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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
TSN icon
476
Tyson Foods
TSN
$19.9B
$565K 0.02%
6,202
+97
+2% +$8.34K
SNPS icon
477
Synopsys
SNPS
$78.7B
$556K 0.02%
3,992
-24
-0.6% -$3.29K
XLV icon
478
State Street Health Care Select Sector SPDR ETF
XLV
$43.9B
$556K 0.02%
5,456
+1,827
+50% +$176K
ATCO
479
DELISTED
Atlas Corp.
ATCO
$556K 0.02%
39,134
+24,574
+169% +$293K
GPN icon
480
Global Payments
GPN
$22.7B
$553K 0.02%
3,029
+86
+3% +$14.8K
SAM icon
481
Boston Beer
SAM
$1.85B
$553K 0.02%
1,463
+8
+0.5% +$3.01K
DFS
482
DELISTED
Discover Financial Services
DFS
$552K 0.02%
6,505
-68
-1% -$5.61K
EXP icon
483
Eagle Materials
EXP
$6.57B
$551K 0.02%
6,083
-300
-5% -$27.5K
BBL
484
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$551K 0.02%
11,724
-18,380
-61% -$808K
ENOV icon
485
Enovis
ENOV
$1.42B
$548K 0.02%
+8,750
New +$495K
EPAM icon
486
EPAM Systems
EPAM
$5.15B
$548K 0.02%
2,583
+18
+0.7% +$3.54K
CRI icon
487
Carter's
CRI
$1.46B
$545K 0.01%
4,980
-31
-0.6% -$3.14K
AAT
488
American Assets Trust
AAT
$1.37B
$543K 0.01%
11,826
– –
IPG
489
DELISTED
Interpublic Group of Companies
IPG
$540K 0.01%
23,372
-129
-0.5% -$2.84K
IXJ icon
490
iShares Global Healthcare ETF
IXJ
$4.23B
$540K 0.01%
7,854
-400
-5% -$25.9K
SCHE icon
491
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$536K 0.01%
19,582
+1,661
+9% +$43.8K
TMUS icon
492
T-Mobile US
TMUS
$192B
$536K 0.01%
6,836
-17
-0.2% -$1.34K
GHC icon
493
Graham Holdings Company
GHC
$4.97B
$532K 0.01%
832
-58
-7% -$37.1K
WCG
494
DELISTED
Wellcare Health Plans, Inc.
WCG
$531K 0.01%
1,608
+20
+1% +$6K
HXL icon
495
Hexcel
HXL
$7.6B
$530K 0.01%
7,228
+290
+4% +$22.3K
AN icon
496
AutoNation
AN
$6.89B
$529K 0.01%
10,875
+1,099
+11% +$55.6K
SLAB icon
497
Silicon Laboratories
SLAB
$7.22B
$527K 0.01%
4,544
-40
-0.9% -$4.39K
RY icon
498
Royal Bank of Canada
RY
$292B
$524K 0.01%
6,611
-403
-6% -$32.5K
UDR icon
499
UDR
UDR
$12B
$524K 0.01%
11,210
+47
+0.4% +$2.26K
AMT icon
500
American Tower
AMT
$79B
$522K 0.01%
2,270
-638
-22% -$139K
18 19
20
21 22

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ACI
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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.