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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
-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
CROX icon
601
Crocs
CROX
$6.39B
$313K 0.01%
12,052
– –
BRC icon
602
Brady Corp
BRC
$4.5B
$312K 0.01%
7,172
– –
SHW icon
603
Sherwin-Williams
SHW
$88.2B
$310K 0.01%
2,355
+237
+11% +$32K
CTXS
604
DELISTED
Citrix Systems Inc
CTXS
$310K 0.01%
3,031
+228
+8% +$24.1K
WAGE
605
DELISTED
WageWorks, Inc.
WAGE
$309K 0.01%
11,401
-305
-3% -$11K
PARA
606
DELISTED
Paramount Global Class B
PARA
$308K 0.01%
7,052
-3,163
-31% -$168K
ACHC icon
607
Acadia Healthcare
ACHC
$2.93B
$306K 0.01%
11,885
+1,056
+10% +$36.5K
APLE icon
608
Apple Hospitality REIT
APLE
$3.7B
$305K 0.01%
21,333
– –
PANW icon
609
Palo Alto Networks
PANW
$312B
$303K 0.01%
9,660
-1,872
-16% -$58.4K
AMRX icon
610
Amneal Pharmaceuticals
AMRX
$5.58B
$302K 0.01%
22,300
+11,384
+104% +$205K
SIRI icon
611
SiriusXM
SIRI
$9.66B
$302K 0.01%
5,283
-30
-0.6% -$1.82K
HCA icon
612
HCA Healthcare
HCA
$89.2B
$298K 0.01%
2,397
+426
+22% +$57.2K
HIG icon
613
Hartford Financial Services
HIG
$38.4B
$292K 0.01%
6,560
-589
-8% -$26.5K
MRO
614
DELISTED
Marathon Oil Corporation
MRO
$291K 0.01%
20,273
-1,575
-7% -$28.1K
WPC icon
615
W.P. Carey
WPC
$16B
$287K 0.01%
4,479
+401
+10% +$26.1K
UNVR
616
DELISTED
Univar Solutions Inc.
UNVR
$286K 0.01%
+16,148
New +$374K
FR icon
617
First Industrial Realty Trust
FR
$8.31B
$284K 0.01%
9,846
– –
MGK icon
618
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.8B
$284K 0.01%
13,265
– –
ELME
619
Elme Communities
ELME
$143M
$283K 0.01%
12,295
– –
IYR icon
620
iShares US Real Estate ETF
IYR
$4.49B
$282K 0.01%
3,766
-191
-5% -$15K
TWLO icon
621
Twilio
TWLO
$39.2B
$280K 0.01%
3,135
+789
+34% +$64.1K
SPN
622
DELISTED
Superior Energy Services, Inc.
SPN
$280K 0.01%
8,350
+4,169
+100% +$290K
CNQ icon
623
Canadian Natural Resources
CNQ
$98B
$279K 0.01%
23,681
-57,311
-71% -$770K
DRH icon
624
Diamondrock Hospitality Co
DRH
$2.47B
$274K 0.01%
30,225
– –
MGPI icon
625
MGP Ingredients
MGPI
$381M
$272K 0.01%
+4,771
New +$322K
23 24
25
26 27

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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.