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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
SCHX icon
376
Schwab US Large- Cap ETF
SCHX
$74.3B
$926K 0.03%
92,994
-6,102
-6% -$65.5K
SMFG icon
377
Sumitomo Mitsui Financial
SMFG
$160B
$920K 0.03%
141,267
-2,250
-2% -$16.8K
MT icon
378
ArcelorMittal
MT
$55.6B
$907K 0.03%
43,901
+4,121
+10% +$102K
BERY
379
DELISTED
Berry Global Group, Inc.
BERY
$906K 0.03%
20,741
+11,818
+132% +$504K
NOC icon
380
Northrop Grumman
NOC
$81.9B
$900K 0.03%
3,673
-970
-21% -$268K
RBA icon
381
RB Global
RBA
$16.9B
$898K 0.03%
27,426
+172
+0.6% +$5.78K
LTC
382
LTC Properties
LTC
$2.06B
$890K 0.03%
+21,342
New +$935K
BOKF icon
383
BOK Financial
BOKF
$8.75B
$889K 0.03%
12,115
-54
-0.4% -$4.58K
GSK icon
384
GSK
GSK
$102B
$889K 0.03%
18,640
+4,301
+30% +$212K
TFCFA
385
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$887K 0.03%
18,450
+1,903
+12% +$90.2K
POR icon
386
Portland General Electric
POR
$5.7B
$881K 0.03%
19,224
+382
+2% +$17.9K
NRG icon
387
NRG Energy
NRG
$25.3B
$873K 0.03%
+22,049
New +$844K
NAVI icon
388
Navient
NAVI
$809M
$867K 0.03%
98,365
-1,638
-2% -$18.8K
EFG icon
389
iShares MSCI EAFE Growth ETF
EFG
$17.2B
$858K 0.03%
12,427
+2,964
+31% +$216K
MDC
390
DELISTED
M.D.C. Holdings, Inc.
MDC
$850K 0.03%
35,256
– –
SSNC icon
391
SS&C Technologies
SSNC
$18.8B
$846K 0.03%
18,747
+410
+2% +$19.9K
MSI icon
392
Motorola Solutions
MSI
$76.7B
$840K 0.03%
7,311
+3,488
+91% +$433K
XLP icon
393
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$837K 0.03%
16,494
+6,565
+66% +$356K
CRI icon
394
Carter's
CRI
$1.47B
$836K 0.03%
10,253
+5,843
+132% +$531K
DFS
395
DELISTED
Discover Financial Services
DFS
$832K 0.03%
14,108
+4,707
+50% +$325K
COR
396
DELISTED
Coresite Realty Corporation
COR
$826K 0.03%
9,474
-12,163
-56% -$1.18M
BABA icon
397
Alibaba
BABA
$307B
$821K 0.03%
5,990
+147
+3% +$21.7K
WHR icon
398
Whirlpool
WHR
$2.85B
$820K 0.03%
7,680
+3,724
+94% +$422K
FRC
399
DELISTED
First Republic Bank
FRC
$818K 0.03%
9,421
+4,484
+91% +$409K
TWTR
400
DELISTED
Twitter, Inc.
TWTR
$816K 0.03%
28,377
+702
+3% +$22K
14 15
16
17 18

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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.