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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
ACHC icon
626
Acadia Healthcare
ACHC
$2.94B
$282K 0.01%
+8,643
New +$299K
QCP
627
DELISTED
Quality Care Properties, Inc.
QCP
$280K 0.01%
20,279
-626
-3% -$9.56K
AON icon
628
Aon
AON
$76B
$279K 0.01%
+2,079
New +$296K
HTLD icon
629
Heartland Express
HTLD
$956M
$276K 0.01%
11,847
-14,348
-55% -$324K
WAL icon
630
Western Alliance Bancorporation
WAL
$8.87B
$274K 0.01%
+4,843
New +$270K
WU icon
631
Western Union
WU
$2.21B
$274K 0.01%
14,384
-77
-0.5% -$1.51K
QEP
632
DELISTED
QEP RESOURCES, INC.
QEP
$274K 0.01%
28,626
-283
-1% -$2.56K
LPSN icon
633
LivePerson
LPSN
$32.3M
$273K 0.01%
1,584
+26
+2% +$4.87K
PDCE
634
DELISTED
PDC Energy, Inc.
PDCE
$273K 0.01%
+5,291
New +$251K
BRC icon
635
Brady Corp
BRC
$4.57B
$272K 0.01%
+7,172
New +$276K
SIRI icon
636
SiriusXM
SIRI
$10.1B
$272K 0.01%
5,074
-148
-3% -$8.18K
ALNY icon
637
Alnylam Pharmaceuticals
ALNY
$29.3B
$271K 0.01%
+2,130
New +$268K
PPL
638
PPL Corp
PPL
$26.7B
$271K 0.01%
+8,768
New +$315K
RPG icon
639
Invesco S&P 500 Pure Growth ETF
RPG
$2.04B
$270K 0.01%
+12,895
New +$268K
RRX icon
640
Regal Rexnord
RRX
$11.9B
$270K 0.01%
+3,518
New +$274K
KDP icon
641
Keurig Dr Pepper
KDP
$40.8B
$269K 0.01%
+2,774
New +$249K
PNW icon
642
Pinnacle West Capital
PNW
$12.2B
$268K 0.01%
+3,146
New +$278K
XLB icon
643
State Street Materials Select Sector SPDR ETF
XLB
$8.66B
$268K 0.01%
+8,860
New +$261K
LOGM
644
DELISTED
LogMein, Inc.
LOGM
$268K 0.01%
+2,342
New +$275K
MTDR icon
645
Matador Resources
MTDR
$6.09B
$264K 0.01%
+8,467
New +$232K
SPYG icon
646
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.4B
$264K 0.01%
+7,997
New +$258K
JCI icon
647
Johnson Controls International
JCI
$92.2B
$263K 0.01%
6,901
-6,838
-50% -$267K
XNTK icon
648
State Street SPDR NYSE Technology ETF
XNTK
$2.23B
$263K 0.01%
+3,135
New +$261K
BAC.WS.A
649
DELISTED
Bank Of America Corporation Ws A
BAC.WS.A
$263K 0.01%
+15,000
New +$233K
AIG icon
650
American International
AIG
$41.3B
$262K 0.01%
4,397
-8,297
-65% -$510K
24 25
26
27 28

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IA
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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 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.