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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
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$128M 3.73%
1,404,416
-92,968
-6% -$7.2M
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$124M 3.62%
402,243
+132,931
+49% +$38.9M
MSFT icon
3
Microsoft
MSFT
$3.45T
$115M 3.37%
567,360
+1,572
+0.3% +$285K
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$73.8B
$80.3M 2.34%
1,547,852
-70,768
-4% -$3.39M
EFG icon
5
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$80.3M 2.34%
966,025
+3,270
+0.3% +$255K
IWM icon
6
iShares Russell 2000 ETF
IWM
$79.8B
$74M 2.16%
516,790
+27,418
+6% +$3.6M
MCD icon
7
McDonald's
MCD
$192B
$57.5M 1.68%
311,474
-2,112
-0.7% -$387K
EFA icon
8
iShares MSCI EAFE ETF
EFA
$78B
$56.8M 1.66%
932,643
+131,255
+16% +$7.59M
HD icon
9
Home Depot
HD
$331B
$55.8M 1.63%
222,847
-15,182
-6% -$3.48M
SHY icon
10
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$53.3M 1.56%
615,820
+210,589
+52% +$18.2M
AMZN icon
11
Amazon
AMZN
$2.92T
$52.1M 1.52%
377,680
-28,100
-7% -$3.39M
IAU icon
12
iShares Gold Trust
IAU
$62.9B
$48.7M 1.42%
1,434,571
-410,322
-22% -$13.4M
EEM icon
13
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$48M 1.4%
1,199,354
+69,651
+6% +$2.61M
JPM icon
14
JPMorgan Chase
JPM
$935B
$42M 1.22%
446,096
-238
-0.1% -$22.6K
IVV icon
15
iShares Core S&P 500 ETF
IVV
$878B
$41.5M 1.21%
133,848
-17,462
-12% -$5.13M
BWX icon
16
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$40M 1.17%
1,384,991
-195,404
-12% -$5.51M
SPYG icon
17
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$51.7B
$39.6M 1.16%
882,359
-33,013
-4% -$1.37M
INTC icon
18
Intel
INTC
$455B
$39.4M 1.15%
657,740
-513
-0.1% -$30.7K
JNJ icon
19
Johnson & Johnson
JNJ
$618B
$37.8M 1.1%
268,855
+5,771
+2% +$841K
IEMG icon
20
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$37.8M 1.1%
793,156
-98,876
-11% -$4.41M
LQD icon
21
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$37.2M 1.08%
276,544
+11,384
+4% +$1.48M
IUSG icon
22
iShares Core S&P US Growth ETF
IUSG
$31.7B
$35.9M 1.05%
499,328
+70,196
+16% +$4.66M
VGIT icon
23
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$35.2M 1.03%
498,807
-18,379
-4% -$1.29M
TMO icon
24
Thermo Fisher Scientific
TMO
$213B
$35.1M 1.02%
96,744
-814
-0.8% -$273K
V icon
25
Visa
V
$684B
$34.6M 1.01%
179,245
+1,552
+0.9% +$284K
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
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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.