AMAT icon
161
Applied Materials
AMAT
$417B
$2.88M 0.08%
47,558
+3,404
+8% +$184K
LH icon
162
Labcorp
LH
$26.1B
$2.81M 0.08%
19,704
+113
+0.6% +$15.6K
GWX icon
163
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$2.8M 0.08%
102,420
+69,197
+208% +$1.79M
XLK icon
164
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.8M 0.08%
53,568
-640
-1% -$30.1K
IJR icon
165
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.76M 0.08%
40,447
-1,090
-3% -$68.8K
GLW icon
166
Corning
GLW
$137B
$2.76M 0.08%
106,609
-2,561
-2% -$58.1K
CB icon
167
Chubb
CB
$135B
$2.65M 0.08%
20,897
-37,677
-64% -$4.37M
MO icon
168
Altria Group
MO
$109B
$2.58M 0.08%
65,624
-4,786
-7% -$187K
IGSB icon
169
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.56M 0.07%
46,850
-3,270
-7% -$176K
APD icon
170
Air Products & Chemicals
APD
$68.6B
$2.55M 0.07%
10,572
-2,803
-21% -$640K
LRCX icon
171
Lam Research
LRCX
$390B
$2.55M 0.07%
78,870
-5,060
-6% -$138K
VSS icon
172
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$2.54M 0.07%
26,338
+3,656
+16% +$327K
PM icon
173
Philip Morris
PM
$291B
$2.51M 0.07%
35,809
-4,839
-12% -$353K
IJJ icon
174
iShares S&P Mid-Cap 400 Value ETF
IJJ
$9.04B
$2.5M 0.07%
37,554
-11,442
-23% -$718K
CMS icon
175
CMS Energy
CMS
$21.8B
$2.48M 0.07%
42,360
+2,948
+7% +$171K
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
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
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 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.