We are live on ! Find out more
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
APLE icon
476
Apple Hospitality REIT
APLE
$3.71B
$633K 0.02%
32,304
+88
+0.3% +$1.7K
CBRL icon
477
Cracker Barrel
CBRL
$1.26B
$627K 0.02%
+3,944
New +$619K
SEI
478
Solaris Energy Infrastructure
SEI
$3.9B
$624K 0.02%
+29,164
New +$494K
LAD icon
479
Lithia Motors
LAD
$8.37B
$619K 0.02%
+5,449
New +$634K
THG icon
480
Hanover Insurance
THG
$7.84B
$614K 0.02%
+5,684
New +$587K
CACI icon
481
CACI
CACI
$14.3B
$608K 0.02%
+4,595
New +$620K
WKC icon
482
World Kinect Corp
WKC
$1.91B
$605K 0.02%
+21,484
New +$648K
FAST icon
483
Fastenal
FAST
$59.6B
$603K 0.02%
44,100
-2,352
-5% -$29.1K
ALLY icon
484
Ally Financial
ALLY
$13.3B
$602K 0.02%
+20,641
New +$548K
VOD icon
485
Vodafone
VOD
$36.4B
$599K 0.02%
18,767
-679
-3% -$20.3K
IYH icon
486
iShares US Healthcare ETF
IYH
$3.76B
$594K 0.02%
+17,055
New +$592K
PIR
487
DELISTED
Pier 1 Imports, Inc.
PIR
$594K 0.02%
7,174
-2,725
-28% -$242K
EG icon
488
Everest Group
EG
$14.1B
$591K 0.02%
+2,671
New +$602K
EW icon
489
Edwards Lifesciences
EW
$53B
$591K 0.02%
+15,732
New +$577K
AYR
490
DELISTED
Aircastle Ltd
AYR
$591K 0.02%
25,259
+6
+0% +$141
PII icon
491
Polaris
PII
$3.99B
$584K 0.02%
+4,711
New +$559K
PDBC icon
492
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.64B
$572K 0.02%
32,798
+200
+0.6% +$3.47K
UDR icon
493
UDR
UDR
$12.1B
$571K 0.02%
14,833
+61
+0.4% +$2.37K
IXJ icon
494
iShares Global Healthcare ETF
IXJ
$4.23B
$566K 0.02%
+10,058
New +$566K
RGNX icon
495
Regenxbio
RGNX
$692M
$565K 0.02%
17,000
– –
SPR
496
DELISTED
Spirit AeroSystems
SPR
$565K 0.02%
+6,474
New +$531K
EPM icon
497
Evolution Petroleum
EPM
$134M
$562K 0.02%
82,073
-18,243
-18% -$128K
BKU icon
498
Bankunited
BKU
$3.33B
$550K 0.02%
13,508
-281
-2% -$10.2K
EFV icon
499
iShares MSCI EAFE Value ETF
EFV
$30B
$550K 0.02%
9,969
-710
-7% -$39K
FTAI icon
500
FTAI Aviation
FTAI
$22.3B
$550K 0.02%
32,302
– –
18 19
20
21 22

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.