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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
-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
PE
551
DELISTED
PARSLEY ENERGY INC
PE
$386K 0.01%
24,209
+7,010
+41% +$160K
EGP icon
552
EastGroup Properties
EGP
$10.8B
$385K 0.01%
+4,190
New +$404K
AVGO icon
553
Broadcom
AVGO
$2.01T
$383K 0.01%
15,040
+400
+3% +$9.44K
TFCF
554
DELISTED
Twenty-First Century Fox, Inc. Class B
TFCF
$382K 0.01%
7,976
+3,182
+66% +$150K
REZI icon
555
Resideo Technologies
REZI
$3.65B
$381K 0.01%
+18,568
New +$396K
CNK icon
556
Cinemark Holdings
CNK
$4.33B
$380K 0.01%
10,627
-11,513
-52% -$455K
OHI icon
557
Omega Healthcare
OHI
$13.9B
$379K 0.01%
+10,771
New +$374K
KIM icon
558
Kimco Realty
KIM
$16.1B
$376K 0.01%
25,698
-15,636
-38% -$245K
MCO icon
559
Moody's
MCO
$82.7B
$371K 0.01%
2,647
+1
+0% +$151
SPIB icon
560
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$371K 0.01%
+11,221
New +$370K
IYM icon
561
iShares US Basic Materials ETF
IYM
$1.03B
$370K 0.01%
4,410
-1,400
-24% -$125K
GHDX
562
DELISTED
Genomic Health, Inc.
GHDX
$368K 0.01%
5,711
+209
+4% +$14.7K
HAL icon
563
Halliburton
HAL
$28.1B
$367K 0.01%
13,833
-7,458
-35% -$252K
IGV icon
564
iShares Expanded Tech-Software Sector ETF
IGV
$14.9B
$363K 0.01%
10,460
– –
MOS icon
565
The Mosaic Company
MOS
$7.38B
$363K 0.01%
+12,427
New +$409K
NTRS icon
566
Northern Trust
NTRS
$34.5B
$363K 0.01%
4,351
– –
GAP
567
The Gap Inc
GAP
$7.6B
$363K 0.01%
14,103
-2,562
-15% -$68.5K
TROW icon
568
T. Rowe Price
TROW
$24.3B
$361K 0.01%
3,903
-79
-2% -$7.67K
KEX icon
569
Kirby Corp
KEX
$7B
$360K 0.01%
5,335
+159
+3% +$11.8K
RHP icon
570
Ryman Hospitality Properties
RHP
$7.58B
$359K 0.01%
+5,387
New +$404K
WK icon
571
Workiva
WK
$3.76B
$359K 0.01%
+10,000
New +$351K
XLI icon
572
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$359K 0.01%
5,586
-376
-6% -$26.6K
RDC
573
DELISTED
Rowan Companies Plc
RDC
$359K 0.01%
42,733
+3,269
+8% +$48K
AL
574
DELISTED
Air Lease Corp
AL
$358K 0.01%
11,838
+6,437
+119% +$246K
RS icon
575
Reliance Steel & Aluminium
RS
$21.8B
$358K 0.01%
+5,026
New +$397K
21 22
23
24 25

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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.