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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
CPE
451
DELISTED
Callon Petroleum Company
CPE
$728K 0.02%
5,998
-120
-2% -$13.3K
BAH icon
452
Booz Allen Hamilton
BAH
$9.15B
$727K 0.02%
19,069
-1,456
-7% -$55.1K
KRO icon
453
KRONOS Worldwide
KRO
$989M
$724K 0.02%
28,111
+594
+2% +$15.6K
PEI
454
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$724K 0.02%
4,057
– –
IR icon
455
Ingersoll Rand
IR
$33.7B
$723K 0.02%
21,310
+9,447
+80% +$282K
PEG icon
456
Public Service Enterprise Group
PEG
$37.7B
$718K 0.02%
+13,934
New +$702K
IJH icon
457
iShares Core S&P Mid-Cap ETF
IJH
$127B
$715K 0.02%
+18,830
New +$696K
OGE icon
458
OGE Energy
OGE
$9.71B
$715K 0.02%
21,722
-2,564
-11% -$90.6K
EMN icon
459
Eastman Chemical
EMN
$8.42B
$713K 0.02%
+7,690
New +$699K
NLSN
460
DELISTED
Nielsen Holdings plc
NLSN
$709K 0.02%
+19,487
New +$741K
FCX icon
461
Freeport-McMoran
FCX
$97.5B
$708K 0.02%
37,330
+1,684
+5% +$25.4K
SCHA icon
462
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$698K 0.02%
40,056
-1,436
-3% -$24.6K
TFX icon
463
Teleflex
TFX
$5.98B
$695K 0.02%
+2,795
New +$702K
FRC
464
DELISTED
First Republic Bank
FRC
$685K 0.02%
7,911
-5,154
-39% -$488K
ATR icon
465
AptarGroup
ATR
$8.61B
$683K 0.02%
+7,918
New +$690K
JBGS
466
JBG SMITH
JBGS
$708M
$683K 0.02%
19,688
+1,297
+7% +$42.8K
DVY icon
467
iShares Select Dividend ETF
DVY
$23.6B
$681K 0.02%
+6,912
New +$665K
LUMN icon
468
Lumen
LUMN
$6.44B
$673K 0.02%
40,352
+22,298
+124% +$378K
EXP icon
469
Eagle Materials
EXP
$6.57B
$672K 0.02%
+5,931
New +$642K
IYM icon
470
iShares US Basic Materials ETF
IYM
$1.02B
$666K 0.02%
+6,510
New +$646K
RPAI
471
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$648K 0.02%
48,220
+11,351
+31% +$148K
VRE
472
DELISTED
Veris Residential
VRE
$643K 0.02%
29,803
– –
AXON
473
Axon Enterprise
AXON
$46.4B
$641K 0.02%
24,200
– –
WHR icon
474
Whirlpool
WHR
$2.82B
$641K 0.02%
+3,801
New +$644K
HHH icon
475
Howard Hughes
HHH
$4.03B
$637K 0.02%
+5,087
New +$606K
17 18
19
20 21

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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.