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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
+107.98%
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 icon
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
AAPL icon
1
Apple
AAPL
$4.49T
$163M 4.52%
1,403,498
-918
-0.1% -$100K
SPY icon
2
State Street SPDR S&P 500 ETF Trust
SPY
$803B
$130M 3.61%
387,556
-14,687
-4% -$4.87M
MSFT icon
3
Microsoft
MSFT
$3.61T
$119M 3.3%
563,951
-3,409
-0.6% -$716K
IVW icon
4
iShares S&P 500 Growth ETF
IVW
$74.9B
$85.3M 2.37%
1,477,084
-70,768
-5% -$4.01M
EFG icon
5
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$79.6M 2.21%
885,264
-80,761
-8% -$7.16M
IWM icon
6
iShares Russell 2000 ETF
IWM
$81.4B
$77.4M 2.15%
516,972
+182
+0% +$27.4K
MCD icon
7
McDonald's
MCD
$193B
$65.7M 1.83%
299,198
-12,276
-4% -$2.52M
AMZN icon
8
Amazon
AMZN
$3.07T
$61.7M 1.72%
392,100
+14,420
+4% +$2.27M
HD icon
9
Home Depot
HD
$337B
$60.7M 1.69%
218,699
-4,148
-2% -$1.12M
EFA icon
10
iShares MSCI EAFE ETF
EFA
$78.3B
$58.2M 1.62%
914,506
-18,137
-2% -$1.16M
SHY icon
11
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$55.1M 1.53%
637,380
+21,560
+4% +$1.87M
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$28.7B
$49.2M 1.37%
1,115,650
-83,704
-7% -$3.67M
IAU icon
13
iShares Gold Trust
IAU
$62.7B
$48.4M 1.35%
1,344,407
-90,164
-6% -$3.29M
JNJ icon
14
Johnson & Johnson
JNJ
$607B
$41.9M 1.17%
281,396
+12,541
+5% +$1.86M
JPM icon
15
JPMorgan Chase
JPM
$943B
$41.7M 1.16%
432,898
-13,198
-3% -$1.3M
TMO icon
16
Thermo Fisher Scientific
TMO
$215B
$40.4M 1.12%
91,596
-5,148
-5% -$2.13M
MBB icon
17
iShares MBS ETF
MBB
$38.9B
$39.5M 1.1%
357,850
+45,929
+15% +$5.08M
BWX icon
18
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$39.3M 1.09%
1,325,829
-59,162
-4% -$1.76M
IVV icon
19
iShares Core S&P 500 ETF
IVV
$881B
$39.1M 1.09%
116,467
-17,381
-13% -$5.78M
SPYG icon
20
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$52.6B
$38.9M 1.08%
775,453
-106,906
-12% -$5.24M
IEMG icon
21
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$38.2M 1.06%
724,278
-68,878
-9% -$3.61M
LQD icon
22
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$38.2M 1.06%
283,474
+6,930
+3% +$945K
VGIT icon
23
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.6B
$36.3M 1.01%
514,343
+15,536
+3% +$1.1M
V icon
24
Visa
V
$688B
$35.8M 1%
179,045
-200
-0.1% -$40K
INTC icon
25
Intel
INTC
$449B
$35.6M 0.99%
687,921
+30,181
+5% +$1.57M
1
2 3 4 5

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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.