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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
+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
BAX icon
276
Baxter International
BAX
$14.2B
$1.63M 0.05%
25,269
-583
-2% -$37.4K
GRPN icon
277
Groupon
GRPN
$1.02B
$1.63M 0.05%
15,932
– –
NRG icon
278
NRG Energy
NRG
$24.8B
$1.61M 0.05%
56,508
-820
-1% -$22.3K
CSGP icon
279
CoStar Group
CSGP
$12.3B
$1.6M 0.05%
+53,760
New +$1.57M
QTS
280
DELISTED
QTS REALTY TRUST, INC.
QTS
$1.59M 0.05%
29,360
-15
-0.1% -$836
PNC icon
281
PNC Financial Services
PNC
$101B
$1.59M 0.05%
11,008
-1,721
-14% -$238K
MCK icon
282
McKesson
MCK
$101B
$1.58M 0.05%
10,154
-11,542
-53% -$1.71M
DOV icon
283
Dover
DOV
$28.4B
$1.58M 0.05%
19,382
+5,929
+44% +$459K
BIDU icon
284
Baidu
BIDU
$37.2B
$1.57M 0.05%
6,722
-7,115
-51% -$1.74M
NDSN icon
285
Nordson
NDSN
$17.3B
$1.57M 0.05%
10,755
-30
-0.3% -$3.86K
QQQ icon
286
Invesco QQQ Trust
QQQ
$481B
$1.57M 0.05%
+10,080
New +$1.54M
ADC icon
287
Agree Realty
ADC
$9.41B
$1.54M 0.05%
29,905
– –
BBWI icon
288
Bath & Body Works
BBWI
$4.1B
$1.53M 0.05%
31,338
+6,022
+24% +$243K
ITRI icon
289
Itron
ITRI
$4.54B
$1.52M 0.05%
22,273
+688
+3% +$49.2K
ZBRA icon
290
Zebra Technologies
ZBRA
$17.8B
$1.51M 0.05%
14,597
+37
+0.3% +$4.02K
PBCT
291
DELISTED
People's United Financial Inc
PBCT
$1.51M 0.05%
80,973
-296
-0.4% -$5.48K
WST icon
292
West Pharmaceutical
WST
$24.9B
$1.51M 0.05%
15,333
+550
+4% +$53.9K
BABA icon
293
Alibaba
BABA
$308B
$1.51M 0.05%
+8,755
New +$1.57M
VIG icon
294
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.51M 0.05%
14,794
-392
-3% -$38.6K
ZTS icon
295
Zoetis
ZTS
$30B
$1.51M 0.05%
20,912
-464
-2% -$31.9K
SEE
296
DELISTED
Sealed Air
SEE
$1.5M 0.05%
+30,450
New +$1.4M
SUB icon
297
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$1.5M 0.05%
14,284
+3,958
+38% +$417K
HSBC icon
298
HSBC
HSBC
$356B
$1.5M 0.05%
31,728
-16,976
-35% -$768K
UNVR
299
DELISTED
Univar Solutions Inc.
UNVR
$1.49M 0.05%
48,173
+1,645
+4% +$49K
AET
300
DELISTED
Aetna Inc
AET
$1.48M 0.05%
+8,198
New +$1.41M
10 11
12
13 14

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BAM
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ACI
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ACM
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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.