We are live on ! Find out more
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
CME icon
526
CME Group
CME
$93.9B
$435K 0.02%
2,315
+72
+3% +$13.3K
HUBB icon
527
Hubbell
HUBB
$27.3B
$435K 0.02%
4,381
+400
+10% +$43.9K
EMN icon
528
Eastman Chemical
EMN
$8.51B
$433K 0.02%
5,921
-1,790
-23% -$143K
TSM icon
529
TSMC
TSM
$2.19T
$433K 0.02%
11,743
-3,890
-25% -$148K
HR icon
530
Healthcare Realty
HR
$6.6B
$431K 0.01%
+17,027
New +$451K
INN
531
Summit Hotel Properties
INN
$667M
$431K 0.01%
44,304
-14,154
-24% -$160K
ICE icon
532
Intercontinental Exchange
ICE
$84.7B
$430K 0.01%
5,712
-67
-1% -$5.13K
EBIX
533
DELISTED
Ebix Inc
EBIX
$426K 0.01%
10,008
-28,708
-74% -$1.53M
QUOT
534
DELISTED
Quotient Technology Inc
QUOT
$425K 0.01%
+39,778
New +$499K
WCG
535
DELISTED
Wellcare Health Plans, Inc.
WCG
$425K 0.01%
1,800
-171
-9% -$45.8K
CPE
536
DELISTED
Callon Petroleum Company
CPE
$424K 0.01%
6,532
+72
+1% +$6.95K
AAN.A
537
DELISTED
The Aaron's Company Inc Class A
AAN.A
$423K 0.01%
+10,064
New +$423K
APAM icon
538
Artisan Partners
APAM
$3.05B
$422K 0.01%
19,094
+11,346
+146% +$303K
ASPS icon
539
Altisource Portfolio Solutions
ASPS
$65.1M
$416K 0.01%
+2,310
New +$465K
TTP
540
DELISTED
TORTOISE PIPELINE & ENERGY FUND, INC.
TTP
$410K 0.01%
8,250
– –
LLL
541
DELISTED
L3 Technologies, Inc.
LLL
$409K 0.01%
2,356
+233
+11% +$44.9K
SPSB icon
542
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$408K 0.01%
13,533
– –
ASH icon
543
Ashland
ASH
$3.44B
$405K 0.01%
5,703
+238
+4% +$18.4K
FLOT icon
544
iShares Floating Rate Bond ETF
FLOT
$10.5B
$402K 0.01%
7,990
-1,989
-20% -$101K
TMUS icon
545
T-Mobile US
TMUS
$193B
$399K 0.01%
+6,261
New +$420K
TRTN
546
DELISTED
Triton International Limited
TRTN
$399K 0.01%
12,826
– –
CHSP
547
DELISTED
Chesapeake Lodging Trust
CHSP
$398K 0.01%
16,337
– –
KDP icon
548
Keurig Dr Pepper
KDP
$39.1B
$393K 0.01%
+15,323
New +$389K
BBWI icon
549
Bath & Body Works
BBWI
$3.86B
$392K 0.01%
18,901
-1,941
-9% -$48.9K
MDY icon
550
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$387K 0.01%
1,280
+695
+119% +$231K
20 21
22
23 24

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.