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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
DELL icon
501
Dell
DELL
$282B
$517K 0.01%
19,840
-1,593
-7% -$41.4K
POOL icon
502
Pool Corp
POOL
$7.33B
$517K 0.01%
2,435
+1
+0% +$206
VFC icon
503
VF Corp
VFC
$5.83B
$515K 0.01%
5,163
-308
-6% -$27.6K
HST icon
504
Host Hotels & Resorts
HST
$15.4B
$514K 0.01%
27,732
– –
MTN icon
505
Vail Resorts
MTN
$5.3B
$513K 0.01%
2,139
-19
-0.9% -$4.5K
SUSA icon
506
iShares ESG Optimized MSCI USA ETF
SUSA
$4.16B
$513K 0.01%
+7,654
New +$489K
HPE icon
507
Hewlett Packard
HPE
$71.6B
$512K 0.01%
32,252
+1,004
+3% +$16K
MSI icon
508
Motorola Solutions
MSI
$76.7B
$512K 0.01%
3,177
-1,504
-32% -$248K
CAH icon
509
Cardinal Health
CAH
$56.2B
$507K 0.01%
+10,018
New +$517K
BHF icon
510
Brighthouse Financial
BHF
$3.4B
$506K 0.01%
12,886
+437
+4% +$17.2K
AZO icon
511
AutoZone
AZO
$49.9B
$504K 0.01%
423
+2
+0.5% +$2.31K
MTD icon
512
Mettler-Toledo International
MTD
$28.8B
$504K 0.01%
635
+20
+3% +$14.4K
RSG icon
513
Republic Services
RSG
$66.3B
$503K 0.01%
5,610
+835
+17% +$73.1K
ARW icon
514
Arrow Electronics
ARW
$10.5B
$500K 0.01%
5,900
-8,839
-60% -$703K
EXAS
515
DELISTED
Exact Sciences
EXAS
$498K 0.01%
5,379
+1,738
+48% +$153K
SCHG icon
516
Schwab US Large-Cap Growth ETF
SCHG
$62.7B
$490K 0.01%
42,216
+7,680
+22% +$84.6K
VNDA icon
517
Vanda Pharmaceuticals
VNDA
$296M
$487K 0.01%
+29,648
New +$448K
COR
518
DELISTED
Coresite Realty Corporation
COR
$478K 0.01%
4,266
-32
-0.7% -$3.7K
XLU icon
519
State Street Utilities Select Sector SPDR ETF
XLU
$22.6B
$470K 0.01%
14,544
-1,000
-6% -$31.8K
ACHC icon
520
Acadia Healthcare
ACHC
$2.92B
$469K 0.01%
14,124
+308
+2% +$9.65K
TXRH icon
521
Texas Roadhouse
TXRH
$13.9B
$469K 0.01%
8,334
+112
+1% +$6.15K
TCF
522
DELISTED
TCF Financial Corporation Common Stock
TCF
$468K 0.01%
10,009
-202
-2% -$8.38K
EPD icon
523
Enterprise Products Partners
EPD
$82.2B
$465K 0.01%
16,520
-5,822
-26% -$158K
VNO icon
524
Vornado Realty Trust
VNO
$7.33B
$462K 0.01%
6,944
+271
+4% +$17.5K
SCHV
525
Schwab US Large-Cap Value ETF
SCHV
$16.1B
$461K 0.01%
22,980
-804
-3% -$15.6K
19 20
21
22 23

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BAM
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ACI
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ACM
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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.