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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
UHT
376
Universal Health Realty Income Trust
UHT
$576M
$908K 0.02%
7,733
– –
PH icon
377
Parker-Hannifin
PH
$134B
$905K 0.02%
4,398
+79
+2% +$15.3K
PFF icon
378
iShares Preferred and Income Securities ETF
PFF
$13.2B
$903K 0.02%
24,021
+4,613
+24% +$172K
DUK icon
379
Duke Energy
DUK
$94.5B
$901K 0.02%
9,873
+999
+11% +$91.6K
JD icon
380
JD.com
JD
$45.2B
$898K 0.02%
25,484
– –
ICUI icon
381
ICU Medical
ICUI
$4.56B
$893K 0.02%
4,771
-95
-2% -$16.3K
CHTR icon
382
Charter Communications
CHTR
$18.3B
$889K 0.02%
1,833
+61
+3% +$28.1K
WBA
383
DELISTED
Walgreens Boots Alliance
WBA
$889K 0.02%
15,083
-152
-1% -$8.76K
XLY icon
384
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$887K 0.02%
14,142
+1,970
+16% +$120K
KFRC icon
385
Kforce
KFRC
$1.04B
$876K 0.02%
22,066
+11,590
+111% +$458K
VER
386
DELISTED
VEREIT, Inc.
VER
$874K 0.02%
18,930
+3,510
+23% +$168K
ZUMZ icon
387
Zumiez
ZUMZ
$330M
$872K 0.02%
25,246
– –
MOH icon
388
Molina Healthcare
MOH
$10.4B
$866K 0.02%
6,385
-24,932
-80% -$3.14M
POR icon
389
Portland General Electric
POR
$5.66B
$861K 0.02%
15,439
-279
-2% -$15.6K
CAI
390
DELISTED
CAI International, Inc.
CAI
$858K 0.02%
29,612
-7
-0% -$170
VOO icon
391
Vanguard S&P 500 ETF
VOO
$1.03T
$849K 0.02%
2,869
+55
+2% +$15.6K
RTN
392
DELISTED
Raytheon Company
RTN
$849K 0.02%
3,862
+887
+30% +$188K
GBCI icon
393
Glacier Bancorp
GBCI
$6.35B
$831K 0.02%
18,073
+67
+0.4% +$2.89K
KWR icon
394
Quaker Houghton
KWR
$2.96B
$828K 0.02%
5,035
+32
+0.6% +$4.96K
KTB icon
395
Kontoor Brands
KTB
$4.27B
$825K 0.02%
+19,636
New +$741K
WAB icon
396
Wabtec
WAB
$49.7B
$820K 0.02%
10,545
-885
-8% -$65.5K
EXC icon
397
Exelon
EXC
$45.8B
$815K 0.02%
25,075
-1,592
-6% -$51.5K
NMIH icon
398
NMI Holdings
NMIH
$3.32B
$815K 0.02%
24,561
– –
XYZ
399
Block Inc
XYZ
$47.5B
$815K 0.02%
13,030
-677
-5% -$43.3K
EQR icon
400
Equity Residential
EQR
$24.7B
$813K 0.02%
10,052
-12,397
-55% -$1.06M
14 15
16
17 18

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.