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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
PGEM
576
DELISTED
Ply Gem Holdings, Inc.
PGEM
$375K 0.01%
20,286
– –
UNM icon
577
Unum
UNM
$14.3B
$369K 0.01%
+6,735
New +$362K
SHO icon
578
Sunstone Hotel Investors
SHO
$2.06B
$367K 0.01%
22,200
+119
+0.5% +$1.97K
IWN icon
579
iShares Russell 2000 Value ETF
IWN
$14.6B
$363K 0.01%
+2,887
New +$361K
TNL icon
580
Travel + Leisure Co
TNL
$4.7B
$363K 0.01%
+6,944
New +$344K
VTI icon
581
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$363K 0.01%
+2,641
New +$353K
EQC
582
DELISTED
Equity Commonwealth
EQC
$359K 0.01%
11,757
+123
+1% +$3.73K
IYR icon
583
iShares US Real Estate ETF
IYR
$4.57B
$357K 0.01%
+4,405
New +$358K
SKX
584
DELISTED
Skechers
SKX
$354K 0.01%
+9,347
New +$303K
SNI
585
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$354K 0.01%
+4,152
New +$343K
SCHO icon
586
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$349K 0.01%
+13,960
New +$350K
VEA icon
587
Vanguard FTSE Developed Markets ETF
VEA
$237B
$346K 0.01%
7,720
-2,293
-23% -$101K
WRLD icon
588
World Acceptance Corp
WRLD
$873M
$344K 0.01%
+4,260
New +$343K
ANAT
589
DELISTED
American National Group, Inc. Common Stock
ANAT
$344K 0.01%
+2,679
New +$328K
CME icon
590
CME Group
CME
$94.8B
$343K 0.01%
+2,353
New +$335K
VGK icon
591
Vanguard FTSE Europe ETF
VGK
$31.1B
$341K 0.01%
+5,767
New +$337K
MRO
592
DELISTED
Marathon Oil Corporation
MRO
$341K 0.01%
20,163
-1,392
-6% -$20.7K
CMP icon
593
Compass Minerals
CMP
$1.15B
$340K 0.01%
+4,696
New +$316K
NTRS icon
594
Northern Trust
NTRS
$33.9B
$340K 0.01%
+3,400
New +$324K
AIZ icon
595
Assurant
AIZ
$14.3B
$333K 0.01%
+3,309
New +$327K
AKAM icon
596
Akamai
AKAM
$15.9B
$333K 0.01%
+5,115
New +$283K
COR icon
597
Cencora
COR
$61.2B
$331K 0.01%
+3,605
New +$298K
MGK icon
598
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.9B
$329K 0.01%
+14,765
New +$322K
PINC
599
DELISTED
Premier
PINC
$328K 0.01%
11,256
+534
+5% +$16.5K
RHP icon
600
Ryman Hospitality Properties
RHP
$7.63B
$323K 0.01%
+4,687
New +$313K
22 23
24
25 26

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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.