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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
+6.71%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.2B
AUM Growth
+$216M
Cap. Flow
+$37.2M
Cap. Flow %
1.16%
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.3M
2
BAC icon
Bank of America
BAC
+$7.91M
3
EQIX icon
Equinix
EQIX
+$3.92M
4
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.17M
5
PPLI
People Inc
PPLI
+$2.79M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$8.1M
2
GE icon
GE Aerospace
GE
+$4.7M
3
MCD icon
McDonald's
MCD
+$4.27M
4
AAPL icon
Apple
AAPL
+$4.22M
5
UNH icon
UnitedHealth
UNH
+$3.11M

Sector Composition

Rank Sector Weight
1 Technology 14.07%
2 Healthcare 12.08%
3 Financials 12.08%
4 Consumer Discretionary 10.5%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLR icon
226
Digital Realty Trust
DLR
$71.7B
$2.13M 0.07%
18,654
+25
+0.1% +$2.94K
GMS
227
DELISTED
GMS Inc
GMS
$2.12M 0.07%
56,275
– –
ATVI
228
DELISTED
Activision Blizzard
ATVI
$2.1M 0.07%
33,075
-148
-0.4% -$9.36K
ED icon
229
Consolidated Edison
ED
$39.9B
$2.08M 0.07%
24,529
-1,389
-5% -$119K
CGNX icon
230
Cognex
CGNX
$11.3B
$2.08M 0.06%
34,004
-3,114
-8% -$198K
PLUS icon
231
ePlus
PLUS
$2.34B
$2.08M 0.06%
55,276
+1,268
+2% +$53.4K
PLD icon
232
Prologis
PLD
$133B
$2.08M 0.06%
32,203
-299
-0.9% -$19.5K
NTRI
233
DELISTED
NutriSystem, Inc.
NTRI
$2.08M 0.06%
39,443
– –
XYZ
234
Block Inc
XYZ
$47.5B
$2.06M 0.06%
59,407
+24,259
+69% +$888K
DRI icon
235
Darden Restaurants
DRI
$24.4B
$2.04M 0.06%
21,200
-215
-1% -$18.2K
PHG icon
236
Philips
PHG
$26.1B
$2.01M 0.06%
70,150
-562
-0.8% -$16.9K
RTN
237
DELISTED
Raytheon Company
RTN
$2.01M 0.06%
+10,684
New +$1.99M
IT icon
238
Gartner
IT
$11.7B
$1.98M 0.06%
16,083
-545
-3% -$66.2K
RPM icon
239
RPM International
RPM
$15B
$1.98M 0.06%
37,741
-582
-2% -$30.4K
CPRI icon
240
Capri Holdings
CPRI
$1.74B
$1.97M 0.06%
+31,306
New +$1.72M
BBL
241
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.96M 0.06%
48,530
-43,702
-47% -$1.62M
ISRG icon
242
Intuitive Surgical
ISRG
$134B
$1.95M 0.06%
+15,990
New +$2M
YUMC icon
243
Yum China
YUMC
$16.3B
$1.94M 0.06%
48,578
-222
-0.5% -$9.13K
MTB icon
244
M&T Bank
MTB
$36.2B
$1.93M 0.06%
11,258
-2,131
-16% -$354K
OMC icon
245
Omnicom Group
OMC
$23.4B
$1.91M 0.06%
26,213
+425
+2% +$30.5K
BAC.PRL icon
246
Bank of America Series L
BAC.PRL
$3.99B
$1.89M 0.06%
+1,435
New +$1.89M
DY icon
247
Dycom Industries
DY
$12.3B
$1.89M 0.06%
16,984
+445
+3% +$42.9K
AER icon
248
AerCap
AER
$23.8B
$1.89M 0.06%
35,947
-25,723
-42% -$1.34M
EXC icon
249
Exelon
EXC
$47B
$1.88M 0.06%
66,960
+3,567
+6% +$103K
PLCE icon
250
Children's Place
PLCE
$59.8M
$1.88M 0.06%
12,948
– –
8 9
10
11 12

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IA
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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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People's United Financial's Q4 2017 Portfolio in Review

As of Q4 2017, People's United Financial held 760 positions worth $3.2B, up 7.2% from $2.99B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q4 2017 filing shows 236 new, 155 increased, 296 reduced and 24 closed positions. Its largest new stake was Berkshire Hathaway Class A: 36 shares worth $10.7M. The largest sale was Capital One, an estimated $8.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q4 2017 buy was Berkshire Hathaway Class A: 36 shares worth $10.7M.
  • People's United Financial added most to Bank of America in Q4 2017, an estimated $7.91M increase.
  • People's United Financial's biggest Q4 2017 reduction was Capital One, cutting an estimated $8.1M.
  • People's United Financial fully exited OraSure Technologies in Q4 2017, selling an estimated $1.49M.
  • People's United Financial's ten largest holdings make up 23% of its $3.2B portfolio in Q4 2017.
  • People's United Financial opened 236 new positions and closed 24 in Q4 2017.
  • People's United Financial's portfolio value rose 7.2% quarter-over-quarter to $3.2B.

Based on People's United Financial's 13F filing for Q4 2017, filed 14 Feb 2018.