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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
ORI icon
351
Old Republic International
ORI
$10.3B
$1.02M 0.04%
49,647
-204
-0.4% -$4.37K
AZN icon
352
AstraZeneca
AZN
$247B
$1.01M 0.04%
13,370
+332
+3% +$25.9K
PH icon
353
Parker-Hannifin
PH
$135B
$1.01M 0.04%
6,766
+2,143
+46% +$347K
DOV icon
354
Dover
DOV
$28.2B
$1M 0.03%
14,156
-391
-3% -$31.9K
ES icon
355
Eversource Energy
ES
$26.8B
$1M 0.03%
15,427
+8,405
+120% +$548K
TPR icon
356
Tapestry
TPR
$32.6B
$1M 0.03%
29,705
-4,916
-14% -$198K
BAH icon
357
Booz Allen Hamilton
BAH
$9.39B
$1M 0.03%
22,208
+894
+4% +$43.9K
PBE icon
358
Invesco Biotechnology & Genome ETF
PBE
$359M
$995K 0.03%
21,130
-700
-3% -$36K
ORAN
359
DELISTED
Orange
ORAN
$984K 0.03%
60,797
-7,299
-11% -$118K
RF icon
360
Regions Financial
RF
$26.9B
$983K 0.03%
73,487
-5,129
-7% -$82.4K
THG icon
361
Hanover Insurance
THG
$7.85B
$983K 0.03%
8,417
+2,737
+48% +$307K
TCBI icon
362
Texas Capital Bancshares
TCBI
$4.35B
$974K 0.03%
19,058
+10,608
+126% +$669K
HP icon
363
Helmerich & Payne
HP
$4.29B
$973K 0.03%
20,317
+9,653
+91% +$593K
LAD icon
364
Lithia Motors
LAD
$8.37B
$969K 0.03%
12,690
+7,195
+131% +$569K
PII icon
365
Polaris
PII
$4B
$968K 0.03%
12,620
+6,745
+115% +$606K
ROST icon
366
Ross Stores
ROST
$81.5B
$968K 0.03%
11,629
+157
+1% +$14.2K
JCI icon
367
Johnson Controls International
JCI
$93.3B
$964K 0.03%
32,523
-1,181
-4% -$39K
URI icon
368
United Rentals
URI
$71.6B
$960K 0.03%
9,365
+3,374
+56% +$406K
VNO icon
369
Vornado Realty Trust
VNO
$7.3B
$954K 0.03%
15,379
– –
TRNO icon
370
Terreno Realty
TRNO
$7.46B
$944K 0.03%
26,837
+7
+0% +$261
OGE icon
371
OGE Energy
OGE
$9.58B
$942K 0.03%
24,044
+213
+0.9% +$8.18K
GBCI icon
372
Glacier Bancorp
GBCI
$6.38B
$938K 0.03%
23,696
+622
+3% +$26.7K
ANAT
373
DELISTED
American National Group, Inc. Common Stock
ANAT
$934K 0.03%
7,342
+3,300
+82% +$411K
SAN icon
374
Banco Santander
SAN
$210B
$932K 0.03%
217,135
+22,186
+11% +$101K
RTN
375
DELISTED
Raytheon Company
RTN
$928K 0.03%
6,049
+604
+11% +$108K
13 14
15
16 17

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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.