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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
FNF icon
451
Fidelity National Financial
FNF
$12.8B
$648K 0.02%
21,435
-5,865
-21% -$189K
PNFP icon
452
Pinnacle Financial Partners Inc
PNFP
$16B
$646K 0.02%
14,023
+8,857
+171% +$470K
VTR icon
453
Ventas
VTR
$44.6B
$646K 0.02%
11,018
+576
+6% +$34K
XLY icon
454
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$646K 0.02%
13,052
+152
+1% +$8.04K
LPSN icon
455
LivePerson
LPSN
$33.6M
$645K 0.02%
2,278
– –
GHC icon
456
Graham Holdings Company
GHC
$4.97B
$641K 0.02%
1,000
+68
+7% +$42K
M icon
457
Macy's
M
$6.45B
$632K 0.02%
21,224
+11,020
+108% +$363K
ETFC
458
DELISTED
E*Trade Financial Corporation
ETFC
$625K 0.02%
14,251
-43
-0.3% -$2.11K
WKC icon
459
World Kinect Corp
WKC
$1.88B
$623K 0.02%
29,100
-567
-2% -$14.9K
R icon
460
Ryder
R
$9.92B
$621K 0.02%
12,898
-5,787
-31% -$332K
EPAM icon
461
EPAM Systems
EPAM
$5.15B
$620K 0.02%
5,342
+2,627
+97% +$322K
CTLT
462
DELISTED
CATALENT, INC.
CTLT
$619K 0.02%
19,846
+263
+1% +$10.1K
NEOG icon
463
Neogen
NEOG
$2.51B
$618K 0.02%
21,716
+10,858
+100% +$340K
SPR
464
DELISTED
Spirit AeroSystems
SPR
$618K 0.02%
8,577
-238
-3% -$19.3K
ALLY icon
465
Ally Financial
ALLY
$13.4B
$617K 0.02%
27,210
-6,276
-19% -$157K
BJRI icon
466
BJ's Restaurants
BJRI
$1.44B
$606K 0.02%
11,975
+134
+1% +$8.08K
IWS icon
467
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$606K 0.02%
7,935
-601
-7% -$50.3K
RHT
468
DELISTED
Red Hat Inc
RHT
$602K 0.02%
3,424
+1,244
+57% +$197K
CBRL icon
469
Cracker Barrel
CBRL
$1.25B
$601K 0.02%
3,763
+1
+0% +$164
TDS icon
470
Telephone and Data Systems
TDS
$3.84B
$596K 0.02%
+18,306
New +$607K
STI
471
DELISTED
SunTrust Banks, Inc.
STI
$595K 0.02%
11,795
+4,693
+66% +$281K
VICI icon
472
VICI Properties
VICI
$28.6B
$593K 0.02%
+31,566
New +$664K
REGI
473
DELISTED
Renewable Energy Group, Inc.
REGI
$588K 0.02%
22,887
+12,884
+129% +$348K
UDR icon
474
UDR
UDR
$12B
$585K 0.02%
14,772
– –
CUZ icon
475
Cousins Properties
CUZ
$4.83B
$581K 0.02%
18,371
-12
-0.1% -$400
17 18
19
20 21

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BAM
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ACI
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ACM
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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.