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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
-10.35%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$2.88B
AUM Growth
-$349M
Cap. Flow
+$21.9M
Cap. Flow %
0.76%
Top 10 Hldgs %
22.36%
Holding
811
New
69
Increased
319
Reduced
273
Closed
98

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$16.2M
2
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$14.5M
3
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$11.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$10.6M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$8.77M

Top Sells

Rank Stock Value
1
MCD icon
McDonald's
MCD
+$88.4M
2
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$11.9M
3
KEY icon
KeyCorp
KEY
+$7.37M
4
MMM icon
3M
MMM
+$6.99M
5
NVS icon
Novartis
NVS
+$6.34M

Sector Composition

Rank Sector Weight
1 Technology 14.44%
2 Healthcare 12.46%
3 Financials 12.08%
4 Consumer Discretionary 10.04%
5 Industrials 8.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALGN icon
226
Align Technology
ALGN
$12.5B
$1.98M 0.07%
9,448
+3,365
+55% +$850K
PLUS icon
227
ePlus
PLUS
$2.35B
$1.97M 0.07%
55,276
– –
ED icon
228
Consolidated Edison
ED
$39.3B
$1.96M 0.07%
25,673
+7,601
+42% +$594K
QQQ icon
229
Invesco QQQ Trust
QQQ
$479B
$1.96M 0.07%
12,700
-329
-3% -$55K
IT icon
230
Gartner
IT
$12.2B
$1.95M 0.07%
15,264
+192
+1% +$27.7K
MS icon
231
Morgan Stanley
MS
$338B
$1.95M 0.07%
49,096
-46
-0.1% -$2.01K
BIDU icon
232
Baidu
BIDU
$37.1B
$1.94M 0.07%
12,244
+5,992
+96% +$1.12M
UAL icon
233
United Airlines
UAL
$40.2B
$1.94M 0.07%
23,190
+9,609
+71% +$844K
SWK icon
234
Stanley Black & Decker
SWK
$15.5B
$1.94M 0.07%
16,197
-331
-2% -$41.3K
REXR icon
235
Rexford Industrial Realty
REXR
$8.13B
$1.94M 0.07%
65,701
– –
MIDD icon
236
Middleby
MIDD
$5.89B
$1.93M 0.07%
18,763
+9,434
+101% +$1.07M
PBCT
237
DELISTED
People's United Financial Inc
PBCT
$1.91M 0.07%
132,031
-52,138
-28% -$825K
AFL icon
238
Aflac
AFL
$61.1B
$1.89M 0.07%
41,532
+2,647
+7% +$118K
LYB icon
239
LyondellBasell Industries
LYB
$20.2B
$1.88M 0.07%
22,572
-145
-0.6% -$13.3K
WBA
240
DELISTED
Walgreens Boots Alliance
WBA
$1.87M 0.06%
27,331
+9,751
+55% +$756K
NHI icon
241
National Health Investors
NHI
$3.59B
$1.85M 0.06%
24,454
-40
-0.2% -$3.01K
EXPO icon
242
Exponent
EXPO
$3.21B
$1.82M 0.06%
35,888
-256
-0.7% -$12.8K
PDM
243
Piedmont Realty Trust
PDM
$1.16B
$1.78M 0.06%
104,484
– –
HST icon
244
Host Hotels & Resorts
HST
$15.5B
$1.78M 0.06%
106,566
-1,337
-1% -$25K
BAX icon
245
Baxter International
BAX
$14.4B
$1.77M 0.06%
26,931
+4,556
+20% +$306K
LH icon
246
Labcorp
LH
$26.1B
$1.77M 0.06%
16,326
-159
-1% -$21.3K
SBNY
247
DELISTED
Signature Bank
SBNY
$1.75M 0.06%
17,075
+8,616
+102% +$970K
DXC icon
248
DXC Technology
DXC
$1.74B
$1.75M 0.06%
32,977
-48
-0.1% -$3.32K
YELP icon
249
Yelp
YELP
$1.33B
$1.75M 0.06%
50,000
-15,343
-23% -$586K
YUM icon
250
Yum! Brands
YUM
$39.7B
$1.74M 0.06%
18,936
+5,304
+39% +$474K
8 9
10
11 12

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BAM
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ACI
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People's United Financial's Q4 2018 Portfolio in Review

As of Q4 2018, People's United Financial held 811 positions worth $2.88B, down 11% from $3.23B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q4 2018 filing shows 69 new, 319 increased, 273 reduced and 98 closed positions. Its largest new stake was ProShares VIX Short-Term Futures ETF: 2,457 shares worth $7.59M. The largest sale was McDonald's, an estimated $88.4M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, down from 16% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q4 2018 buy was ProShares VIX Short-Term Futures ETF: 2,457 shares worth $7.59M.
  • People's United Financial added most to Booking.com in Q4 2018, an estimated $16.2M increase.
  • People's United Financial's biggest Q4 2018 reduction was McDonald's, cutting an estimated $88.4M.
  • People's United Financial fully exited Express Scripts Holding Company in Q4 2018, selling an estimated $3.19M.
  • People's United Financial's ten largest holdings make up 22% of its $2.88B portfolio in Q4 2018.
  • People's United Financial opened 69 new positions and closed 98 in Q4 2018.
  • People's United Financial's portfolio value fell 11% quarter-over-quarter to $2.88B.

Based on People's United Financial's 13F filing for Q4 2018, filed 14 Feb 2019.