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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
GPC icon
176
Genuine Parts
GPC
$18.6B
$2.46M 0.07%
28,266
+6,489
+30% +$512K
TFC icon
177
Truist Financial
TFC
$64B
$2.45M 0.07%
65,143
-9,477
-13% -$341K
CSX icon
178
CSX Corp
CSX
$92.8B
$2.44M 0.07%
104,916
-11,517
-10% -$255K
SIVB
179
DELISTED
SVB Financial Group
SIVB
$2.44M 0.07%
11,312
-382
-3% -$73.6K
ZBRA icon
180
Zebra Technologies
ZBRA
$18.2B
$2.44M 0.07%
9,520
-424
-4% -$99.4K
SBUX icon
181
Starbucks
SBUX
$121B
$2.38M 0.07%
32,347
-3,780
-10% -$284K
NFLX icon
182
Netflix
NFLX
$311B
$2.31M 0.07%
50,830
-1,290
-2% -$54.9K
SPLV icon
183
Invesco S&P 500 Low Volatility ETF
SPLV
$7.18B
$2.3M 0.07%
46,331
– –
WEC icon
184
WEC Energy
WEC
$34.8B
$2.3M 0.07%
26,266
+22,849
+669% +$2.06M
WST icon
185
West Pharmaceutical
WST
$24.8B
$2.29M 0.07%
10,096
-570
-5% -$112K
JNK icon
186
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$2.19M 0.06%
21,702
-3,146
-13% -$313K
SYY icon
187
Sysco
SYY
$40.3B
$2.17M 0.06%
39,673
-2,398
-6% -$126K
IWV icon
188
iShares Russell 3000 ETF
IWV
$20.4B
$2.16M 0.06%
12,014
+58
+0.5% +$9.83K
CE icon
189
Celanese
CE
$4.94B
$2.15M 0.06%
24,952
+822
+3% +$68.5K
AEP icon
190
American Electric Power
AEP
$67.3B
$2.11M 0.06%
26,506
-28,132
-51% -$2.3M
STZ icon
191
Constellation Brands
STZ
$22.8B
$2.07M 0.06%
11,840
-1,262
-10% -$210K
SPTM icon
192
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14B
$2.06M 0.06%
54,654
+13,744
+34% +$492K
AXP icon
193
American Express
AXP
$230B
$2.04M 0.06%
21,373
-817
-4% -$75.2K
EXPO icon
194
Exponent
EXPO
$3.27B
$2.03M 0.06%
25,130
-303
-1% -$21.8K
HSY icon
195
Hershey
HSY
$36.7B
$1.98M 0.06%
15,281
-3,527
-19% -$474K
MOH icon
196
Molina Healthcare
MOH
$10.2B
$1.98M 0.06%
11,126
+1,801
+19% +$307K
AIG icon
197
American International
AIG
$40.6B
$1.98M 0.06%
63,333
+17,630
+39% +$495K
J icon
198
Jacobs Solutions
J
$17.2B
$1.97M 0.06%
28,072
-547
-2% -$36.9K
DVY icon
199
iShares Select Dividend ETF
DVY
$23.7B
$1.91M 0.06%
23,708
-3,546
-13% -$283K
ESGE icon
200
iShares ESG Aware MSCI EM ETF
ESGE
$6.71B
$1.91M 0.06%
59,509
+8,192
+16% +$246K
6 7
8
9 10

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IA
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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 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.