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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
EFX icon
476
Equifax
EFX
$21.4B
$578K 0.02%
6,200
+3,074
+98% +$327K
SHO icon
477
Sunstone Hotel Investors
SHO
$1.98B
$570K 0.02%
+43,803
New +$644K
TER icon
478
Teradyne
TER
$59.3B
$569K 0.02%
18,127
+12,468
+220% +$423K
SCHE icon
479
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$565K 0.02%
24,005
-25,064
-51% -$607K
IR icon
480
Ingersoll Rand
IR
$33B
$563K 0.02%
27,488
+2,527
+10% +$62K
EPM icon
481
Evolution Petroleum
EPM
$135M
$560K 0.02%
82,073
– –
BPOP icon
482
Popular Inc
BPOP
$11.2B
$558K 0.02%
11,812
+1,095
+10% +$56.4K
TD icon
483
Toronto Dominion Bank
TD
$201B
$556K 0.02%
11,194
– –
SDY icon
484
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$554K 0.02%
6,189
+4
+0.1% +$377
CRCM
485
DELISTED
CARE.COM, INC.
CRCM
$554K 0.02%
+28,707
New +$522K
PINC
486
DELISTED
Premier
PINC
$545K 0.02%
14,600
+828
+6% +$34.2K
LULU icon
487
lululemon athletica
LULU
$14.3B
$542K 0.02%
4,460
+1,831
+70% +$245K
HCKT icon
488
Hackett Group
HCKT
$285M
$539K 0.02%
+33,659
New +$628K
J icon
489
Jacobs Solutions
J
$17.3B
$539K 0.02%
11,138
-1,097
-9% -$62.7K
SPDW icon
490
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.5B
$536K 0.02%
20,277
+5,745
+40% +$162K
JD icon
491
JD.com
JD
$43.1B
$533K 0.02%
25,486
-24,901
-49% -$557K
PRA
492
DELISTED
ProAssurance
PRA
$533K 0.02%
13,141
-154
-1% -$6.61K
BIO icon
493
Bio-Rad Laboratories Class A
BIO
$9.53B
$532K 0.02%
+2,286
New +$613K
HPE icon
494
Hewlett Packard
HPE
$72B
$532K 0.02%
40,283
+2,345
+6% +$35.1K
BKU icon
495
Bankunited
BKU
$3.35B
$530K 0.02%
17,714
+4,121
+30% +$134K
SLYV icon
496
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$5.06B
$525K 0.02%
9,762
+236
+2% +$14.3K
EG icon
497
Everest Group
EG
$14B
$522K 0.02%
2,397
+55
+2% +$12K
KR icon
498
Kroger
KR
$34.5B
$520K 0.02%
18,896
+4,142
+28% +$120K
CHTR icon
499
Charter Communications
CHTR
$18.8B
$516K 0.02%
1,810
+129
+8% +$40.5K
NTNX icon
500
Nutanix
NTNX
$17.4B
$516K 0.02%
12,402
+7,109
+134% +$294K
18 19
20
21 22

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.