We are live on ! Find out more
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
ENB icon
376
Enbridge
ENB
$112B
$985K 0.03%
25,165
-2,762
-10% -$106K
XLP icon
377
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$984K 0.03%
17,286
+2,475
+17% +$136K
MGPI icon
378
MGP Ingredients
MGPI
$375M
$982K 0.03%
12,771
– –
GPT
379
DELISTED
Gramercy Property Trust
GPT
$980K 0.03%
36,731
– –
BIIB icon
380
Biogen
BIIB
$30.7B
$974K 0.03%
+3,057
New +$981K
LPT
381
DELISTED
Liberty Property Trust
LPT
$970K 0.03%
22,535
+2,400
+12% +$104K
FIVE icon
382
Five Below
FIVE
$13.5B
$967K 0.03%
14,581
-672
-4% -$40.4K
HBAN icon
383
Huntington Bancshares
HBAN
$35.5B
$949K 0.03%
65,176
+21,394
+49% +$301K
SCZ icon
384
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.6B
$949K 0.03%
14,716
+1,417
+11% +$89.2K
ROST icon
385
Ross Stores
ROST
$81.9B
$947K 0.03%
11,795
-136
-1% -$9.51K
WAGE
386
DELISTED
WageWorks, Inc.
WAGE
$947K 0.03%
15,284
+260
+2% +$16.3K
BIG
387
DELISTED
Big Lots, Inc.
BIG
$938K 0.03%
16,699
– –
LTC
388
LTC Properties
LTC
$2.15B
$936K 0.03%
21,492
– –
XLI icon
389
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$936K 0.03%
12,370
+488
+4% +$35.5K
XYL icon
390
Xylem
XYL
$28.1B
$931K 0.03%
13,660
-3,959
-22% -$263K
PRA
391
DELISTED
ProAssurance
PRA
$928K 0.03%
16,246
-1
-0% -$58
GBDC icon
392
Golub Capital BDC
GBDC
$3.42B
$927K 0.03%
51,996
+26
+0.1% +$481
FCPT icon
393
Four Corners Property Trust
FCPT
$2.75B
$925K 0.03%
36,003
– –
GRP.U
394
DELISTED
Granite Real Estate Investment Trust
GRP.U
$924K 0.03%
+18,753
New +$742K
IJR icon
395
iShares Core S&P Small-Cap ETF
IJR
$112B
$919K 0.03%
11,961
-61
-0.5% -$4.6K
SUI icon
396
Sun Communities
SUI
$14.7B
$917K 0.03%
+9,885
New +$906K
POWI icon
397
Power Integrations
POWI
$3.61B
$914K 0.03%
24,866
-1,248
-5% -$47.6K
FNF icon
398
Fidelity National Financial
FNF
$13.5B
$910K 0.03%
24,127
-6,510
-21% -$237K
TER icon
399
Teradyne
TER
$59.3B
$907K 0.03%
21,659
+3,407
+19% +$140K
UAL icon
400
United Airlines
UAL
$42.1B
$903K 0.03%
13,392
-35
-0.3% -$2.18K
14 15
16
17 18

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.