We are live on ! Find out more
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
SPGI icon
251
S&P Global
SPGI
$120B
$1.88M 0.06%
11,090
+246
+2% +$40.2K
DUK icon
252
Duke Energy
DUK
$97.3B
$1.87M 0.06%
22,238
+1,629
+8% +$142K
CC icon
253
Chemours
CC
$2.37B
$1.86M 0.06%
37,258
+284
+0.8% +$14.9K
VFC icon
254
VF Corp
VFC
$5.89B
$1.86M 0.06%
26,775
-1,398
-5% -$92.4K
GD icon
255
General Dynamics
GD
$106B
$1.86M 0.06%
+9,161
New +$1.87M
TPR icon
256
Tapestry
TPR
$32.8B
$1.86M 0.06%
41,991
+760
+2% +$31.3K
ARW icon
257
Arrow Electronics
ARW
$10.4B
$1.85M 0.06%
23,043
+122
+0.5% +$9.8K
TYL icon
258
Tyler Technologies
TYL
$12.8B
$1.83M 0.06%
10,367
-141
-1% -$25K
NOC icon
259
Northrop Grumman
NOC
$81.2B
$1.82M 0.06%
+5,940
New +$1.78M
NHI icon
260
National Health Investors
NHI
$3.65B
$1.81M 0.06%
24,019
+3,506
+17% +$272K
CHE icon
261
Chemed
CHE
$7.22B
$1.8M 0.06%
+7,401
New +$1.68M
HST icon
262
Host Hotels & Resorts
HST
$16B
$1.79M 0.06%
90,437
-130
-0.1% -$2.55K
ACC
263
DELISTED
American Campus Communities, Inc.
ACC
$1.78M 0.06%
43,424
-332
-0.8% -$14.2K
LH icon
264
Labcorp
LH
$25.9B
$1.78M 0.06%
12,968
-614
-5% -$81.1K
IUSG icon
265
iShares Core S&P US Growth ETF
IUSG
$33.9B
$1.75M 0.05%
32,452
+5,767
+22% +$303K
PWR icon
266
Quanta Services
PWR
$101B
$1.73M 0.05%
44,190
+1,073
+2% +$40.3K
HAL icon
267
Halliburton
HAL
$26.6B
$1.71M 0.05%
35,083
-2,003
-5% -$88.3K
TTC icon
268
Toro Company
TTC
$9.49B
$1.71M 0.05%
26,250
-2,603
-9% -$165K
HSY icon
269
Hershey
HSY
$36.6B
$1.71M 0.05%
15,072
+4,632
+44% +$510K
NSP icon
270
Insperity
NSP
$2.01B
$1.71M 0.05%
29,758
– –
INN
271
Summit Hotel Properties
INN
$700M
$1.69M 0.05%
111,116
+3,546
+3% +$54.8K
BP icon
272
BP
BP
$107B
$1.68M 0.05%
43,721
+923
+2% +$33.4K
TTE icon
273
TotalEnergies
TTE
$190B
$1.67M 0.05%
2,773,122
-1,230,816
-31% -$735K
CORT icon
274
Corcept Therapeutics
CORT
$12B
$1.64M 0.05%
+91,003
New +$1.65M
MIDD icon
275
Middleby
MIDD
$6.08B
$1.64M 0.05%
12,182
-1,275
-9% -$156K
9 10
11
12 13

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.