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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
IUSV icon
276
iShares Core S&P US Value ETF
IUSV
$27.8B
$1.66M 0.05%
26,391
+2,284
+9% +$138K
BAX icon
277
Baxter International
BAX
$14.4B
$1.65M 0.05%
19,741
+170
+0.9% +$14.1K
CMG icon
278
Chipotle Mexican Grill
CMG
$40.7B
$1.65M 0.05%
98,450
-4,500
-4% -$72.2K
VBK icon
279
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$1.65M 0.05%
8,289
+515
+7% +$97.7K
UPS icon
280
United Parcel Service
UPS
$89.1B
$1.64M 0.04%
14,036
-925
-6% -$110K
ETN icon
281
Eaton
ETN
$173B
$1.64M 0.04%
17,274
-468
-3% -$41.5K
WST icon
282
West Pharmaceutical
WST
$24.8B
$1.63M 0.04%
10,823
-403
-4% -$58.7K
STE icon
283
Steris
STE
$23.3B
$1.6M 0.04%
10,497
-88
-0.8% -$12.9K
WAL icon
284
Western Alliance Bancorporation
WAL
$8.78B
$1.6M 0.04%
28,054
-3,061
-10% -$156K
LEA icon
285
Lear
LEA
$8.05B
$1.59M 0.04%
11,617
+784
+7% +$97.2K
SCHW
286
Charles Schwab
SCHW
$187B
$1.58M 0.04%
33,251
-9,052
-21% -$399K
SPDW icon
287
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$1.58M 0.04%
50,335
+9,182
+22% +$280K
URI icon
288
United Rentals
URI
$70.8B
$1.57M 0.04%
9,424
-13
-0.1% -$1.89K
MAR icon
289
Marriott International
MAR
$90.9B
$1.57M 0.04%
10,369
+500
+5% +$67K
FDX icon
290
FedEx
FDX
$76.9B
$1.55M 0.04%
10,261
-1,736
-14% -$268K
SLB icon
291
SLB Ltd
SLB
$78.9B
$1.52M 0.04%
37,912
-3,226
-8% -$115K
WBS icon
292
Webster Financial
WBS
$12.8B
$1.52M 0.04%
28,466
+127
+0.4% +$6.11K
SCHF icon
293
Schwab International Equity ETF
SCHF
$68.3B
$1.5M 0.04%
89,496
+4,334
+5% +$71.3K
NDSN icon
294
Nordson
NDSN
$17.2B
$1.5M 0.04%
9,227
-108
-1% -$17.1K
PDBC icon
295
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.63B
$1.48M 0.04%
89,564
+23,035
+35% +$371K
CGNX icon
296
Cognex
CGNX
$10.8B
$1.45M 0.04%
25,871
-365
-1% -$18.9K
SAP icon
297
SAP
SAP
$241B
$1.42M 0.04%
10,600
+307
+3% +$40.3K
AMP icon
298
Ameriprise Financial
AMP
$49.2B
$1.42M 0.04%
8,521
+3,045
+56% +$472K
KRC icon
299
Kilroy Realty
KRC
$4.32B
$1.42M 0.04%
16,867
– –
BSX icon
300
Boston Scientific
BSX
$73.1B
$1.39M 0.04%
30,836
-585
-2% -$24.5K
10 11
12
13 14

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SCC
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BAM
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ACI
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ACM
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PP
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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.