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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
TEL icon
426
TE Connectivity
TEL
$63.3B
$725K 0.03%
9,581
+721
+8% +$55.5K
TCOM icon
427
Trip.com Group
TCOM
$29.1B
$723K 0.03%
26,716
+5,302
+25% +$162K
INVA icon
428
Innoviva
INVA
$1.5B
$722K 0.03%
41,393
+11,393
+38% +$185K
KHC icon
429
Kraft Heinz
KHC
$29.2B
$715K 0.02%
16,594
-5,936
-26% -$307K
XLU icon
430
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$713K 0.02%
26,936
+11,532
+75% +$313K
DVY icon
431
iShares Select Dividend ETF
DVY
$23.7B
$707K 0.02%
7,912
-118
-1% -$11.3K
SLAB icon
432
Silicon Laboratories
SLAB
$7.22B
$707K 0.02%
8,967
+4,610
+106% +$383K
SLG icon
433
SL Green Realty
SLG
$3.95B
$706K 0.02%
9,228
-10
-0.1% -$885
GGG icon
434
Graco
GGG
$13.5B
$704K 0.02%
16,829
+234
+1% +$9.79K
TSLA icon
435
Tesla
TSLA
$1.31T
$691K 0.02%
31,140
+7,905
+34% +$170K
AMT icon
436
American Tower
AMT
$79B
$689K 0.02%
4,360
+597
+16% +$93.3K
CXP
437
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
$688K 0.02%
35,571
-171
-0.5% -$3.66K
INTU icon
438
Intuit
INTU
$92B
$686K 0.02%
3,482
-27
-0.8% -$5.62K
PB icon
439
Prosperity Bancshares
PB
$8.85B
$686K 0.02%
11,000
+6,154
+127% +$406K
F icon
440
Ford
F
$55.7B
$681K 0.02%
89,184
-36,779
-29% -$328K
IUSV icon
441
iShares Core S&P US Value ETF
IUSV
$27.8B
$680K 0.02%
13,862
+2,622
+23% +$139K
POWI icon
442
Power Integrations
POWI
$3.54B
$680K 0.02%
22,320
-218
-1% -$6.43K
EPD icon
443
Enterprise Products Partners
EPD
$81.8B
$678K 0.02%
27,557
-2,095
-7% -$56.1K
IYH icon
444
iShares US Healthcare ETF
IYH
$3.76B
$677K 0.02%
18,750
+8,625
+85% +$330K
OKTA icon
445
Okta
OKTA
$26.1B
$672K 0.02%
10,529
-339
-3% -$20.1K
VOYA icon
446
Voya Financial
VOYA
$8.9B
$668K 0.02%
16,634
+11,957
+256% +$531K
NUE icon
447
Nucor
NUE
$61.9B
$662K 0.02%
12,773
+4,602
+56% +$272K
MUB icon
448
iShares National Muni Bond ETF
MUB
$45.8B
$656K 0.02%
6,012
+371
+7% +$39.9K
CACI icon
449
CACI
CACI
$14.8B
$653K 0.02%
4,536
– –
PGRE
450
DELISTED
Paramount Group
PGRE
$653K 0.02%
52,000
+36,954
+246% +$520K
16 17
18
19 20

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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.