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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
PBF icon
501
PBF Energy
PBF
$8.21B
$515K 0.02%
15,774
+1,309
+9% +$52.8K
MORN icon
502
Morningstar
MORN
$7.46B
$506K 0.02%
4,607
-310
-6% -$36.3K
TT icon
503
Trane Technologies
TT
$106B
$505K 0.02%
5,529
+105
+2% +$10.3K
RPD icon
504
Rapid7
RPD
$912M
$504K 0.02%
16,180
+9,177
+131% +$300K
AGO icon
505
Assured Guaranty
AGO
$3.35B
$501K 0.02%
13,096
+2,226
+20% +$88.9K
IXJ icon
506
iShares Global Healthcare ETF
IXJ
$4.23B
$498K 0.02%
8,782
-616
-7% -$36.9K
XLB icon
507
State Street Materials Select Sector SPDR ETF
XLB
$8.69B
$498K 0.02%
19,720
+7,620
+63% +$203K
HLNE icon
508
Hamilton Lane
HLNE
$5.75B
$497K 0.02%
13,435
– –
WAL icon
509
Western Alliance Bancorporation
WAL
$8.88B
$493K 0.02%
12,481
+4,099
+49% +$194K
AR icon
510
Antero Resources
AR
$11.6B
$489K 0.02%
+52,059
New +$770K
BR icon
511
Broadridge
BR
$19.8B
$489K 0.02%
5,077
-277
-5% -$30K
RY icon
512
Royal Bank of Canada
RY
$293B
$489K 0.02%
7,139
+1,528
+27% +$112K
GT icon
513
Goodyear
GT
$1.77B
$485K 0.02%
23,753
-1,296
-5% -$28.1K
AD
514
Array Digital Infrastructure
AD
$3.05B
$484K 0.02%
+9,316
New +$477K
DISCK
515
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$483K 0.02%
20,968
+5,086
+32% +$142K
IPG
516
DELISTED
Interpublic Group of Companies
IPG
$479K 0.02%
23,195
– –
JRVR icon
517
James River Group Holdings
JRVR
$193M
$479K 0.02%
13,106
+591
+5% +$22.5K
DEA
518
Easterly Government Properties
DEA
$1.14B
$476K 0.02%
12,158
-293
-2% -$13K
AYR
519
DELISTED
Aircastle Ltd
AYR
$465K 0.02%
26,980
+2,192
+9% +$41.7K
ALL icon
520
Allstate
ALL
$67.4B
$457K 0.02%
5,519
-236
-4% -$21.2K
KBE icon
521
State Street SPDR S&P Bank ETF
KBE
$1.73B
$443K 0.02%
11,862
-1,000
-8% -$42.4K
AME icon
522
Ametek
AME
$58.5B
$442K 0.02%
6,523
+3,124
+92% +$224K
WMB icon
523
Williams Companies
WMB
$88.7B
$442K 0.02%
20,055
-5,318
-21% -$133K
RYN icon
524
Rayonier
RYN
$6.5B
$440K 0.02%
17,522
– –
WRLD icon
525
World Acceptance Corp
WRLD
$869M
$436K 0.02%
4,260
– –
19 20
21
22 23

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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.