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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
CINF icon
601
Cincinnati Financial
CINF
$26.5B
$324K 0.01%
3,079
+215
+8% +$23.5K
LEN icon
602
Lennar Class A
LEN
$20.8B
$322K 0.01%
5,971
-207
-3% -$11.8K
RF icon
603
Regions Financial
RF
$26.7B
$322K 0.01%
18,751
-106
-0.6% -$1.75K
BPY
604
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$321K 0.01%
11,933
– –
SON icon
605
Sonoco
SON
$5.7B
$320K 0.01%
+5,189
New +$307K
ATVI
606
DELISTED
Activision Blizzard
ATVI
$319K 0.01%
5,361
+70
+1% +$3.88K
TWLO icon
607
Twilio
TWLO
$39.1B
$316K 0.01%
3,217
-1,292
-29% -$132K
BJ icon
608
BJs Wholesale Club
BJ
$12.1B
$314K 0.01%
13,792
+1,818
+15% +$44.9K
ENV
609
DELISTED
ENVESTNET, INC.
ENV
$314K 0.01%
4,516
+286
+7% +$18.6K
APH icon
610
Amphenol
APH
$211B
$312K 0.01%
11,528
-828
-7% -$21.1K
AUB icon
611
Atlantic Union Bankshares
AUB
$5.98B
$311K 0.01%
8,294
+492
+6% +$18.5K
VV icon
612
Vanguard Morningstar Large-Cap ETF
VV
$54.6B
$311K 0.01%
+2,102
New +$297K
DRE
613
DELISTED
Duke Realty Corp.
DRE
$311K 0.01%
8,961
+200
+2% +$6.91K
R icon
614
Ryder
R
$10B
$310K 0.01%
5,710
-31
-0.5% -$1.61K
LSXMK
615
DELISTED
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
$308K 0.01%
8,398
+35
+0.4% +$1.22K
BX icon
616
Blackstone
BX
$118B
$298K 0.01%
5,327
+821
+18% +$42.6K
NUS icon
617
Nu Skin
NUS
$240M
$297K 0.01%
7,258
+82
+1% +$3.35K
OXY icon
618
Occidental Petroleum
OXY
$58.9B
$296K 0.01%
7,187
-11,465
-61% -$459K
DHI icon
619
D.R. Horton
DHI
$41.5B
$295K 0.01%
5,586
-118
-2% -$6.3K
HII icon
620
Huntington Ingalls Industries
HII
$13.1B
$294K 0.01%
1,173
-83
-7% -$19.7K
SRE icon
621
Sempra
SRE
$55.1B
$293K 0.01%
3,874
+82
+2% +$6.02K
HSIC icon
622
Henry Schein
HSIC
$10B
$292K 0.01%
4,376
+115
+3% +$7.61K
LYB icon
623
LyondellBasell Industries
LYB
$20.5B
$289K 0.01%
3,063
-2,964
-49% -$272K
NDAQ icon
624
Nasdaq
NDAQ
$53.4B
$289K 0.01%
8,100
+6
+0.1% +$204
DG icon
625
Dollar General
DG
$27B
$286K 0.01%
1,833
-26,758
-94% -$4.25M
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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PP
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MXM
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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.