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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
CHCT
576
Community Healthcare Trust
CHCT
$435M
$385K 0.01%
8,974
– –
MTB icon
577
M&T Bank
MTB
$36.5B
$383K 0.01%
2,256
-5,115
-69% -$830K
MLKN icon
578
MillerKnoll
MLKN
$1.64B
$382K 0.01%
9,161
– –
WEC icon
579
WEC Energy
WEC
$34.5B
$382K 0.01%
4,138
+490
+13% +$44.7K
MANH icon
580
Manhattan Associates
MANH
$11.5B
$372K 0.01%
4,668
-10,599
-69% -$843K
IYR icon
581
iShares US Real Estate ETF
IYR
$4.49B
$369K 0.01%
3,966
– –
KLAC icon
582
KLA
KLAC
$261B
$368K 0.01%
20,640
+710
+4% +$11.9K
DK icon
583
Delek US
DK
$3.88B
$365K 0.01%
10,894
-23
-0.2% -$829
CIM
584
Chimera Investment
CIM
$999M
$361K 0.01%
5,854
+189
+3% +$11.5K
NTRS icon
585
Northern Trust
NTRS
$34.5B
$361K 0.01%
3,394
+9
+0.3% +$921
RPG icon
586
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$360K 0.01%
14,190
-1,365
-9% -$33.2K
GWW icon
587
W.W. Grainger
GWW
$61.2B
$359K 0.01%
1,059
-1
-0.1% -$317
MTDR icon
588
Matador Resources
MTDR
$6.47B
$359K 0.01%
19,956
+574
+3% +$8.58K
SRC
589
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$359K 0.01%
7,290
– –
VT icon
590
Vanguard Total World Stock ETF
VT
$81.3B
$356K 0.01%
4,400
– –
MTCH icon
591
Match Group
MTCH
$8.53B
$353K 0.01%
4,298
-65,690
-94% -$4.78M
JAZZ icon
592
Jazz Pharmaceuticals
JAZZ
$16.2B
$351K 0.01%
2,348
+80
+4% +$10.9K
LECO icon
593
Lincoln Electric
LECO
$15.5B
$350K 0.01%
3,617
-1,878
-34% -$171K
LOPE icon
594
Grand Canyon Education
LOPE
$3.83B
$341K 0.01%
3,560
-41
-1% -$3.78K
KHC icon
595
Kraft Heinz
KHC
$29.3B
$339K 0.01%
+10,561
New +$320K
ROP icon
596
Roper Technologies
ROP
$39.8B
$337K 0.01%
950
-30
-3% -$10.4K
IYH icon
597
iShares US Healthcare ETF
IYH
$3.76B
$329K 0.01%
7,625
– –
MGK icon
598
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$329K 0.01%
11,290
– –
PANW icon
599
Palo Alto Networks
PANW
$312B
$327K 0.01%
8,478
– –
UBA
600
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$325K 0.01%
13,098
+600
+5% +$14.4K
22 23
24
25 26

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BAM
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ACI
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ACM
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OSIA
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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.