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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
R icon
351
Ryder
R
$10.1B
$1.12M 0.04%
13,355
+247
+2% +$20.2K
BH icon
352
Biglari Holdings Class B
BH
$1.21B
$1.12M 0.04%
+4,065
New +$978K
CTRE icon
353
CareTrust REIT
CTRE
$9.74B
$1.12M 0.03%
66,851
– –
APO icon
354
Apollo Global Management
APO
$73.4B
$1.11M 0.03%
33,270
-1,775
-5% -$55.6K
BIVV
355
DELISTED
Bioverativ Inc. Common Stock
BIVV
$1.1M 0.03%
20,495
-5,127
-20% -$281K
MDC
356
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.1M 0.03%
40,325
-897
-2% -$24.7K
DFS
357
DELISTED
Discover Financial Services
DFS
$1.1M 0.03%
14,264
+903
+7% +$62.1K
PBE icon
358
Invesco Biotechnology & Genome ETF
PBE
$353M
$1.1M 0.03%
23,230
-65
-0.3% -$3.05K
EL icon
359
Estee Lauder
EL
$32B
$1.09M 0.03%
+8,586
New +$1.03M
ADM icon
360
Archer Daniels Midland
ADM
$36.9B
$1.08M 0.03%
27,069
-329
-1% -$13.5K
SNN icon
361
Smith & Nephew
SNN
$12.6B
$1.08M 0.03%
30,900
-23,567
-43% -$857K
AVT icon
362
Avnet
AVT
$7.92B
$1.07M 0.03%
27,021
-2,213
-8% -$88.6K
YUM icon
363
Yum! Brands
YUM
$41.1B
$1.07M 0.03%
13,118
+1,587
+14% +$126K
SCHX icon
364
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.07M 0.03%
100,458
-73,896
-42% -$765K
WDC icon
365
Western Digital
WDC
$150B
$1.07M 0.03%
17,744
+722
+4% +$46.5K
PARA
366
DELISTED
Paramount Global Class B
PARA
$1.06M 0.03%
18,012
-550
-3% -$31.6K
SNPS icon
367
Synopsys
SNPS
$79.7B
$1.06M 0.03%
12,396
+311
+3% +$26.9K
RWO icon
368
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.3B
$1.05M 0.03%
21,504
+7,575
+54% +$366K
EQR icon
369
Equity Residential
EQR
$25.1B
$1.02M 0.03%
16,081
-92
-0.6% -$6.14K
URI icon
370
United Rentals
URI
$72.4B
$1.02M 0.03%
+5,942
New +$904K
TPH
371
DELISTED
Tri Pointe Homes
TPH
$1.01M 0.03%
56,194
-500
-0.9% -$8.42K
ESRT icon
372
Empire State Realty Trust
ESRT
$836M
$1M 0.03%
48,779
– –
DORM icon
373
Dorman Products
DORM
$4.18B
$992K 0.03%
16,234
-704
-4% -$47.7K
TTM
374
DELISTED
Tata Motors Limited
TTM
$988K 0.03%
29,873
-15,660
-34% -$506K
GSK icon
375
GSK
GSK
$106B
$987K 0.03%
22,258
-3,144
-12% -$145K
13 14
15
16 17

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SCC
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BAM
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ACI
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ACM
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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.