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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
VOYA icon
201
Voya Financial
VOYA
$8.96B
$1.91M 0.06%
40,838
+15,191
+59% +$675K
CTVA icon
202
Corteva
CTVA
$51.2B
$1.9M 0.06%
71,077
+19,037
+37% +$495K
TSM icon
203
TSMC
TSM
$2.18T
$1.87M 0.05%
32,887
+11,447
+53% +$603K
BKLN icon
204
Invesco Senior Loan ETF
BKLN
$6.75B
$1.86M 0.05%
87,178
-117,581
-57% -$2.49M
VIG icon
205
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.85M 0.05%
15,810
+299
+2% +$34K
TSLA icon
206
Tesla
TSLA
$1.31T
$1.85M 0.05%
25,695
+1,335
+5% +$72.2K
BAC.PRL icon
207
Bank of America Series L
BAC.PRL
$4B
$1.85M 0.05%
1,375
– –
DEO icon
208
Diageo
DEO
$52.7B
$1.84M 0.05%
13,707
+56
+0.4% +$7.68K
NDSN icon
209
Nordson
NDSN
$17.4B
$1.83M 0.05%
9,666
+304
+3% +$51.6K
VTI icon
210
Vanguard Morningstar Total Stock Market ETF
VTI
$689B
$1.83M 0.05%
11,665
-1,871
-14% -$276K
RPM icon
211
RPM International
RPM
$14.9B
$1.82M 0.05%
24,303
+263
+1% +$18.3K
TYL icon
212
Tyler Technologies
TYL
$13.2B
$1.81M 0.05%
5,207
-564
-10% -$189K
XLF icon
213
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$1.79M 0.05%
77,517
-7,453
-9% -$169K
IEFA icon
214
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.78M 0.05%
31,170
-5,183
-14% -$281K
GS icon
215
Goldman Sachs
GS
$301B
$1.78M 0.05%
8,997
-2,124
-19% -$399K
BABA icon
216
Alibaba
BABA
$306B
$1.73M 0.05%
8,029
+2,803
+54% +$584K
CL icon
217
Colgate-Palmolive
CL
$73.7B
$1.73M 0.05%
23,569
-171
-0.7% -$12.1K
IEI icon
218
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.71M 0.05%
12,808
-1,278
-9% -$170K
IWS icon
219
iShares Russell Mid-Cap Value ETF
IWS
$16B
$1.71M 0.05%
22,340
-805
-3% -$58.6K
TER icon
220
Teradyne
TER
$58.8B
$1.7M 0.05%
20,099
+1,207
+6% +$80.9K
FTV icon
221
Fortive
FTV
$18.7B
$1.68M 0.05%
39,340
-8,466
-18% -$330K
VEA icon
222
Vanguard FTSE Developed Markets ETF
VEA
$236B
$1.66M 0.05%
42,832
-9,056
-17% -$331K
BAX icon
223
Baxter International
BAX
$14.4B
$1.66M 0.05%
19,282
-109
-0.6% -$9.49K
PSA icon
224
Public Storage
PSA
$60.9B
$1.66M 0.05%
8,649
+188
+2% +$36.3K
AMP icon
225
Ameriprise Financial
AMP
$49.7B
$1.65M 0.05%
11,024
+1,614
+17% +$207K
7 8
9
10 11

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IA
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SCC
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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
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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.