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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
LULU icon
301
lululemon athletica
LULU
$14.2B
$1.39M 0.04%
6,002
+15
+0.3% +$3.2K
BAH icon
302
Booz Allen Hamilton
BAH
$9.58B
$1.36M 0.04%
19,174
+117
+0.6% +$8.33K
MAA icon
303
Mid-America Apartment Communities
MAA
$15.3B
$1.36M 0.04%
10,348
-234
-2% -$31.3K
PHG icon
304
Philips
PHG
$26.5B
$1.36M 0.04%
35,160
-10,997
-24% -$398K
GIS icon
305
General Mills
GIS
$20B
$1.36M 0.04%
25,386
+5,533
+28% +$292K
JBGS
306
JBG SMITH
JBGS
$666M
$1.36M 0.04%
34,078
+164
+0.5% +$6.49K
AMD icon
307
Advanced Micro Devices
AMD
$768B
$1.35M 0.04%
29,344
+864
+3% +$31.8K
SUI icon
308
Sun Communities
SUI
$14.5B
$1.31M 0.04%
8,703
-4,063
-32% -$633K
RBC icon
309
RBC Bearings
RBC
$17.7B
$1.3M 0.04%
8,235
-227
-3% -$36.7K
NVCR icon
310
NovoCure
NVCR
$2.03B
$1.3M 0.04%
15,458
-24,588
-61% -$1.98M
AIV
311
Aimco
AIV
$382M
$1.3M 0.04%
188,413
– –
SO icon
312
Southern Company
SO
$105B
$1.29M 0.04%
20,245
+784
+4% +$48.6K
TSM icon
313
TSMC
TSM
$2.19T
$1.28M 0.04%
22,068
-77
-0.3% -$4.08K
MPC icon
314
Marathon Petroleum
MPC
$92.8B
$1.28M 0.03%
21,180
-2,521
-11% -$158K
OMF icon
315
OneMain Financial
OMF
$7.34B
$1.27M 0.03%
30,172
+867
+3% +$35K
CI icon
316
Cigna
CI
$72.5B
$1.26M 0.03%
6,185
-382
-6% -$70K
LNC icon
317
Lincoln National
LNC
$8.6B
$1.26M 0.03%
21,390
-23,024
-52% -$1.36M
AER icon
318
AerCap
AER
$23.7B
$1.26M 0.03%
20,435
-1,798
-8% -$106K
GSG icon
319
iShares S&P GSCI Commodity-Indexed Trust
GSG
$935M
$1.25M 0.03%
77,416
-707
-0.9% -$11K
K
320
DELISTED
Kellanova
K
$1.25M 0.03%
19,333
-9,960
-34% -$603K
AVT icon
321
Avnet
AVT
$7.96B
$1.25M 0.03%
29,463
-343
-1% -$14.1K
CTVA icon
322
Corteva
CTVA
$50.7B
$1.25M 0.03%
42,279
+6,607
+19% +$175K
TER icon
323
Teradyne
TER
$59.7B
$1.25M 0.03%
18,273
-254
-1% -$16.1K
NHI icon
324
National Health Investors
NHI
$3.4B
$1.25M 0.03%
15,275
– –
EPR icon
325
EPR Properties
EPR
$4.57B
$1.24M 0.03%
17,607
+2
+0% +$148
11 12
13
14 15

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IA
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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.