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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
PGRE
426
DELISTED
Paramount Group
PGRE
$724K 0.02%
52,000
– –
DIA icon
427
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.3B
$722K 0.02%
2,531
-3,611
-59% -$995K
POWI icon
428
Power Integrations
POWI
$3.52B
$720K 0.02%
14,566
-658
-4% -$30.3K
LUV icon
429
Southwest Airlines
LUV
$22.4B
$719K 0.02%
13,318
-26,254
-66% -$1.46M
PKG icon
430
Packaging Corp of America
PKG
$23B
$719K 0.02%
6,423
-5,347
-45% -$590K
FRPT icon
431
Freshpet
FRPT
$3.48B
$693K 0.02%
11,730
– –
IJT icon
432
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.4B
$693K 0.02%
7,168
-1,480
-17% -$137K
BPYU
433
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$680K 0.02%
36,865
+406
+1% +$7.69K
MCHP icon
434
Microchip Technology
MCHP
$44B
$679K 0.02%
12,964
-1,530
-11% -$73.9K
YUMC icon
435
Yum China
YUMC
$16.3B
$673K 0.02%
14,010
-17,218
-55% -$765K
PNFP icon
436
Pinnacle Financial Partners Inc
PNFP
$16.1B
$667K 0.02%
10,425
+248
+2% +$15K
USNA icon
437
Usana Health Sciences
USNA
$258M
$665K 0.02%
+8,328
New +$614K
EQNR icon
438
Equinor
EQNR
$97.3B
$658K 0.02%
+33,026
New +$625K
CSII
439
DELISTED
Cardiovascular Systems, Inc.
CSII
$654K 0.02%
+13,467
New +$613K
DOC icon
440
Healthpeak Properties
DOC
$14.3B
$647K 0.02%
19,279
-1,372
-7% -$48K
ESGE icon
441
iShares ESG Aware MSCI EM ETF
ESGE
$6.7B
$646K 0.02%
+17,979
New +$616K
DEA
442
Easterly Government Properties
DEA
$1.14B
$640K 0.02%
10,781
-29
-0.3% -$1.64K
IDXX icon
443
Idexx Laboratories
IDXX
$46.7B
$637K 0.02%
2,438
-25
-1% -$6.59K
F icon
444
Ford
F
$56.2B
$636K 0.02%
68,377
+5,885
+9% +$52.9K
EVRG icon
445
Evergy
EVRG
$19B
$635K 0.02%
9,751
+761
+8% +$48.5K
VUG icon
446
Vanguard Morningstar Growth ETF
VUG
$228B
$634K 0.02%
20,898
+1,224
+6% +$35.3K
NBIX icon
447
Neurocrine Biosciences
NBIX
$16.5B
$632K 0.02%
5,882
+103
+2% +$10.8K
CUBE icon
448
CubeSmart
CUBE
$9.24B
$631K 0.02%
20,049
-6,645
-25% -$213K
ETFC
449
DELISTED
E*Trade Financial Corporation
ETFC
$628K 0.02%
13,838
+31
+0.2% +$1.32K
PEG icon
450
Public Service Enterprise Group
PEG
$37.5B
$627K 0.02%
10,612
-318
-3% -$19.3K
16 17
18
19 20

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IA
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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.