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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
SPIB icon
26
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$32.5M 0.89%
919,139
+75,105
+9% +$2.65M
TMO icon
27
Thermo Fisher Scientific
TMO
$220B
$32.1M 0.88%
98,850
-5,689
-5% -$1.73M
HON icon
28
Honeywell
HON
$78B
$32.1M 0.88%
192,396
-233
-0.1% -$38.1K
REET icon
29
iShares Global REIT ETF
REET
$5.11B
$31.6M 0.87%
1,145,510
+706,580
+161% +$19.8M
LQD icon
30
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$31.3M 0.86%
244,650
+151,208
+162% +$19.3M
GOOGL icon
31
Alphabet (Google) Class A
GOOGL
$4.33T
$30.9M 0.85%
461,900
+19,540
+4% +$1.26M
BA icon
32
Boeing
BA
$185B
$30.8M 0.84%
94,448
-8,894
-9% -$3.15M
BAC icon
33
Bank of America
BAC
$442B
$29.8M 0.82%
846,286
+1,284
+0.2% +$41.5K
DIS icon
34
Walt Disney
DIS
$181B
$27.5M 0.75%
190,109
-12,948
-6% -$1.81M
VGIT icon
35
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$27.2M 0.75%
413,311
+61,839
+18% +$4.1M
UNH icon
36
UnitedHealth
UNH
$370B
$27.2M 0.74%
92,562
-2,513
-3% -$657K
IJH icon
37
iShares Core S&P Mid-Cap ETF
IJH
$127B
$26.6M 0.73%
645,780
+34,800
+6% +$1.38M
META icon
38
Meta Platforms (Facebook)
META
$1.51T
$24.9M 0.68%
121,153
+941
+0.8% +$182K
NEE icon
39
NextEra Energy
NEE
$177B
$24.5M 0.67%
405,440
-20,436
-5% -$1.19M
PG icon
40
Procter & Gamble
PG
$339B
$24.2M 0.66%
193,602
+5,703
+3% +$698K
BRK.B icon
41
Berkshire Hathaway Class B
BRK.B
$1.13T
$23.6M 0.65%
104,274
-1,366
-1% -$297K
ABT icon
42
Abbott
ABT
$187B
$23.4M 0.64%
269,317
+3,471
+1% +$291K
DHR icon
43
Danaher
DHR
$144B
$22.9M 0.63%
167,970
-12,891
-7% -$1.63M
COST icon
44
Costco
COST
$420B
$22.6M 0.62%
77,061
-382
-0.5% -$114K
SHM icon
45
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$22.3M 0.61%
453,996
+12,825
+3% +$629K
AGG icon
46
iShares Core US Aggregate Bond ETF
AGG
$138B
$22.3M 0.61%
198,007
+21,263
+12% +$2.4M
TJX icon
47
TJX Companies
TJX
$178B
$22.1M 0.6%
361,752
-2,190
-0.6% -$129K
FISV
48
Fiserv Inc
FISV
$27.9B
$21M 0.57%
181,384
-9,441
-5% -$1.04M
GLD icon
49
SPDR Gold Trust
GLD
$142B
$20.6M 0.56%
144,416
-3,887
-3% -$543K
IVV icon
50
iShares Core S&P 500 ETF
IVV
$904B
$20.1M 0.55%
62,264
+98
+0.2% +$30.3K
1
2
3 4 5

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SCC
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BAM
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ACI
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ACM
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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.