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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
IBM icon
176
IBM
IBM
$220B
$2.63M 0.07%
22,649
-2,968
-12% -$349K
KEY icon
177
KeyCorp
KEY
$24.5B
$2.57M 0.07%
215,724
-31,671
-13% -$386K
GPC icon
178
Genuine Parts
GPC
$18.2B
$2.57M 0.07%
26,969
-1,297
-5% -$121K
PM icon
179
Philip Morris
PM
$289B
$2.56M 0.07%
34,084
-1,725
-5% -$133K
CSX icon
180
CSX Corp
CSX
$92.4B
$2.55M 0.07%
98,610
-6,306
-6% -$156K
SIVB
181
DELISTED
SVB Financial Group
SIVB
$2.51M 0.07%
10,440
-872
-8% -$205K
SPLV icon
182
Invesco S&P 500 Low Volatility ETF
SPLV
$7.16B
$2.48M 0.07%
46,331
– –
IJJ icon
183
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.98B
$2.48M 0.07%
36,698
-856
-2% -$59.1K
CMS icon
184
CMS Energy
CMS
$21.9B
$2.47M 0.07%
40,221
-2,139
-5% -$131K
BABA icon
185
Alibaba
BABA
$299B
$2.45M 0.07%
8,344
+315
+4% +$83K
MO icon
186
Altria Group
MO
$108B
$2.4M 0.07%
62,093
-3,531
-5% -$147K
IWV icon
187
iShares Russell 3000 ETF
IWV
$20.4B
$2.38M 0.07%
12,141
+127
+1% +$24.6K
CDNS icon
188
Cadence Design Systems
CDNS
$90B
$2.37M 0.07%
22,262
+17,635
+381% +$1.86M
IDXX icon
189
Idexx Laboratories
IDXX
$45.2B
$2.37M 0.07%
6,020
+3,903
+184% +$1.44M
TFC icon
190
Truist Financial
TFC
$64.1B
$2.26M 0.06%
59,314
-5,829
-9% -$220K
SYY icon
191
Sysco
SYY
$40B
$2.25M 0.06%
36,145
-3,528
-9% -$205K
D icon
192
Dominion Energy
D
$60.1B
$2.25M 0.06%
28,468
-10,876
-28% -$854K
AGR
193
DELISTED
Avangrid, Inc.
AGR
$2.23M 0.06%
+44,144
New +$2.12M
NOC icon
194
Northrop Grumman
NOC
$81.5B
$2.2M 0.06%
6,983
+3,762
+117% +$1.23M
SPTM icon
195
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$14.1B
$2.19M 0.06%
53,472
-1,182
-2% -$47.9K
IJR icon
196
iShares Core S&P Small-Cap ETF
IJR
$112B
$2.17M 0.06%
30,918
-9,529
-24% -$683K
JNK icon
197
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.31B
$2.16M 0.06%
20,743
-959
-4% -$100K
ESGE icon
198
iShares ESG Aware MSCI EM ETF
ESGE
$6.83B
$2.15M 0.06%
60,516
+1,007
+2% +$35.7K
NFLX icon
199
Netflix
NFLX
$307B
$2.15M 0.06%
43,010
-7,820
-15% -$389K
DOCU
200
DocuSign
DOCU
$11B
$2.13M 0.06%
9,884
+7,746
+362% +$1.61M
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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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.