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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
WBD icon
501
Warner Bros
WBD
$67.1B
$550K 0.02%
24,579
-3,837
-14% -$74.9K
ALL icon
502
Allstate
ALL
$67.5B
$548K 0.02%
+5,236
New +$516K
NUE icon
503
Nucor
NUE
$62.1B
$544K 0.02%
+8,554
New +$500K
CGW icon
504
Invesco S&P Global Water Index ETF
CGW
$1.08B
$543K 0.02%
15,278
+700
+5% +$24.8K
CAA
505
DELISTED
CalAtlantic Group, Inc.
CAA
$543K 0.02%
9,629
-6,026
-38% -$294K
VLY icon
506
Valley National Bancorp
VLY
$8.04B
$541K 0.02%
+48,195
New +$559K
IP icon
507
International Paper
IP
$22B
$540K 0.02%
+9,839
New +$528K
FMS icon
508
Fresenius Medical Care
FMS
$12.9B
$537K 0.02%
10,217
-30,167
-75% -$1.5M
XLV icon
509
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$533K 0.02%
+6,438
New +$531K
EFG icon
510
iShares MSCI EAFE Growth ETF
EFG
$17.3B
$531K 0.02%
+6,576
New +$521K
WY icon
511
Weyerhaeuser
WY
$18.4B
$530K 0.02%
15,017
+3,587
+31% +$127K
HCKT icon
512
Hackett Group
HCKT
$287M
$529K 0.02%
33,659
– –
TFCFA
513
DELISTED
Twenty-First Century Fox, Inc. Class A
TFCFA
$524K 0.02%
15,188
– –
GVI icon
514
iShares Intermediate Government/Credit Bond ETF
GVI
$3.8B
$519K 0.02%
+4,728
New +$522K
CDK
515
DELISTED
CDK Global, Inc.
CDK
$519K 0.02%
+7,278
New +$489K
MSI icon
516
Motorola Solutions
MSI
$77.4B
$518K 0.02%
+5,729
New +$522K
CRCM
517
DELISTED
CARE.COM, INC.
CRCM
$518K 0.02%
28,707
– –
HR icon
518
Healthcare Realty
HR
$6.84B
$515K 0.02%
17,147
-250
-1% -$7.56K
ES icon
519
Eversource Energy
ES
$27.2B
$507K 0.02%
+8,008
New +$506K
RDC
520
DELISTED
Rowan Companies Plc
RDC
$499K 0.02%
31,855
-2,109
-6% -$29.6K
HUBB icon
521
Hubbell
HUBB
$27.2B
$497K 0.02%
+3,674
New +$458K
AGG icon
522
iShares Core US Aggregate Bond ETF
AGG
$138B
$494K 0.02%
+4,521
New +$494K
EDR
523
DELISTED
Education Realty Trust Inc
EDR
$492K 0.02%
14,099
+19
+0.1% +$685
ALKS icon
524
Alkermes
ALKS
$8.25B
$490K 0.02%
+8,943
New +$456K
SDY icon
525
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$489K 0.02%
+5,175
New +$485K
19 20
21
22 23

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BAM
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OSIA
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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.