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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
FCPT icon
451
Four Corners Property Trust
FCPT
$2.71B
$626K 0.02%
22,205
– –
PII icon
452
Polaris
PII
$3.98B
$618K 0.02%
6,079
+98
+2% +$9.51K
EG icon
453
Everest Group
EG
$14.2B
$617K 0.02%
2,227
– –
MKC icon
454
McCormick & Company Non-Voting
MKC
$14.2B
$604K 0.02%
7,118
-96
-1% -$7.94K
SPR
455
DELISTED
Spirit AeroSystems
SPR
$603K 0.02%
8,275
+128
+2% +$10.6K
EGP icon
456
EastGroup Properties
EGP
$10.9B
$601K 0.02%
4,533
– –
RPD icon
457
Rapid7
RPD
$914M
$597K 0.02%
10,657
-229
-2% -$11.9K
OSK icon
458
Oshkosh
OSK
$9.66B
$595K 0.02%
+6,282
New +$541K
IEF icon
459
iShares 7-10 Year Treasury Bond ETF
IEF
$47.2B
$589K 0.02%
5,345
-6
-0.1% -$669
AAPL icon
460
CALL
Apple
AAPL
$4.47T
$587K 0.02%
+8,000
New +$515K
RS icon
461
Reliance Steel & Aluminium
RS
$21.8B
$587K 0.02%
4,899
+95
+2% +$10.8K
BRX icon
462
Brixmor Property Group
BRX
$9.11B
$585K 0.02%
27,051
+58
+0.2% +$1.24K
HUBB icon
463
Hubbell
HUBB
$27.4B
$585K 0.02%
3,957
– –
XLP icon
464
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$585K 0.02%
9,290
– –
DOC
465
DELISTED
PHYSICIANS REALTY TRUST
DOC
$579K 0.02%
30,596
+105
+0.3% +$1.93K
MCO icon
466
Moody's
MCO
$83B
$576K 0.02%
2,427
+5
+0.2% +$1.11K
AAN.A
467
DELISTED
The Aaron's Company Inc Class A
AAN.A
$576K 0.02%
10,093
-7,676
-43% -$438K
GBDC icon
468
Golub Capital BDC
GBDC
$3.43B
$573K 0.02%
31,716
+15,649
+97% +$276K
NAVI icon
469
Navient
NAVI
$809M
$573K 0.02%
41,911
-4,052
-9% -$54.5K
CACI icon
470
CACI
CACI
$14.5B
$570K 0.02%
+2,282
New +$531K
FNF icon
471
Fidelity National Financial
FNF
$13B
$568K 0.02%
13,015
-3,043
-19% -$135K
VAR
472
DELISTED
Varian Medical Systems, Inc.
VAR
$568K 0.02%
4,002
-126
-3% -$16.1K
ADI icon
473
Analog Devices
ADI
$188B
$567K 0.02%
4,775
-1,938
-29% -$218K
INN
474
Summit Hotel Properties
INN
$669M
$567K 0.02%
45,970
-34
-0.1% -$408
DBO icon
475
Invesco DB Oil Fund
DBO
$393M
$565K 0.02%
52,983
+429
+0.8% +$4.31K
17 18
19
20 21

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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.