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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
SLYV icon
401
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.04B
$811K 0.02%
12,342
+3,235
+36% +$205K
BIO icon
402
Bio-Rad Laboratories Class A
BIO
$9.48B
$809K 0.02%
2,185
+45
+2% +$15.9K
DOV icon
403
Dover
DOV
$28.3B
$809K 0.02%
7,023
-283
-4% -$30.3K
MLM icon
404
Martin Marietta Materials
MLM
$33B
$807K 0.02%
+2,960
New +$789K
MYGN icon
405
Myriad Genetics
MYGN
$311M
$807K 0.02%
29,653
+110
+0.4% +$3.03K
ALL icon
406
Allstate
ALL
$68.2B
$804K 0.02%
7,153
+115
+2% +$12.6K
BOKF icon
407
BOK Financial
BOKF
$8.7B
$803K 0.02%
9,184
-2,454
-21% -$200K
ITB icon
408
iShares US Home Construction ETF
ITB
$2.35B
$802K 0.02%
18,058
-1,723
-9% -$76.9K
SJM icon
409
J.M. Smucker
SJM
$12.6B
$798K 0.02%
7,668
+189
+3% +$20K
GGG icon
410
Graco
GGG
$13.5B
$796K 0.02%
15,305
-124
-0.8% -$5.92K
NEOG icon
411
Neogen
NEOG
$2.49B
$796K 0.02%
24,402
– –
CUZ icon
412
Cousins Properties
CUZ
$4.83B
$795K 0.02%
19,285
– –
VRSN icon
413
VeriSign
VRSN
$26.5B
$789K 0.02%
4,095
+40
+1% +$7.51K
LAD icon
414
Lithia Motors
LAD
$8.35B
$786K 0.02%
5,345
-114
-2% -$17.1K
QLTA icon
415
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$779K 0.02%
14,250
+2,996
+27% +$164K
FAST icon
416
Fastenal
FAST
$59.8B
$777K 0.02%
42,056
+318
+0.8% +$5.68K
CSGP icon
417
CoStar Group
CSGP
$12.8B
$776K 0.02%
12,970
-870
-6% -$50.8K
MIDD icon
418
Middleby
MIDD
$5.89B
$776K 0.02%
7,087
+47
+0.7% +$5.39K
DISCK
419
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$774K 0.02%
25,391
+2,400
+10% +$67.3K
IWP icon
420
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$772K 0.02%
10,118
+358
+4% +$26.2K
AROW icon
421
Arrow Financial
AROW
$644M
$765K 0.02%
22,770
-339
-1% -$10.7K
RGA icon
422
Reinsurance Group of America
RGA
$15.8B
$742K 0.02%
4,549
-5,007
-52% -$810K
MSM icon
423
MSC Industrial Direct
MSM
$6.87B
$739K 0.02%
9,414
-101
-1% -$7.46K
ATR icon
424
AptarGroup
ATR
$8.5B
$738K 0.02%
6,387
-121
-2% -$13.8K
ALGN icon
425
Align Technology
ALGN
$12.5B
$731K 0.02%
2,620
-86
-3% -$21.4K
15 16
17
18 19

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SCC
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BAM
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ACI
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ACM
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PP
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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.