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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$95.2M 3.3%
1,497,384
-341,476
-19% -$25.1M
MSFT icon
2
Microsoft
MSFT
$3.45T
$89.2M 3.09%
565,788
-92,359
-14% -$15.2M
SPY icon
3
State Street SPDR S&P 500 ETF Trust
SPY
$806B
$69.4M 2.4%
269,312
+9,722
+4% +$2.97M
EFG icon
4
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$68.5M 2.37%
962,755
+337,559
+54% +$27.3M
IVW icon
5
iShares S&P 500 Growth ETF
IVW
$75.5B
$66.8M 2.31%
1,618,620
+63,556
+4% +$3.01M
IWM icon
6
iShares Russell 2000 ETF
IWM
$81.5B
$56M 1.94%
489,372
+74,164
+18% +$11.1M
IAU icon
7
iShares Gold Trust
IAU
$62.9B
$55.6M 1.93%
1,844,893
+478,303
+35% +$14.5M
MCD icon
8
McDonald's
MCD
$192B
$51.9M 1.8%
313,586
-4,589
-1% -$904K
HD icon
9
Home Depot
HD
$331B
$44.4M 1.54%
238,029
-31,238
-12% -$6.86M
BWX icon
10
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.3B
$43.9M 1.52%
1,580,395
-1,378,777
-47% -$39.2M
EFA icon
11
iShares MSCI EAFE ETF
EFA
$78.4B
$42.8M 1.48%
801,388
+231,781
+41% +$14.7M
JPM icon
12
JPMorgan Chase
JPM
$935B
$40.2M 1.39%
446,334
-9,335
-2% -$1.13M
AMZN icon
13
Amazon
AMZN
$2.92T
$39.6M 1.37%
405,780
-125,520
-24% -$12.1M
IVV icon
14
iShares Core S&P 500 ETF
IVV
$884B
$39.1M 1.35%
151,310
+89,046
+143% +$27.3M
EEM icon
15
iShares MSCI Emerging Markets ETF
EEM
$28.9B
$38.6M 1.33%
1,129,703
-38,354
-3% -$1.57M
VGIT icon
16
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$36.5M 1.26%
517,186
+103,875
+25% +$7.04M
IEMG icon
17
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$36.1M 1.25%
892,032
+24,464
+3% +$1.2M
INTC icon
18
Intel
INTC
$455B
$35.6M 1.23%
658,253
-89,321
-12% -$5.28M
SHY icon
19
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$35.1M 1.22%
405,231
-123,672
-23% -$10.6M
JNJ icon
20
Johnson & Johnson
JNJ
$618B
$34.5M 1.19%
263,084
-19,850
-7% -$2.82M
SPIB icon
21
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$33.2M 1.15%
976,338
+57,199
+6% +$2.01M
LQD icon
22
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$32.8M 1.13%
265,160
+20,510
+8% +$2.61M
SPYG icon
23
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$53B
$32.7M 1.13%
915,372
+817,356
+834% +$33.5M
RWO icon
24
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.31B
$30.2M 1.04%
837,791
+734,498
+711% +$34.9M
VNQ icon
25
Vanguard Real Estate ETF
VNQ
$39.3B
$28.8M 1%
412,872
+330,002
+398% +$29M
1
2 3 4 5

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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
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
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OSIA
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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.