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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
+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
VAR
401
DELISTED
Varian Medical Systems, Inc.
VAR
$902K 0.03%
+8,117
New +$873K
GGP
402
DELISTED
GGP Inc.
GGP
$891K 0.03%
38,073
-130
-0.3% -$2.89K
EHC icon
403
Encompass Health
EHC
$12.4B
$890K 0.03%
22,640
-83
-0.4% -$3.16K
KRC icon
404
Kilroy Realty
KRC
$4.42B
$884K 0.03%
+11,843
New +$871K
LYG icon
405
Lloyds Banking Group
LYG
$91.3B
$881K 0.03%
+234,758
New +$846K
SCHF icon
406
Schwab International Equity ETF
SCHF
$68.7B
$877K 0.03%
51,480
+6,720
+15% +$114K
RBA icon
407
RB Global
RBA
$17.5B
$876K 0.03%
29,268
-433
-1% -$12.1K
AZN icon
408
AstraZeneca
AZN
$250B
$872K 0.03%
12,572
+428
+4% +$28.9K
KWR icon
409
Quaker Houghton
KWR
$2.92B
$870K 0.03%
+5,774
New +$893K
PENN icon
410
PENN Entertainment
PENN
$2.71B
$865K 0.03%
+27,625
New +$746K
XLY icon
411
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$861K 0.03%
+17,438
New +$821K
PSMT icon
412
Pricesmart
PSMT
$5.46B
$852K 0.03%
9,902
-557
-5% -$47.6K
CAH icon
413
Cardinal Health
CAH
$55.4B
$851K 0.03%
13,905
-204
-1% -$12.6K
CBSH icon
414
Commerce Bancshares
CBSH
$8.5B
$850K 0.03%
22,509
-1,920
-8% -$71.5K
CUTR
415
DELISTED
Cutera, Inc.
CUTR
$848K 0.03%
+18,702
New +$789K
IGSB icon
416
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$843K 0.03%
+16,126
New +$846K
BHF icon
417
Brighthouse Financial
BHF
$3.5B
$840K 0.03%
14,325
-5,882
-29% -$348K
BSX icon
418
Boston Scientific
BSX
$71.5B
$838K 0.03%
33,774
+94
+0.3% +$2.59K
MRSH
419
Marsh
MRSH
$91.5B
$837K 0.03%
+10,279
New +$854K
TROW icon
420
T. Rowe Price
TROW
$24.3B
$832K 0.03%
+7,930
New +$773K
J icon
421
Jacobs Solutions
J
$17B
$825K 0.03%
15,133
-76
-0.5% -$3.9K
CXP
422
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$825K 0.03%
35,957
+154
+0.4% +$3.42K
WMB icon
423
Williams Companies
WMB
$86.1B
$824K 0.03%
27,035
-2,275
-8% -$66.2K
SON icon
424
Sonoco
SON
$5.74B
$823K 0.03%
15,472
+79
+0.5% +$4.13K
TTD icon
425
Trade Desk
TTD
$6.49B
$823K 0.03%
180,000
– –
15 16
17
18 19

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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.