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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
EBAY icon
301
eBay
EBAY
$49.8B
$1.47M 0.05%
39,061
-537
-1% -$19.9K
PH icon
302
Parker-Hannifin
PH
$135B
$1.47M 0.05%
+7,379
New +$1.37M
CPT icon
303
Camden Property Trust
CPT
$11.3B
$1.47M 0.05%
15,946
+3,538
+29% +$327K
BLKB icon
304
Blackbaud
BLKB
$2.08B
$1.45M 0.05%
15,354
-862
-5% -$83K
AIV
305
Aimco
AIV
$383M
$1.44M 0.05%
247,807
-173
-0.1% -$1.02K
ICUI icon
306
ICU Medical
ICUI
$4.61B
$1.43M 0.04%
+6,632
New +$1.34M
HPQ icon
307
HP
HPQ
$27.5B
$1.43M 0.04%
67,927
-2,809
-4% -$59.7K
RBC icon
308
RBC Bearings
RBC
$18B
$1.43M 0.04%
11,290
+78
+0.7% +$9.78K
REXR icon
309
Rexford Industrial Realty
REXR
$8.19B
$1.42M 0.04%
48,701
+9,136
+23% +$275K
MOS icon
310
The Mosaic Company
MOS
$7.33B
$1.41M 0.04%
54,978
-7,664
-12% -$176K
DEA
311
Easterly Government Properties
DEA
$1.18B
$1.41M 0.04%
26,365
+7,453
+39% +$389K
ON icon
312
ON Semiconductor
ON
$31.6B
$1.41M 0.04%
67,107
+507
+0.8% +$10.3K
RF icon
313
Regions Financial
RF
$26.8B
$1.4M 0.04%
80,735
+2,998
+4% +$47.9K
SMFG icon
314
Sumitomo Mitsui Financial
SMFG
$164B
$1.4M 0.04%
160,556
-121,346
-43% -$983K
LSI
315
DELISTED
Life Storage, Inc.
LSI
$1.37M 0.04%
23,088
+40
+0.2% +$2.3K
ABEV icon
316
Ambev
ABEV
$46.4B
$1.37M 0.04%
211,987
-135,103
-39% -$864K
RGA icon
317
Reinsurance Group of America
RGA
$16.1B
$1.35M 0.04%
8,682
-1,500
-15% -$227K
RGR icon
318
Sturm, Ruger & Co
RGR
$593M
$1.34M 0.04%
+24,078
New +$1.26M
VNO icon
319
Vornado Realty Trust
VNO
$7.38B
$1.34M 0.04%
17,201
-6,686
-28% -$512K
CNQ icon
320
Canadian Natural Resources
CNQ
$93.8B
$1.34M 0.04%
76,740
-51,616
-40% -$867K
MPC icon
321
Marathon Petroleum
MPC
$83.7B
$1.33M 0.04%
20,129
-58
-0.3% -$3.55K
PDM
322
Piedmont Realty Trust
PDM
$1.19B
$1.33M 0.04%
67,626
-664
-1% -$13.2K
XLE icon
323
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.31M 0.04%
36,342
+5,022
+16% +$173K
MT icon
324
ArcelorMittal
MT
$55.3B
$1.3M 0.04%
40,314
-30,811
-43% -$912K
LHO
325
DELISTED
LaSalle Hotel Properties
LHO
$1.29M 0.04%
46,115
– –
11 12
13
14 15

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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.