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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
SPG icon
326
Simon Property Group
SPG
$71.5B
$1.24M 0.03%
8,327
-2,277
-21% -$341K
KEYS icon
327
Keysight
KEYS
$57.3B
$1.22M 0.03%
11,914
+697
+6% +$71.3K
NXPI icon
328
NXP Semiconductors
NXPI
$58.9B
$1.22M 0.03%
9,547
+212
+2% +$24.6K
SCHX icon
329
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.2M 0.03%
93,990
+8,814
+10% +$108K
GD icon
330
General Dynamics
GD
$107B
$1.2M 0.03%
6,795
+948
+16% +$170K
PBE icon
331
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.18M 0.03%
21,180
– –
EOG icon
332
EOG Resources
EOG
$74.6B
$1.17M 0.03%
13,909
-18,173
-57% -$1.33M
FIVE icon
333
Five Below
FIVE
$13B
$1.16M 0.03%
9,102
+47
+0.5% +$5.89K
JCI icon
334
Johnson Controls International
JCI
$91.3B
$1.16M 0.03%
28,520
-596
-2% -$25.1K
NOC icon
335
Northrop Grumman
NOC
$82.1B
$1.15M 0.03%
3,345
+123
+4% +$43.3K
PB icon
336
Prosperity Bancshares
PB
$8.81B
$1.13M 0.03%
15,724
+452
+3% +$31.9K
CDNS icon
337
Cadence Design Systems
CDNS
$91.4B
$1.13M 0.03%
16,254
-43,326
-73% -$2.91M
BABA icon
338
Alibaba
BABA
$317B
$1.11M 0.03%
5,228
+923
+21% +$173K
STT icon
339
State Street
STT
$51.3B
$1.1M 0.03%
13,963
-2,347
-14% -$165K
ED icon
340
Consolidated Edison
ED
$39.3B
$1.1M 0.03%
12,176
-149
-1% -$13.3K
SNN icon
341
Smith & Nephew
SNN
$12.6B
$1.1M 0.03%
22,880
-2,438
-10% -$110K
XLE icon
342
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.07M 0.03%
35,726
-7,130
-17% -$211K
ANSS
343
DELISTED
Ansys
ANSS
$1.07M 0.03%
4,165
-952
-19% -$225K
RPAI
344
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$1.07M 0.03%
80,000
-25,152
-24% -$338K
FIS icon
345
Fidelity National Information Services
FIS
$21.9B
$1.05M 0.03%
7,523
+492
+7% +$66K
HSBC icon
346
HSBC
HSBC
$355B
$1.04M 0.03%
26,724
+2,767
+12% +$105K
QCOM icon
347
Qualcomm
QCOM
$170B
$1.04M 0.03%
11,847
+113
+1% +$9.45K
SSNC icon
348
SS&C Technologies
SSNC
$18.7B
$1.04M 0.03%
16,989
-375
-2% -$21K
VLO icon
349
Valero Energy
VLO
$90.7B
$1.04M 0.03%
11,073
-4,814
-30% -$455K
WY icon
350
Weyerhaeuser
WY
$18.2B
$1.02M 0.03%
33,832
-25,733
-43% -$747K
12 13
14
15 16

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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.