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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
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.13T
$25.9M 0.81%
130,581
-1,182
-0.9% -$224K
UNH icon
27
UnitedHealth
UNH
$370B
$24.2M 0.75%
109,599
-14,668
-12% -$3.11M
GLD icon
28
SPDR Gold Trust
GLD
$141B
$23.9M 0.75%
193,398
+6,326
+3% +$767K
META icon
29
Meta Platforms (Facebook)
META
$1.51T
$23.8M 0.74%
134,742
+10,452
+8% +$1.85M
ORCL icon
30
Oracle
ORCL
$423B
$23.1M 0.72%
489,526
-8,235
-2% -$404K
TMO icon
31
Thermo Fisher Scientific
TMO
$220B
$22.9M 0.72%
120,850
-3,003
-2% -$575K
PFE icon
32
Pfizer
PFE
$153B
$22.9M 0.71%
666,178
-8,030
-1% -$274K
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$22.5M 0.7%
84,265
-6,657
-7% -$1.73M
IBM icon
34
IBM
IBM
$224B
$21.7M 0.68%
147,971
-6,508
-4% -$946K
BLK icon
35
Blackrock
BLK
$176B
$21.6M 0.67%
41,956
+700
+2% +$340K
KEY icon
36
KeyCorp
KEY
$24.4B
$21.3M 0.67%
1,057,890
-15,973
-1% -$301K
BKNG icon
37
Booking.com
BKNG
$161B
$21.2M 0.66%
304,375
+5,875
+2% +$426K
ABT icon
38
Abbott
ABT
$187B
$20.8M 0.65%
365,104
+95
+0% +$5.26K
T icon
39
AT&T
T
$163B
$20.2M 0.63%
689,117
-36,647
-5% -$1M
AMZN icon
40
Amazon
AMZN
$2.96T
$19.3M 0.6%
330,240
-10,120
-3% -$557K
MDT icon
41
Medtronic
MDT
$112B
$19.2M 0.6%
238,233
-12,210
-5% -$978K
VZ icon
42
Verizon
VZ
$196B
$19.1M 0.6%
360,387
-28,113
-7% -$1.38M
NEE icon
43
NextEra Energy
NEE
$177B
$19M 0.59%
487,740
-1,356
-0.3% -$52.4K
BAC icon
44
Bank of America
BAC
$442B
$19M 0.59%
642,849
+287,066
+81% +$7.91M
AMGN icon
45
Amgen
AMGN
$222B
$18.1M 0.57%
104,243
-12,268
-11% -$2.17M
WFC icon
46
Wells Fargo
WFC
$264B
$18.1M 0.56%
297,856
-28,204
-9% -$1.59M
ITB icon
47
iShares US Home Construction ETF
ITB
$2.35B
$17.8M 0.56%
408,185
-593
-0.1% -$24K
SLB icon
48
SLB Ltd
SLB
$75B
$17.2M 0.54%
255,166
-44,401
-15% -$2.88M
CMI icon
49
Cummins
CMI
$88.7B
$16.8M 0.52%
94,887
+2,666
+3% +$456K
CB icon
50
Chubb
CB
$135B
$16.8M 0.52%
114,644
+812
+0.7% +$121K
1
2
3 4 5

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ACI
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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.