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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
GM icon
326
General Motors
GM
$78.4B
$1.15M 0.04%
34,309
-10,285
-23% -$355K
ON icon
327
ON Semiconductor
ON
$31.5B
$1.14M 0.04%
69,053
+813
+1% +$14.1K
RPAI
328
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$1.14M 0.04%
105,152
– –
VAR
329
DELISTED
Varian Medical Systems, Inc.
VAR
$1.14M 0.04%
10,019
+4,408
+79% +$504K
LPT
330
DELISTED
Liberty Property Trust
LPT
$1.14M 0.04%
+27,098
New +$1.17M
SNN icon
331
Smith & Nephew
SNN
$12.6B
$1.13M 0.04%
30,276
+253
+0.8% +$9.1K
EPR icon
332
EPR Properties
EPR
$4.59B
$1.13M 0.04%
17,638
– –
SAP icon
333
SAP
SAP
$241B
$1.12M 0.04%
11,239
+3,409
+44% +$363K
SCHO icon
334
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.11M 0.04%
44,308
+1,246
+3% +$30.9K
MKC icon
335
McCormick & Company Non-Voting
MKC
$14.2B
$1.1M 0.04%
15,840
+6,628
+72% +$475K
PSMT icon
336
Pricesmart
PSMT
$5.28B
$1.09M 0.04%
18,532
+9,101
+97% +$627K
AROW icon
337
Arrow Financial
AROW
$643M
$1.09M 0.04%
39,404
-233
-0.6% -$6.92K
CBSH icon
338
Commerce Bancshares
CBSH
$8.5B
$1.09M 0.04%
27,125
-867
-3% -$37.1K
AVT icon
339
Avnet
AVT
$7.93B
$1.08M 0.04%
29,906
-2,527
-8% -$103K
FIS icon
340
Fidelity National Information Services
FIS
$22.2B
$1.07M 0.04%
10,487
+4,449
+74% +$464K
CC icon
341
Chemours
CC
$2.27B
$1.07M 0.04%
38,057
-135
-0.4% -$4.27K
DINO icon
342
HF Sinclair
DINO
$15.4B
$1.07M 0.04%
21,009
+14,269
+212% +$874K
JBGS
343
JBG SMITH
JBGS
$666M
$1.06M 0.04%
30,588
+10,942
+56% +$411K
AXON
344
Axon Enterprise
AXON
$51.6B
$1.06M 0.04%
24,275
– –
KRC icon
345
Kilroy Realty
KRC
$4.32B
$1.06M 0.04%
+16,884
New +$1.16M
BIIB icon
346
Biogen
BIIB
$30.3B
$1.06M 0.04%
3,527
+874
+33% +$279K
IGSB icon
347
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.06M 0.04%
20,460
-2,365
-10% -$122K
WAB icon
348
Wabtec
WAB
$49.9B
$1.04M 0.04%
14,871
+487
+3% +$42.5K
SON icon
349
Sonoco
SON
$5.72B
$1.04M 0.04%
19,583
-922
-4% -$50.6K
AIG icon
350
American International
AIG
$40.5B
$1.03M 0.04%
26,185
+660
+3% +$28.8K
12 13
14
15 16

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BAM
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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.