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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
AFL icon
351
Aflac
AFL
$60.9B
$1.01M 0.03%
19,098
+1,986
+12% +$105K
LYG icon
352
Lloyds Banking Group
LYG
$88.8B
$1M 0.03%
303,259
-27,963
-8% -$84.6K
TEL icon
353
TE Connectivity
TEL
$63.1B
$996K 0.03%
10,393
-599
-5% -$55.5K
PE
354
DELISTED
PARSLEY ENERGY INC
PE
$991K 0.03%
52,426
+23,293
+80% +$384K
AZN icon
355
AstraZeneca
AZN
$247B
$989K 0.03%
9,913
-684
-6% -$64.4K
VRTX icon
356
Vertex Pharmaceuticals
VRTX
$135B
$989K 0.03%
4,518
+32
+0.7% +$6.48K
CTLT
357
DELISTED
CATALENT, INC.
CTLT
$988K 0.03%
17,543
+13
+0.1% +$663
RBA icon
358
RB Global
RBA
$16.7B
$979K 0.03%
22,792
-178
-0.8% -$7.41K
TAP icon
359
Molson Coors Class B
TAP
$7.84B
$975K 0.03%
18,082
+2,977
+20% +$160K
KRA
360
DELISTED
Kraton Corporation
KRA
$968K 0.03%
+38,207
New +$925K
AVGO icon
361
Broadcom
AVGO
$1.97T
$963K 0.03%
30,460
-240
-0.8% -$7.29K
ASML icon
362
ASML
ASML
$688B
$962K 0.03%
3,251
-539
-14% -$146K
GSHD icon
363
Goosehead Insurance
GSHD
$2.33B
$955K 0.03%
22,523
-10,348
-31% -$458K
LTC
364
LTC Properties
LTC
$2.05B
$955K 0.03%
21,342
– –
SBNY
365
DELISTED
Signature Bank
SBNY
$952K 0.03%
6,971
-129
-2% -$16.1K
DORM icon
366
Dorman Products
DORM
$3.98B
$948K 0.03%
12,518
-35
-0.3% -$2.65K
AGN
367
DELISTED
Allergan plc
AGN
$944K 0.03%
4,939
-614
-11% -$111K
IR icon
368
Ingersoll Rand
IR
$33.2B
$943K 0.03%
25,704
-873
-3% -$28.6K
CTRE icon
369
CareTrust REIT
CTRE
$9.1B
$939K 0.03%
45,510
-47,008
-51% -$1.03M
OMC icon
370
Omnicom Group
OMC
$23.6B
$938K 0.03%
11,573
-1,374
-11% -$108K
SDY icon
371
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$934K 0.03%
8,685
+575
+7% +$60.4K
CVCO icon
372
Cavco Industries
CVCO
$4.55B
$930K 0.03%
4,758
+103
+2% +$20.2K
OGE icon
373
OGE Energy
OGE
$9.6B
$928K 0.03%
20,877
-16
-0.1% -$691
NTAP icon
374
NetApp
NTAP
$38.9B
$917K 0.03%
14,737
+4,174
+40% +$243K
ACC
375
DELISTED
American Campus Communities, Inc.
ACC
$914K 0.03%
19,433
-9,383
-33% -$449K
13 14
15
16 17

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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.