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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
STZ icon
201
Constellation Brands
STZ
$22.7B
$2.09M 0.06%
11,017
-823
-7% -$150K
CTVA icon
202
Corteva
CTVA
$50B
$2.06M 0.06%
71,363
+286
+0.4% +$8.05K
CB icon
203
Chubb
CB
$134B
$2.04M 0.06%
17,548
-3,349
-16% -$421K
AXP icon
204
American Express
AXP
$230B
$2.04M 0.06%
20,321
-1,052
-5% -$103K
JD icon
205
JD.com
JD
$42.1B
$1.95M 0.05%
25,140
– –
NTR icon
206
Nutrien
NTR
$31.7B
$1.93M 0.05%
49,222
-1,778
-3% -$64.7K
IGSB icon
207
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.91M 0.05%
34,847
-12,003
-26% -$659K
RPM icon
208
RPM International
RPM
$14.6B
$1.9M 0.05%
22,896
-1,407
-6% -$115K
HUM icon
209
Humana
HUM
$45.6B
$1.89M 0.05%
4,575
+2,378
+108% +$957K
PSA icon
210
Public Storage
PSA
$60.2B
$1.89M 0.05%
8,476
-173
-2% -$35.4K
ZBRA icon
211
Zebra Technologies
ZBRA
$17.8B
$1.88M 0.05%
7,452
-2,068
-22% -$557K
DEO icon
212
Diageo
DEO
$51.8B
$1.86M 0.05%
13,517
-190
-1% -$26.2K
JEF icon
213
Jefferies Financial Group
JEF
$12.7B
$1.85M 0.05%
107,707
+90,837
+538% +$1.49M
FDX icon
214
FedEx
FDX
$76B
$1.83M 0.05%
7,285
-1,247
-15% -$249K
TSCO icon
215
Tractor Supply
TSCO
$18.6B
$1.82M 0.05%
+63,665
New +$1.83M
DE icon
216
Deere & Co
DE
$165B
$1.82M 0.05%
8,231
-372
-4% -$71.8K
VIG icon
217
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.82M 0.05%
14,176
-1,634
-10% -$206K
BAC.PRL icon
218
Bank of America Series L
BAC.PRL
$4.01B
$1.82M 0.05%
1,225
-150
-11% -$220K
AMP icon
219
Ameriprise Financial
AMP
$49.6B
$1.82M 0.05%
11,784
+760
+7% +$117K
NDSN icon
220
Nordson
NDSN
$17.3B
$1.81M 0.05%
9,427
-239
-2% -$46K
IEI icon
221
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.8M 0.05%
13,496
+688
+5% +$91.9K
SWK icon
222
Stanley Black & Decker
SWK
$15.3B
$1.78M 0.05%
10,947
+7
+0.1% +$1.09K
CL icon
223
Colgate-Palmolive
CL
$73.6B
$1.77M 0.05%
22,919
-650
-3% -$49.6K
IWS icon
224
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$1.74M 0.05%
21,475
-865
-4% -$70K
DVY icon
225
iShares Select Dividend ETF
DVY
$23.6B
$1.73M 0.05%
21,179
-2,529
-11% -$211K
7 8
9
10 11

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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 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.