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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
-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
BP icon
276
BP
BP
$111B
$1.55M 0.05%
42,147
-2,068
-5% -$82.6K
COLD icon
277
Americold
COLD
$4.17B
$1.53M 0.05%
+60,010
New +$1.54M
EQR icon
278
Equity Residential
EQR
$24.6B
$1.49M 0.05%
22,500
– –
STE icon
279
Steris
STE
$23.3B
$1.48M 0.05%
13,815
-352
-2% -$39.3K
ADM icon
280
Archer Daniels Midland
ADM
$38.3B
$1.48M 0.05%
35,982
-90
-0.2% -$4.2K
ATR icon
281
AptarGroup
ATR
$8.51B
$1.47M 0.05%
15,619
+7,672
+97% +$782K
IDXX icon
282
Idexx Laboratories
IDXX
$46.4B
$1.46M 0.05%
7,851
+2,891
+58% +$593K
WST icon
283
West Pharmaceutical
WST
$24.6B
$1.46M 0.05%
14,883
+121
+0.8% +$13.1K
AIV
284
Aimco
AIV
$383M
$1.45M 0.05%
247,642
– –
RGA icon
285
Reinsurance Group of America
RGA
$16B
$1.45M 0.05%
10,308
+88
+0.9% +$12.5K
OMC icon
286
Omnicom Group
OMC
$23.5B
$1.44M 0.05%
19,612
-1,175
-6% -$87.1K
PK icon
287
Park Hotels & Resorts
PK
$2.9B
$1.43M 0.05%
55,111
-108
-0.2% -$3.2K
HSY icon
288
Hershey
HSY
$36.4B
$1.42M 0.05%
13,223
-76
-0.6% -$8.08K
GD icon
289
General Dynamics
GD
$106B
$1.41M 0.05%
8,991
+1,624
+22% +$291K
RSG icon
290
Republic Services
RSG
$66.2B
$1.41M 0.05%
19,560
+7,827
+67% +$573K
MCHP icon
291
Microchip Technology
MCHP
$44.7B
$1.4M 0.05%
39,056
+16,584
+74% +$586K
GRP.U
292
DELISTED
Granite Real Estate Investment Trust
GRP.U
$1.39M 0.05%
35,755
+17,002
+91% +$699K
CTRE icon
293
CareTrust REIT
CTRE
$9.25B
$1.39M 0.05%
75,000
+8,149
+12% +$152K
CVCO icon
294
Cavco Industries
CVCO
$4.54B
$1.38M 0.05%
10,563
+5,510
+109% +$997K
RBC icon
295
RBC Bearings
RBC
$17.7B
$1.38M 0.05%
10,513
+137
+1% +$19.9K
XLE icon
296
State Street Energy Select Sector SPDR ETF
XLE
$39.8B
$1.37M 0.05%
47,888
-12,008
-20% -$402K
AMP icon
297
Ameriprise Financial
AMP
$49.6B
$1.37M 0.05%
13,120
-4
-0% -$502
EXC icon
298
Exelon
EXC
$46.1B
$1.37M 0.05%
42,528
-17,036
-29% -$545K
AER icon
299
AerCap
AER
$23.6B
$1.36M 0.05%
34,384
+9
+0% +$451
CPRI icon
300
Capri Holdings
CPRI
$1.77B
$1.36M 0.05%
35,824
+179
+0.5% +$9.01K
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 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.