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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
BLKB icon
401
Blackbaud
BLKB
$2.07B
$810K 0.03%
12,881
-10
-0.1% -$720
SCHF icon
402
Schwab International Equity ETF
SCHF
$68.4B
$809K 0.03%
57,066
+1,332
+2% +$20.4K
AGG icon
403
iShares Core US Aggregate Bond ETF
AGG
$138B
$808K 0.03%
7,587
+1,165
+18% +$122K
BTI icon
404
British American Tobacco
BTI
$122B
$808K 0.03%
25,364
+799
+3% +$31.1K
EXP icon
405
Eagle Materials
EXP
$6.47B
$806K 0.03%
13,204
+7,465
+130% +$535K
VGT icon
406
Vanguard Information Technology ETF
VGT
$147B
$803K 0.03%
38,488
+19,544
+103% +$443K
PEG icon
407
Public Service Enterprise Group
PEG
$37.5B
$794K 0.03%
15,260
+4,577
+43% +$246K
EQIX icon
408
Equinix
EQIX
$103B
$781K 0.03%
2,217
-464
-17% -$181K
HXL icon
409
Hexcel
HXL
$7.65B
$779K 0.03%
13,590
+8,282
+156% +$499K
LUMN icon
410
Lumen
LUMN
$6.57B
$778K 0.03%
51,362
+6,388
+14% +$122K
VRSN icon
411
VeriSign
VRSN
$26.5B
$776K 0.03%
+5,230
New +$784K
MSM icon
412
MSC Industrial Direct
MSM
$6.77B
$772K 0.03%
10,041
-179
-2% -$14.8K
XLV icon
413
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$772K 0.03%
8,921
+3,619
+68% +$328K
TXRH icon
414
Texas Roadhouse
TXRH
$13.9B
$769K 0.03%
12,889
+9,685
+302% +$622K
CUBE icon
415
CubeSmart
CUBE
$9.24B
$766K 0.03%
+26,694
New +$784K
SJM icon
416
J.M. Smucker
SJM
$12.6B
$766K 0.03%
8,200
+3,548
+76% +$370K
EL icon
417
Estee Lauder
EL
$31.7B
$763K 0.03%
5,861
-3,495
-37% -$475K
IJR icon
418
iShares Core S&P Small-Cap ETF
IJR
$112B
$751K 0.03%
10,843
+3
+0% +$232
LYG icon
419
Lloyds Banking Group
LYG
$88.6B
$749K 0.03%
292,765
-13,500
-4% -$38.4K
NUS icon
420
Nu Skin
NUS
$234M
$741K 0.03%
12,083
+3,162
+35% +$213K
TAP icon
421
Molson Coors Class B
TAP
$7.82B
$740K 0.03%
13,184
+3,409
+35% +$210K
ISHG icon
422
iShares 1-3 Year International Treasury Bond ETF
ISHG
$825M
$737K 0.03%
9,241
-449
-5% -$36.1K
POOL icon
423
Pool Corp
POOL
$7.33B
$733K 0.03%
4,930
+2,532
+106% +$379K
EVRG icon
424
Evergy
EVRG
$19B
$725K 0.03%
12,769
-43
-0.3% -$2.48K
IEFA icon
425
iShares Core MSCI EAFE ETF
IEFA
$195B
$725K 0.03%
13,192
+7,568
+135% +$444K
15 16
17
18 19

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BAM
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ACI
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ACM
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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.