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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
APAM icon
601
Artisan Partners
APAM
$3.02B
$316K 0.01%
+8,008
New +$297K
MLKN icon
602
MillerKnoll
MLKN
$1.67B
$315K 0.01%
+7,871
New +$276K
VNQ icon
603
Vanguard Real Estate ETF
VNQ
$39.1B
$314K 0.01%
+3,774
New +$316K
IGM icon
604
iShares Expanded Tech Sector ETF
IGM
$10.8B
$313K 0.01%
+11,130
New +$308K
WR
605
DELISTED
Westar Energy Inc
WR
$313K 0.01%
+5,923
New +$319K
NVR icon
606
NVR
NVR
$17B
$312K 0.01%
+89
New +$290K
SPSB icon
607
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$311K 0.01%
10,234
– –
RHT
608
DELISTED
Red Hat Inc
RHT
$311K 0.01%
+2,589
New +$317K
FR icon
609
First Industrial Realty Trust
FR
$8.44B
$310K 0.01%
+9,846
New +$311K
NATI
610
DELISTED
National Instruments Corp
NATI
$306K 0.01%
+7,339
New +$321K
TBT icon
611
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
$305M
$302K 0.01%
+8,950
New +$312K
TREX icon
612
Trex
TREX
$5.01B
$301K 0.01%
+11,104
New +$283K
EXPE icon
613
Expedia Group
EXPE
$37.3B
$299K 0.01%
+2,500
New +$324K
LNT icon
614
Alliant Energy
LNT
$18B
$299K 0.01%
+7,012
New +$306K
THS
615
DELISTED
Treehouse Foods
THS
$294K 0.01%
+5,950
New +$318K
DNKN
616
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$294K 0.01%
+4,555
New +$266K
ASH icon
617
Ashland
ASH
$3.5B
$292K 0.01%
+4,103
New +$283K
KBAL
618
DELISTED
Kimball International
KBAL
$292K 0.01%
15,659
+2,679
+21% +$50.6K
CXT icon
619
Crane NXT
CXT
$3.07B
$291K 0.01%
+9,380
New +$274K
SLAB icon
620
Silicon Laboratories
SLAB
$7.23B
$290K 0.01%
+3,286
New +$295K
AFG icon
621
American Financial Group
AFG
$12.1B
$289K 0.01%
+2,658
New +$279K
AB icon
622
AllianceBernstein
AB
$3.47B
$288K 0.01%
11,498
-2,235
-16% -$56.5K
ZEUS
623
DELISTED
Olympic Steel
ZEUS
$286K 0.01%
13,289
-4,400
-25% -$89.7K
VG
624
DELISTED
Vonage Holdings Corporation
VG
$286K 0.01%
28,158
– –
GNR icon
625
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.87B
$284K 0.01%
+5,779
New +$272K
23 24
25
26 27

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SCC
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BAM
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ACI
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ACM
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MXM
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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.