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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
GE icon
176
GE Aerospace
GE
$374B
$2.17M 0.08%
54,970
-1,529
-3% -$81.5K
SPLV icon
177
Invesco S&P 500 Low Volatility ETF
SPLV
$7.22B
$2.17M 0.08%
46,331
– –
SPTS icon
178
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.12B
$2.15M 0.07%
70,025
+61,734
+745% +$1.87M
LH icon
179
Labcorp
LH
$26.2B
$2.13M 0.07%
19,591
-209
-1% -$30.1K
WFC icon
180
Wells Fargo
WFC
$267B
$2.03M 0.07%
70,695
-13,572
-16% -$577K
AMAT icon
181
Applied Materials
AMAT
$425B
$2.02M 0.07%
44,154
-67
-0.2% -$3.85K
LRCX icon
182
Lam Research
LRCX
$422B
$2.01M 0.07%
83,930
-62,440
-43% -$1.8M
DVY icon
183
iShares Select Dividend ETF
DVY
$24B
$2M 0.07%
27,254
-3,146
-10% -$301K
NFLX icon
184
Netflix
NFLX
$326B
$1.96M 0.07%
52,120
-8,350
-14% -$295K
AMZN icon
185
CALL
Amazon
AMZN
$2.86T
$1.95M 0.07%
+20,000
New +$1.94M
SYY icon
186
Sysco
SYY
$40B
$1.92M 0.07%
42,071
-2,575
-6% -$178K
NVDA icon
187
NVIDIA
NVDA
$5.46T
$1.91M 0.07%
289,760
-5,400
-2% -$34.1K
AXP icon
188
American Express
AXP
$232B
$1.9M 0.07%
22,190
-186
-0.8% -$21.6K
IEI icon
189
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.88M 0.07%
14,086
-938
-6% -$121K
STZ icon
190
Constellation Brands
STZ
$23.3B
$1.88M 0.07%
13,102
-580
-4% -$102K
J icon
191
Jacobs Solutions
J
$16.8B
$1.88M 0.07%
28,619
+1,746
+6% +$131K
RDS.B
192
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$1.84M 0.06%
56,255
+2,822
+5% +$132K
EXPO icon
193
Exponent
EXPO
$3.24B
$1.83M 0.06%
25,433
-486
-2% -$35.3K
ZBRA icon
194
Zebra Technologies
ZBRA
$18B
$1.83M 0.06%
9,944
-9,065
-48% -$2.04M
IEFA icon
195
iShares Core MSCI EAFE ETF
IEFA
$196B
$1.81M 0.06%
36,353
+2,200
+6% +$131K
VSS icon
196
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$12B
$1.77M 0.06%
22,682
-3,882
-15% -$386K
IWV icon
197
iShares Russell 3000 ETF
IWV
$20.6B
$1.77M 0.06%
11,956
+2,162
+22% +$385K
CE icon
198
Celanese
CE
$4.86B
$1.77M 0.06%
24,130
-691
-3% -$68.4K
XLF icon
199
State Street Financial Select Sector SPDR ETF
XLF
$59.4B
$1.77M 0.06%
84,970
-6,373
-7% -$175K
SIVB
200
DELISTED
SVB Financial Group
SIVB
$1.77M 0.06%
11,694
-124
-1% -$27.3K
6 7
8
9 10

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.