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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
VTI icon
201
Vanguard Morningstar Total Stock Market ETF
VTI
$696B
$1.75M 0.06%
13,536
+1,169
+9% +$181K
BAC.PRL icon
202
Bank of America Series L
BAC.PRL
$4.01B
$1.74M 0.06%
1,375
-60
-4% -$87.6K
DEO icon
203
Diageo
DEO
$52.8B
$1.74M 0.06%
13,651
-986
-7% -$148K
VEA icon
204
Vanguard FTSE Developed Markets ETF
VEA
$239B
$1.73M 0.06%
51,888
-23,253
-31% -$933K
GS icon
205
Goldman Sachs
GS
$304B
$1.72M 0.06%
11,121
-679
-6% -$144K
TYL icon
206
Tyler Technologies
TYL
$13.5B
$1.71M 0.06%
5,771
-54
-0.9% -$16.7K
PSA icon
207
Public Storage
PSA
$61.4B
$1.68M 0.06%
8,461
-3,220
-28% -$690K
FTV icon
208
Fortive
FTV
$18.7B
$1.66M 0.06%
47,806
-10,617
-18% -$464K
WST icon
209
West Pharmaceutical
WST
$24.4B
$1.62M 0.06%
10,666
-157
-1% -$24.2K
BDX icon
210
Becton Dickinson
BDX
$49.6B
$1.61M 0.06%
7,182
-1,107
-13% -$273K
VIG icon
211
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.6M 0.06%
15,511
+351
+2% +$41.9K
NTR icon
212
Nutrien
NTR
$32.2B
$1.58M 0.05%
46,531
+3,001
+7% +$120K
CL icon
213
Colgate-Palmolive
CL
$74.1B
$1.57M 0.05%
23,740
-2,051
-8% -$145K
BAX icon
214
Baxter International
BAX
$14B
$1.57M 0.05%
19,391
-350
-2% -$30.2K
COF icon
215
Capital One
COF
$137B
$1.49M 0.05%
29,532
-20,231
-41% -$1.78M
IWS icon
216
iShares Russell Mid-Cap Value ETF
IWS
$16.1B
$1.48M 0.05%
23,145
-378
-2% -$32.3K
STE icon
217
Steris
STE
$23B
$1.47M 0.05%
10,514
+17
+0.2% +$2.54K
GPC icon
218
Genuine Parts
GPC
$18.7B
$1.47M 0.05%
21,777
+6
+0% +$534
BNY
219
Bank of New York Mellon
BNY
$110B
$1.44M 0.05%
42,716
-4,688
-10% -$197K
RPM icon
220
RPM International
RPM
$14.5B
$1.43M 0.05%
24,040
+63
+0.3% +$4.34K
DIA icon
221
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$1.41M 0.05%
6,447
+3,916
+155% +$1.04M
ESGE icon
222
iShares ESG Aware MSCI EM ETF
ESGE
$6.86B
$1.41M 0.05%
51,317
+33,338
+185% +$1.1M
TTC icon
223
Toro Company
TTC
$9.21B
$1.4M 0.05%
21,536
-211
-1% -$16K
PRU icon
224
Prudential Financial
PRU
$43B
$1.38M 0.05%
26,500
-8,042
-23% -$639K
SCHO icon
225
Schwab Short-Term US Treasury ETF
SCHO
$13B
$1.38M 0.05%
53,424
-15,982
-23% -$407K
7 8
9
10 11

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
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
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.