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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
BR icon
526
Broadridge
BR
$19.5B
$460K 0.01%
3,727
– –
KEX icon
527
Kirby Corp
KEX
$7B
$459K 0.01%
5,131
+42
+0.8% +$3.48K
PINC
528
DELISTED
Premier
PINC
$459K 0.01%
12,119
-796
-6% -$28K
BERY
529
DELISTED
Berry Global Group, Inc.
BERY
$458K 0.01%
10,507
+203
+2% +$8.04K
HIG icon
530
Hartford Financial Services
HIG
$38.1B
$457K 0.01%
7,524
+1,037
+16% +$62.2K
ORLY icon
531
O'Reilly Automotive
ORLY
$74.9B
$457K 0.01%
15,630
+525
+3% +$15K
GMS
532
DELISTED
GMS Inc
GMS
$454K 0.01%
+16,928
New +$497K
ULTA icon
533
Ulta Beauty
ULTA
$23.3B
$453K 0.01%
1,791
-2,450
-58% -$599K
CME icon
534
CME Group
CME
$93.2B
$449K 0.01%
2,236
+16
+0.7% +$3.28K
UPBD icon
535
Upbound Group
UPBD
$1.11B
$449K 0.01%
15,587
-68,091
-81% -$1.78M
EFX icon
536
Equifax
EFX
$21.4B
$448K 0.01%
3,200
+100
+3% +$13.9K
MINT icon
537
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$447K 0.01%
4,400
+78
+2% +$7.93K
QRVO icon
538
Qorvo
QRVO
$8.53B
$446K 0.01%
+3,834
New +$371K
ES icon
539
Eversource Energy
ES
$26.8B
$442K 0.01%
5,201
+371
+8% +$30.9K
JRVR icon
540
James River Group Holdings
JRVR
$194M
$438K 0.01%
10,620
-1,610
-13% -$63.3K
ADM icon
541
Archer Daniels Midland
ADM
$38.8B
$436K 0.01%
9,414
-24,204
-72% -$1.03M
VRS
542
DELISTED
Verso Corporation
VRS
$434K 0.01%
24,057
-73,418
-75% -$1.18M
A icon
543
Agilent Technologies
A
$42.2B
$433K 0.01%
5,077
+1,126
+28% +$88.6K
ISRG icon
544
Intuitive Surgical
ISRG
$142B
$430K 0.01%
2,181
– –
SHW icon
545
Sherwin-Williams
SHW
$88.5B
$425K 0.01%
2,184
-87
-4% -$16.6K
ICE icon
546
Intercontinental Exchange
ICE
$84.9B
$424K 0.01%
4,583
-3
-0.1% -$278
ASH icon
547
Ashland
ASH
$3.42B
$423K 0.01%
5,527
– –
VGT icon
548
Vanguard Information Technology ETF
VGT
$147B
$423K 0.01%
13,816
– –
TROW icon
549
T. Rowe Price
TROW
$24.3B
$420K 0.01%
3,444
+74
+2% +$8.74K
TSLA icon
550
CALL
Tesla
TSLA
$1.31T
$418K 0.01%
+15,000
New +$325K
20 21
22
23 24

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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.