We are live on ! Find out more
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
GBDC icon
576
Golub Capital BDC
GBDC
$3.41B
$355K 0.01%
22,001
+7,222
+49% +$129K
UBNK
577
DELISTED
United Financial Bancorp, Inc.
UBNK
$355K 0.01%
24,189
+11,732
+94% +$185K
GWW icon
578
W.W. Grainger
GWW
$61.6B
$351K 0.01%
1,244
+35
+3% +$10.4K
VOD icon
579
Vodafone
VOD
$36.5B
$348K 0.01%
18,024
-499
-3% -$9.97K
LSXMK
580
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$347K 0.01%
12,340
-1,061
-8% -$32.3K
UA icon
581
Under Armour Class C
UA
$2.29B
$344K 0.01%
+21,270
New +$403K
NTAP icon
582
NetApp
NTAP
$38.8B
$343K 0.01%
5,750
-1,197
-17% -$86.1K
BG icon
583
Bunge Global
BG
$21.5B
$342K 0.01%
6,404
+24
+0.4% +$1.48K
ORLY icon
584
O'Reilly Automotive
ORLY
$75.8B
$342K 0.01%
+14,880
New +$339K
MTD icon
585
Mettler-Toledo International
MTD
$28.7B
$339K 0.01%
600
+2
+0.3% +$1.16K
HF
586
DELISTED
HFF Inc.
HF
$339K 0.01%
10,218
– –
MTDR icon
587
Matador Resources
MTDR
$6.39B
$337K 0.01%
21,751
+3,158
+17% +$79.4K
NATI
588
DELISTED
National Instruments Corp
NATI
$337K 0.01%
7,414
+63
+0.9% +$2.94K
CIM
589
Chimera Investment
CIM
$994M
$336K 0.01%
6,273
-1,151
-16% -$63K
A icon
590
Agilent Technologies
A
$42.2B
$334K 0.01%
4,954
-98
-2% -$6.59K
GME icon
591
GameStop
GME
$8.45B
$332K 0.01%
105,376
-15,028
-12% -$52.6K
CLGX
592
DELISTED
Corelogic, Inc.
CLGX
$332K 0.01%
9,933
-537
-5% -$21.8K
TREX icon
593
Trex
TREX
$5B
$330K 0.01%
11,104
– –
SPYG icon
594
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$328K 0.01%
10,100
+4,226
+72% +$148K
IWN icon
595
iShares Russell 2000 Value ETF
IWN
$14.6B
$325K 0.01%
3,023
-1,014
-25% -$122K
ROP icon
596
Roper Technologies
ROP
$40B
$325K 0.01%
1,222
-17
-1% -$4.81K
STOR
597
DELISTED
STORE Capital Corporation
STOR
$317K 0.01%
11,181
+2,000
+22% +$58.3K
IGM icon
598
iShares Expanded Tech Sector ETF
IGM
$10.7B
$316K 0.01%
11,028
– –
CTSH icon
599
Cognizant
CTSH
$26.4B
$315K 0.01%
4,964
-3,715
-43% -$258K
UGI icon
600
UGI
UGI
$7.27B
$314K 0.01%
5,882
+599
+11% +$33.3K
22 23
24
25 26

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.