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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
NVO
151
Novo Nordisk
NVO
$207B
$3.65M 0.1%
105,076
-52
-0% -$1.73K
SPTS icon
152
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$3.59M 0.1%
116,823
+23,003
+25% +$706K
TRV icon
153
Travelers Companies
TRV
$78.3B
$3.49M 0.1%
32,288
-3,166
-9% -$363K
MET icon
154
MetLife
MET
$61.5B
$3.47M 0.1%
93,320
-40,373
-30% -$1.53M
MKTX icon
155
MarketAxess Holdings
MKTX
$5.72B
$3.22M 0.09%
6,682
-852
-11% -$421K
GLW icon
156
Corning
GLW
$137B
$3.21M 0.09%
99,050
-7,559
-7% -$234K
PSX icon
157
Phillips 66
PSX
$89.5B
$3.14M 0.09%
60,653
-12,701
-17% -$775K
BIIB icon
158
Biogen
BIIB
$30.1B
$3.08M 0.09%
10,873
+5,166
+91% +$1.44M
APD icon
159
Air Products & Chemicals
APD
$68.9B
$3.08M 0.09%
10,343
-229
-2% -$65.9K
IWN icon
160
iShares Russell 2000 Value ETF
IWN
$14.6B
$3.08M 0.09%
30,966
+434
+1% +$44.1K
WEC icon
161
WEC Energy
WEC
$34.8B
$3.07M 0.09%
31,700
+5,434
+21% +$506K
LH icon
162
Labcorp
LH
$26.1B
$3.07M 0.09%
18,987
-717
-4% -$114K
SPEM icon
163
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.6B
$2.96M 0.08%
80,978
-5,040
-6% -$184K
GWX icon
164
State Street SPDR S&P International Small Cap ETF
GWX
$919M
$2.96M 0.08%
97,363
-5,057
-5% -$149K
XLK icon
165
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.95M 0.08%
50,600
-2,968
-6% -$168K
BA icon
166
Boeing
BA
$184B
$2.94M 0.08%
17,757
-2,065
-10% -$352K
SBUX icon
167
Starbucks
SBUX
$122B
$2.88M 0.08%
33,575
+1,228
+4% +$98K
BIO icon
168
Bio-Rad Laboratories Class A
BIO
$9.53B
$2.86M 0.08%
5,556
+2,756
+98% +$1.4M
AMAT icon
169
Applied Materials
AMAT
$417B
$2.8M 0.08%
47,072
-486
-1% -$30K
HEDJ icon
170
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.87B
$2.79M 0.08%
90,324
-35,818
-28% -$1.12M
VSS icon
171
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$2.73M 0.08%
25,926
-412
-2% -$42.9K
UPS icon
172
United Parcel Service
UPS
$88.8B
$2.72M 0.08%
16,336
+1,773
+12% +$258K
GILD icon
173
Gilead Sciences
GILD
$168B
$2.68M 0.07%
42,413
-5,267
-11% -$365K
TSM icon
174
TSMC
TSM
$2.19T
$2.66M 0.07%
32,822
-65
-0.2% -$4.94K
CE icon
175
Celanese
CE
$4.92B
$2.65M 0.07%
24,612
-340
-1% -$33.9K
5 6
7
8 9

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BAM
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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.