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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
PK icon
426
Park Hotels & Resorts
PK
$2.97B
$814K 0.03%
28,327
+14,710
+108% +$421K
CTLT
427
DELISTED
CATALENT, INC.
CTLT
$801K 0.03%
19,509
-171
-0.9% -$6.96K
GBCI icon
428
Glacier Bancorp
GBCI
$6.35B
$799K 0.02%
20,284
-755
-4% -$28.6K
DST
429
DELISTED
DST Systems Inc.
DST
$795K 0.02%
12,802
-31
-0.2% -$1.84K
ULTI
430
DELISTED
Ultimate Software Group Inc
ULTI
$793K 0.02%
+3,632
New +$737K
XRAY icon
431
Dentsply Sirona
XRAY
$2.43B
$789K 0.02%
11,992
-10,516
-47% -$669K
TCBI icon
432
Texas Capital Bancshares
TCBI
$4.32B
$787K 0.02%
+8,858
New +$768K
CTSH icon
433
Cognizant
CTSH
$26B
$783K 0.02%
+11,018
New +$805K
LECO icon
434
Lincoln Electric
LECO
$15.4B
$782K 0.02%
+8,536
New +$780K
RMR icon
435
The RMR Group
RMR
$332M
$782K 0.02%
13,185
-2
-0% -$112
AMT icon
436
American Tower
AMT
$80.4B
$779K 0.02%
+5,459
New +$779K
POR icon
437
Portland General Electric
POR
$5.77B
$777K 0.02%
17,041
-3,059
-15% -$145K
HP icon
438
Helmerich & Payne
HP
$3.71B
$773K 0.02%
11,963
-1,613
-12% -$90.4K
IWS icon
439
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$773K 0.02%
+8,666
New +$753K
SSNC icon
440
SS&C Technologies
SSNC
$18.6B
$765K 0.02%
18,885
+1,890
+11% +$77K
DAL icon
441
Delta Air Lines
DAL
$60.1B
$764K 0.02%
13,647
+1,539
+13% +$80.4K
DPZ icon
442
Domino's
DPZ
$11.6B
$756K 0.02%
+4,000
New +$741K
CVCO icon
443
Cavco Industries
CVCO
$4.55B
$755K 0.02%
+4,949
New +$743K
KIM icon
444
Kimco Realty
KIM
$16.4B
$753K 0.02%
41,513
+259
+0.6% +$4.85K
ORI icon
445
Old Republic International
ORI
$10.4B
$751K 0.02%
35,127
+342
+1% +$6.99K
GGG icon
446
Graco
GGG
$13.5B
$743K 0.02%
+16,440
New +$712K
CRM icon
447
Salesforce
CRM
$158B
$737K 0.02%
+7,205
New +$734K
MUB icon
448
iShares National Muni Bond ETF
MUB
$45.9B
$733K 0.02%
+6,621
New +$733K
QUOT
449
DELISTED
Quotient Technology Inc
QUOT
$732K 0.02%
62,334
– –
MSM icon
450
MSC Industrial Direct
MSM
$6.86B
$728K 0.02%
+7,536
New +$630K
16 17
18
19 20

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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.