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
-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
LSI
251
DELISTED
Life Storage, Inc.
LSI
$1.74M 0.06%
+28,058
New +$1.78M
VFC icon
252
VF Corp
VFC
$5.88B
$1.72M 0.06%
25,524
-180
-0.7% -$13.8K
YUMC icon
253
Yum China
YUMC
$16.3B
$1.71M 0.06%
51,064
-761
-1% -$26.1K
ARW icon
254
Arrow Electronics
ARW
$10.5B
$1.7M 0.06%
24,693
+1,655
+7% +$118K
PWR icon
255
Quanta Services
PWR
$101B
$1.7M 0.06%
56,540
+9,662
+21% +$312K
CELG
256
DELISTED
Celgene Corp
CELG
$1.69M 0.06%
26,388
-11,951
-31% -$882K
EA
257
DELISTED
Electronic Arts
EA
$1.69M 0.06%
21,419
-40,255
-65% -$3.69M
MTB icon
258
M&T Bank
MTB
$36.5B
$1.68M 0.06%
11,700
-80
-0.7% -$12.8K
STT icon
259
State Street
STT
$51.3B
$1.66M 0.06%
26,320
-967
-4% -$69.3K
WBS icon
260
Webster Financial
WBS
$12.8B
$1.66M 0.06%
33,658
-20,982
-38% -$1.2M
PKG icon
261
Packaging Corp of America
PKG
$22.8B
$1.65M 0.06%
19,751
+8,685
+78% +$808K
NVDA icon
262
NVIDIA
NVDA
$5.31T
$1.63M 0.06%
488,640
-53,000
-10% -$254K
IVW icon
263
iShares S&P 500 Growth ETF
IVW
$77.3B
$1.63M 0.06%
43,212
+1,032
+2% +$41.8K
DAL icon
264
Delta Air Lines
DAL
$59.2B
$1.61M 0.06%
32,368
+20,900
+182% +$1.14M
ACC
265
DELISTED
American Campus Communities, Inc.
ACC
$1.61M 0.06%
39,031
-149
-0.4% -$6.18K
BHB icon
266
Bar Harbor Bankshares
BHB
$669M
$1.6M 0.06%
71,196
– –
QCOM icon
267
Qualcomm
QCOM
$171B
$1.59M 0.06%
28,017
-4,535
-14% -$275K
BBL
268
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.59M 0.06%
38,033
+200
+0.5% +$8.21K
PHG icon
269
Philips
PHG
$26.5B
$1.59M 0.06%
58,332
-533
-0.9% -$15.7K
UVE icon
270
Universal Insurance Holdings
UVE
$1.2B
$1.59M 0.06%
41,845
-3,105
-7% -$135K
FCPT icon
271
Four Corners Property Trust
FCPT
$2.69B
$1.58M 0.05%
60,173
+22,953
+62% +$608K
WBD icon
272
Warner Bros
WBD
$68B
$1.57M 0.05%
63,626
+38,705
+155% +$1.18M
MRSH
273
Marsh
MRSH
$91.1B
$1.57M 0.05%
19,689
+9,750
+98% +$813K
ITB icon
274
iShares US Home Construction ETF
ITB
$2.37B
$1.57M 0.05%
52,263
-51,220
-49% -$1.61M
TTC icon
275
Toro Company
TTC
$9.44B
$1.56M 0.05%
27,856
+255
+0.9% +$14.8K
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 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.