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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
IYM icon
551
iShares US Basic Materials ETF
IYM
$1.03B
$417K 0.01%
4,260
– –
TD icon
552
Toronto Dominion Bank
TD
$201B
$417K 0.01%
7,429
-2,470
-25% -$140K
XLI icon
553
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$416K 0.01%
5,108
-490
-9% -$39.1K
FRC
554
DELISTED
First Republic Bank
FRC
$416K 0.01%
3,541
-53
-1% -$5.72K
IGM icon
555
iShares Expanded Tech Sector ETF
IGM
$10.7B
$412K 0.01%
10,206
– –
INFO
556
DELISTED
IHS Markit Ltd. Common Shares
INFO
$411K 0.01%
5,448
+109
+2% +$7.76K
EMN icon
557
Eastman Chemical
EMN
$8.55B
$410K 0.01%
5,171
-19
-0.4% -$1.46K
HBAN icon
558
Huntington Bancshares
HBAN
$35.9B
$410K 0.01%
27,155
-578
-2% -$8.47K
FR icon
559
First Industrial Realty Trust
FR
$8.35B
$409K 0.01%
9,846
– –
ENTG icon
560
Entegris
ENTG
$23B
$408K 0.01%
8,149
+802
+11% +$38.7K
UI icon
561
Ubiquiti
UI
$34.7B
$407K 0.01%
2,153
-11,837
-85% -$1.91M
NUE icon
562
Nucor
NUE
$61.9B
$405K 0.01%
7,191
-66
-0.9% -$3.6K
PODD icon
563
Insulet
PODD
$10B
$404K 0.01%
2,358
+74
+3% +$12.3K
ELS icon
564
Equity Lifestyle Properties
ELS
$12.4B
$401K 0.01%
5,705
-6,231
-52% -$433K
BJRI icon
565
BJ's Restaurants
BJRI
$1.44B
$400K 0.01%
10,547
-277
-3% -$10.6K
SIRI icon
566
SiriusXM
SIRI
$9.61B
$400K 0.01%
5,593
+1
+0% +$67
WMB icon
567
Williams Companies
WMB
$88.4B
$398K 0.01%
16,766
-1,034
-6% -$23.7K
IGIB icon
568
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$394K 0.01%
6,801
+103
+2% +$5.96K
FICO icon
569
Fair Isaac
FICO
$22.4B
$392K 0.01%
1,046
+4
+0.4% +$1.35K
SPSB icon
570
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$392K 0.01%
12,701
+1,239
+11% +$38.2K
ZYXI
571
DELISTED
Zynex
ZYXI
$392K 0.01%
54,721
+34,502
+171% +$303K
MOS icon
572
The Mosaic Company
MOS
$7.34B
$391K 0.01%
18,055
+45
+0.2% +$892
GSK icon
573
GSK
GSK
$102B
$390K 0.01%
6,643
-194
-3% -$10.8K
SNDR icon
574
Schneider National
SNDR
$6.12B
$386K 0.01%
17,696
-495
-3% -$11.1K
BN icon
575
Brookfield
BN
$110B
$385K 0.01%
18,686
-112
-0.6% -$2.23K
21 22
23
24 25

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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.