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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
DBO icon
526
Invesco DB Oil Fund
DBO
$366M
$487K 0.02%
47,979
-1,383
-3% -$13K
CUZ icon
527
Cousins Properties
CUZ
$4.88B
$484K 0.02%
13,080
+8,767
+203% +$324K
TRTN
528
DELISTED
Triton International Limited
TRTN
$480K 0.02%
12,826
– –
CZR icon
529
Caesars Entertainment
CZR
$6.14B
$476K 0.01%
14,366
– –
HLNE icon
530
Hamilton Lane
HLNE
$5.57B
$475K 0.01%
+13,435
New +$414K
WASH icon
531
Washington Trust Bancorp
WASH
$741M
$466K 0.01%
+8,750
New +$485K
HPE icon
532
Hewlett Packard
HPE
$70.5B
$464K 0.01%
32,287
-1,418
-4% -$20.1K
IDCC icon
533
InterDigital
IDCC
$8.89B
$459K 0.01%
+6,033
New +$451K
HIG icon
534
Hartford Financial Services
HIG
$39.3B
$458K 0.01%
+8,140
New +$454K
TRNO icon
535
Terreno Realty
TRNO
$7.49B
$455K 0.01%
+12,965
New +$477K
BR icon
536
Broadridge
BR
$19B
$454K 0.01%
+5,006
New +$437K
GME icon
537
GameStop
GME
$8.6B
$452K 0.01%
+100,768
New +$470K
GXP
538
DELISTED
Great Plains Energy Incorporated
GXP
$447K 0.01%
13,873
-274
-2% -$9.01K
ESS icon
539
Essex Property Trust
ESS
$18.5B
$443K 0.01%
+1,835
New +$463K
SKYW icon
540
Skywest
SKYW
$4.34B
$443K 0.01%
+8,347
New +$409K
MKC icon
541
McCormick & Company Non-Voting
MKC
$14.2B
$442K 0.01%
+8,678
New +$432K
AEG icon
542
Aegon
AEG
$14.1B
$436K 0.01%
85,223
-349,565
-80% -$1.7M
INTU icon
543
Intuit
INTU
$89B
$436K 0.01%
+2,763
New +$421K
JRVR icon
544
James River Group Holdings
JRVR
$217M
$434K 0.01%
10,865
+250
+2% +$10.1K
WFT
545
DELISTED
Weatherford International plc
WFT
$434K 0.01%
+104,027
New +$384K
BJRI icon
546
BJ's Restaurants
BJRI
$1.48B
$433K 0.01%
11,900
-305
-2% -$10.2K
BPOP icon
547
Popular Inc
BPOP
$11.1B
$432K 0.01%
12,183
-18,904
-61% -$653K
MTD icon
548
Mettler-Toledo International
MTD
$28.6B
$430K 0.01%
+694
New +$444K
BG icon
549
Bunge Global
BG
$20.8B
$428K 0.01%
+6,380
New +$434K
TT icon
550
Trane Technologies
TT
$106B
$428K 0.01%
+4,792
New +$422K
20 21
22
23 24

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BAM
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ACI
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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.