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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
TDC icon
551
Teradata
TDC
$2.55B
$426K 0.01%
+11,079
New +$396K
SLF icon
552
Sun Life Financial
SLF
$45.4B
$425K 0.01%
10,305
-100
-1% -$3.99K
EGIO
553
DELISTED
Edgio, Inc. Common Stock
EGIO
$424K 0.01%
+2,405
New +$475K
ICE icon
554
Intercontinental Exchange
ICE
$84.4B
$423K 0.01%
+5,991
New +$411K
DHC
555
Diversified Healthcare Trust
DHC
$2.14B
$422K 0.01%
22,056
-700
-3% -$13.4K
MIK
556
DELISTED
Michaels Stores, Inc
MIK
$422K 0.01%
17,423
-1,837
-10% -$38K
CHL
557
DELISTED
China Mobile Limited
CHL
$417K 0.01%
8,238
-43,014
-84% -$2.16M
VGT icon
558
Vanguard Information Technology ETF
VGT
$149B
$415K 0.01%
+20,152
New +$409K
FIS icon
559
Fidelity National Information Services
FIS
$22.1B
$413K 0.01%
+4,390
New +$413K
DCT
560
DELISTED
DCT Industrial Trust Inc.
DCT
$410K 0.01%
+6,969
New +$413K
IUSV icon
561
iShares Core S&P US Value ETF
IUSV
$27.7B
$403K 0.01%
+7,275
New +$391K
CCEP icon
562
Coca-Cola Europacific Partners
CCEP
$47.9B
$401K 0.01%
10,061
-492
-5% -$19.7K
CIM
563
Chimera Investment
CIM
$1B
$401K 0.01%
7,234
+1,972
+37% +$110K
AGO icon
564
Assured Guaranty
AGO
$3.34B
$399K 0.01%
11,791
-2,781
-19% -$101K
XLU icon
565
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$399K 0.01%
+15,132
New +$415K
IWP icon
566
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$398K 0.01%
+6,602
New +$388K
LLL
567
DELISTED
L3 Technologies, Inc.
LLL
$397K 0.01%
+2,011
New +$383K
AAN.A
568
DELISTED
The Aaron's Company Inc Class A
AAN.A
$394K 0.01%
+9,884
New +$394K
ELME
569
Elme Communities
ELME
$144M
$383K 0.01%
+12,300
New +$399K
TUP
570
DELISTED
Tupperware Brands Corporation
TUP
$383K 0.01%
+6,106
New +$374K
LSXMK
571
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$383K 0.01%
+12,695
New +$403K
K
572
DELISTED
Kellanova
K
$382K 0.01%
+5,979
New +$360K
PBF icon
573
PBF Energy
PBF
$7.31B
$382K 0.01%
+10,770
New +$333K
EFX icon
574
Equifax
EFX
$21.4B
$376K 0.01%
+3,188
New +$358K
MCO icon
575
Moody's
MCO
$82.7B
$375K 0.01%
+2,539
New +$372K
21 22
23
24 25

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BAM
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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.