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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
+7.69%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.66B
AUM Growth
+$138M
Cap. Flow
-$100M
Cap. Flow %
-2.73%
Top 10 Hldgs %
22.42%
Holding
768
New
52
Increased
257
Reduced
349
Closed
44

Top Buys

Rank Stock Value
1
REET icon
iShares Global REIT ETF
REET
+$19.8M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.3M
3
BWX icon
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
+$11.1M
4
MBB icon
iShares MBS ETF
MBB
+$6.84M
5
USB icon
US Bancorp
USB
+$6.45M

Top Sells

Rank Stock Value
1
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$40.5M
2
VIXY icon
ProShares VIX Short-Term Futures ETF
VIXY
+$28.4M
3
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$10.9M
4
MU icon
Micron Technology
MU
+$7.76M
5
V icon
Visa
V
+$7.07M

Sector Composition

Rank Sector Weight
1 Technology 13.22%
2 Financials 9.98%
3 Healthcare 9.35%
4 Consumer Discretionary 8.28%
5 Industrials 6.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LPT
226
DELISTED
Liberty Property Trust
LPT
$2.23M 0.06%
37,123
-20
-0.1% -$1.15K
IEFA icon
227
iShares Core MSCI EAFE ETF
IEFA
$195B
$2.23M 0.06%
34,153
+3,455
+11% +$219K
WBD icon
228
Warner Bros
WBD
$67.4B
$2.23M 0.06%
67,954
+844
+1% +$25.4K
BLDR icon
229
Builders FirstSource
BLDR
$7.74B
$2.22M 0.06%
+128,954
New +$3.08M
BDX icon
230
Becton Dickinson
BDX
$48.9B
$2.2M 0.06%
8,289
-517
-6% -$129K
CLX icon
231
Clorox
CLX
$13B
$2.17M 0.06%
14,101
+1,120
+9% +$167K
NCLH icon
232
Norwegian Cruise Line
NCLH
$8.52B
$2.15M 0.06%
+36,684
New +$1.94M
IP icon
233
International Paper
IP
$21.9B
$2.12M 0.06%
48,523
-2,596
-5% -$109K
WPC icon
234
W.P. Carey
WPC
$16.1B
$2.09M 0.06%
26,635
-1,002
-4% -$84K
NTR icon
235
Nutrien
NTR
$31.6B
$2.09M 0.06%
43,530
+2,081
+5% +$101K
BAC.PRL icon
236
Bank of America Series L
BAC.PRL
$4B
$2.08M 0.06%
1,435
– –
GM icon
237
General Motors
GM
$77.2B
$2.07M 0.06%
56,493
-704
-1% -$25.6K
VTI icon
238
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$2.02M 0.06%
12,367
-2,440
-16% -$382K
BPOP icon
239
Popular Inc
BPOP
$11.1B
$2.01M 0.05%
34,145
-198
-0.6% -$11.1K
J icon
240
Jacobs Solutions
J
$17.2B
$2M 0.05%
26,873
+15,405
+134% +$1.17M
EL icon
241
Estee Lauder
EL
$31.5B
$1.99M 0.05%
9,651
+375
+4% +$72.8K
MS icon
242
Morgan Stanley
MS
$338B
$1.99M 0.05%
38,865
-4,411
-10% -$209K
BURL icon
243
Burlington
BURL
$23.4B
$1.98M 0.05%
8,670
-105
-1% -$21.9K
AIG icon
244
American International
AIG
$40.6B
$1.97M 0.05%
38,466
+1,640
+4% +$86.9K
RDS.A
245
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$1.96M 0.05%
33,294
-6,295
-16% -$368K
ARWR icon
246
Arrowhead Research
ARWR
$12.5B
$1.96M 0.05%
30,865
– –
NFLX icon
247
Netflix
NFLX
$318B
$1.96M 0.05%
60,470
+2,240
+4% +$66.4K
ZBH icon
248
Zimmer Biomet
ZBH
$18.7B
$1.92M 0.05%
13,229
+442
+3% +$61K
DD icon
249
DuPont de Nemours
DD
$19.1B
$1.92M 0.05%
23,812
+1,816
+8% +$151K
COLD icon
250
Americold
COLD
$4.17B
$1.92M 0.05%
54,712
-49,975
-48% -$1.84M
8 9
10
11 12

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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 Q4 2019 Portfolio in Review

As of Q4 2019, People's United Financial held 768 positions worth $3.66B, up 3.9% from $3.52B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

People's United Financial's Q4 2019 filing shows 52 new, 257 increased, 349 reduced and 44 closed positions. Its largest new stake was Builders FirstSource: 128,954 shares worth $2.22M. The largest sale was iShares MSCI EAFE Growth ETF, an estimated $40.5M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

  • People's United Financial's largest Q4 2019 buy was Builders FirstSource: 128,954 shares worth $2.22M.
  • People's United Financial added most to iShares Global REIT ETF in Q4 2019, an estimated $19.8M increase.
  • People's United Financial's biggest Q4 2019 reduction was iShares MSCI EAFE Growth ETF, cutting an estimated $40.5M.
  • People's United Financial fully exited ProShares VIX Short-Term Futures ETF in Q4 2019, selling an estimated $28.4M.
  • People's United Financial's ten largest holdings make up 22% of its $3.66B portfolio in Q4 2019.
  • People's United Financial opened 52 new positions and closed 44 in Q4 2019.
  • People's United Financial's portfolio value rose 3.9% quarter-over-quarter to $3.66B.

Based on People's United Financial's 13F filing for Q4 2019, filed 14 Feb 2020.