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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
LSI
251
DELISTED
Life Storage, Inc.
LSI
$1.92M 0.05%
26,546
– –
REXR icon
252
Rexford Industrial Realty
REXR
$8.13B
$1.91M 0.05%
41,843
-5,174
-11% -$239K
DE icon
253
Deere & Co
DE
$164B
$1.9M 0.05%
10,984
-1,341
-11% -$231K
ALLY icon
254
Ally Financial
ALLY
$13.3B
$1.89M 0.05%
61,931
+31,797
+106% +$993K
VIG icon
255
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.89M 0.05%
15,160
+603
+4% +$73K
IEI icon
256
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.89M 0.05%
15,024
-463
-3% -$58.5K
SWK icon
257
Stanley Black & Decker
SWK
$15.5B
$1.88M 0.05%
11,352
-1,818
-14% -$282K
SYK icon
258
Stryker
SYK
$133B
$1.86M 0.05%
8,885
-201
-2% -$41.7K
PLD icon
259
Prologis
PLD
$132B
$1.86M 0.05%
20,840
-9,295
-31% -$824K
ROST icon
260
Ross Stores
ROST
$81.7B
$1.86M 0.05%
15,965
-3,832
-19% -$431K
VICI icon
261
VICI Properties
VICI
$28.7B
$1.86M 0.05%
72,684
+8,710
+14% +$211K
AGO icon
262
Assured Guaranty
AGO
$3.34B
$1.85M 0.05%
37,785
+282
+0.8% +$13.5K
IWV icon
263
iShares Russell 3000 ETF
IWV
$20.4B
$1.85M 0.05%
9,794
-16
-0.2% -$2.88K
PPG icon
264
PPG Industries
PPG
$25.7B
$1.84M 0.05%
13,816
-1,082
-7% -$137K
RPM icon
265
RPM International
RPM
$14.8B
$1.84M 0.05%
23,977
-990
-4% -$71.8K
BHB icon
266
Bar Harbor Bankshares
BHB
$660M
$1.82M 0.05%
71,791
– –
IT icon
267
Gartner
IT
$12.2B
$1.79M 0.05%
11,614
-422
-4% -$64.4K
EXPO icon
268
Exponent
EXPO
$3.21B
$1.79M 0.05%
25,919
-478
-2% -$31.6K
CL icon
269
Colgate-Palmolive
CL
$74.3B
$1.77M 0.05%
25,791
-5,276
-17% -$360K
SCHO icon
270
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.75M 0.05%
69,406
-5,752
-8% -$145K
TYL icon
271
Tyler Technologies
TYL
$13B
$1.75M 0.05%
5,825
-76
-1% -$21.2K
NVDA icon
272
NVIDIA
NVDA
$5.27T
$1.74M 0.05%
295,160
+1,680
+0.6% +$8.74K
TTC icon
273
Toro Company
TTC
$9.4B
$1.73M 0.05%
21,747
-591
-3% -$45.3K
RHI icon
274
Robert Half
RHI
$4.37B
$1.72M 0.05%
+27,323
New +$1.59M
LIN icon
275
Linde
LIN
$227B
$1.7M 0.05%
7,978
-2,499
-24% -$504K
9 10
11
12 13

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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 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.