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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
ULTI
301
DELISTED
Ultimate Software Group Inc
ULTI
$1.36M 0.05%
5,541
+2,786
+101% +$738K
TTE icon
302
TotalEnergies
TTE
$196B
$1.35M 0.05%
2,375,012
-106,560
-4% -$66.6K
DORM icon
303
Dorman Products
DORM
$3.97B
$1.35M 0.05%
15,008
+831
+6% +$66.4K
ISRG icon
304
Intuitive Surgical
ISRG
$141B
$1.34M 0.05%
8,376
-981
-10% -$166K
LECO icon
305
Lincoln Electric
LECO
$15.5B
$1.3M 0.05%
16,521
+8,070
+95% +$670K
SNPS icon
306
Synopsys
SNPS
$78.9B
$1.29M 0.04%
15,357
-261
-2% -$23.2K
ATVI
307
DELISTED
Activision Blizzard
ATVI
$1.29M 0.04%
27,663
-8,763
-24% -$525K
IJH icon
308
iShares Core S&P Mid-Cap ETF
IJH
$127B
$1.29M 0.04%
38,735
+10,260
+36% +$374K
VIG icon
309
Vanguard Dividend Appreciation ETF
VIG
$115B
$1.28M 0.04%
13,119
-26
-0.2% -$2.71K
FIVE icon
310
Five Below
FIVE
$13B
$1.28M 0.04%
12,507
+248
+2% +$27.4K
TCO
311
DELISTED
Taubman Centers Inc.
TCO
$1.28M 0.04%
28,121
+13,340
+90% +$700K
SO icon
312
Southern Company
SO
$105B
$1.28M 0.04%
29,085
-1,367
-4% -$62.1K
GSG icon
313
iShares S&P GSCI Commodity-Indexed Trust
GSG
$936M
$1.26M 0.04%
89,720
+23,712
+36% +$386K
PSB
314
DELISTED
PS Business Parks, Inc.
PSB
$1.25M 0.04%
+9,510
New +$1.26M
CGNX icon
315
Cognex
CGNX
$10.7B
$1.24M 0.04%
32,159
+324
+1% +$14K
VRTX icon
316
Vertex Pharmaceuticals
VRTX
$134B
$1.24M 0.04%
7,494
-44
-0.6% -$7.62K
AMAT icon
317
Applied Materials
AMAT
$423B
$1.23M 0.04%
37,656
-5,763
-13% -$198K
NTR icon
318
Nutrien
NTR
$31.9B
$1.21M 0.04%
25,792
+305
+1% +$15.9K
HPQ icon
319
HP
HPQ
$26.7B
$1.19M 0.04%
58,324
-1,466
-2% -$34.2K
CHD icon
320
Church & Dwight Co
CHD
$24.3B
$1.18M 0.04%
17,866
+12,818
+254% +$812K
SC
321
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$1.18M 0.04%
66,811
+10,929
+20% +$203K
XYL icon
322
Xylem
XYL
$28.7B
$1.17M 0.04%
17,509
-902
-5% -$62.4K
PLCE icon
323
Children's Place
PLCE
$58.9M
$1.17M 0.04%
12,941
– –
HSBC icon
324
HSBC
HSBC
$356B
$1.16M 0.04%
29,270
-170
-0.6% -$6.81K
BSX icon
325
Boston Scientific
BSX
$74B
$1.16M 0.04%
32,786
+215
+0.7% +$7.8K
11 12
13
14 15

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BAM
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ACI
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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.