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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
ANSS
326
DELISTED
Ansys
ANSS
$1.28M 0.04%
+8,706
New +$1.23M
EXPO icon
327
Exponent
EXPO
$3.24B
$1.28M 0.04%
36,070
-194
-0.5% -$7.12K
DELL icon
328
Dell
DELL
$293B
$1.26M 0.04%
55,134
+5,391
+11% +$122K
CRUS icon
329
Cirrus Logic
CRUS
$6.26B
$1.25M 0.04%
24,162
– –
STE icon
330
Steris
STE
$23.1B
$1.24M 0.04%
14,120
+517
+4% +$46.1K
HUM icon
331
Humana
HUM
$46.2B
$1.23M 0.04%
+4,961
New +$1.23M
ISHG icon
332
iShares 1-3 Year International Treasury Bond ETF
ISHG
$828M
$1.23M 0.04%
14,594
-28
-0.2% -$2.34K
UVE icon
333
Universal Insurance Holdings
UVE
$1.23B
$1.23M 0.04%
44,842
-18,206
-29% -$457K
BBVA icon
334
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$1.22M 0.04%
143,190
-76,227
-35% -$649K
GM icon
335
General Motors
GM
$76.8B
$1.21M 0.04%
29,623
+8,715
+42% +$378K
RSG icon
336
Republic Services
RSG
$65.7B
$1.21M 0.04%
17,949
-316
-2% -$20.4K
EPD icon
337
Enterprise Products Partners
EPD
$81.7B
$1.21M 0.04%
45,453
+1,759
+4% +$44.5K
EPR icon
338
EPR Properties
EPR
$4.77B
$1.19M 0.04%
18,210
+253
+1% +$17.3K
PSB
339
DELISTED
PS Business Parks, Inc.
PSB
$1.19M 0.04%
+9,510
New +$1.26M
SBNY
340
DELISTED
Signature Bank
SBNY
$1.19M 0.04%
+8,646
New +$1.14M
ORAN
341
DELISTED
Orange
ORAN
$1.18M 0.04%
67,781
-47,113
-41% -$787K
GSG icon
342
iShares S&P GSCI Commodity-Indexed Trust
GSG
$900M
$1.18M 0.04%
72,340
-692
-0.9% -$10.7K
WAB icon
343
Wabtec
WAB
$49.3B
$1.17M 0.04%
14,385
-1,151
-7% -$88K
CHGG icon
344
Chegg
CHGG
$102M
$1.17M 0.04%
71,560
– –
NVO
345
Novo Nordisk
NVO
$209B
$1.15M 0.04%
43,010
-476
-1% -$12.1K
BOKF icon
346
BOK Financial
BOKF
$8.74B
$1.15M 0.04%
12,477
+848
+7% +$74.8K
AROW icon
347
Arrow Financial
AROW
$652M
$1.15M 0.04%
40,470
– –
VRTX icon
348
Vertex Pharmaceuticals
VRTX
$126B
$1.15M 0.04%
+7,659
New +$1.13M
TSLA icon
349
Tesla
TSLA
$1.3T
$1.14M 0.04%
+55,035
New +$1.2M
TCO
350
DELISTED
Taubman Centers Inc.
TCO
$1.14M 0.04%
17,433
– –
12 13
14
15 16

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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.