We are live on ! Find out more
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
EBS icon
626
Emergent Biosolutions
EBS
$229M
$271K 0.01%
4,575
– –
LNT icon
627
Alliant Energy
LNT
$17.7B
$270K 0.01%
6,396
-2
-0% -$88
RMR icon
628
The RMR Group
RMR
$335M
$268K 0.01%
5,057
– –
FCX icon
629
Freeport-McMoran
FCX
$98.7B
$267K 0.01%
25,954
-3,669
-12% -$42.8K
IWP icon
630
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$265K 0.01%
4,660
-2,062
-31% -$125K
SWIR
631
DELISTED
Sierra Wireless
SWIR
$265K 0.01%
19,700
-70
-0.4% -$1.17K
CMG icon
632
Chipotle Mexican Grill
CMG
$40.7B
$264K 0.01%
+30,600
New +$277K
GVI icon
633
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
$264K 0.01%
2,444
-147
-6% -$15.7K
TDC icon
634
Teradata
TDC
$2.58B
$264K 0.01%
6,889
-2,259
-25% -$82.6K
ENB icon
635
Enbridge
ENB
$112B
$263K 0.01%
8,470
-673
-7% -$21.6K
SCHG icon
636
Schwab US Large-Cap Growth ETF
SCHG
$63B
$261K 0.01%
30,312
+3,576
+13% +$33.3K
VEA icon
637
Vanguard FTSE Developed Markets ETF
VEA
$236B
$261K 0.01%
7,040
+1,335
+23% +$52.9K
BN icon
638
Brookfield
BN
$109B
$258K 0.01%
+18,862
New +$281K
MOH icon
639
Molina Healthcare
MOH
$10.4B
$258K 0.01%
+2,217
New +$291K
VRE
640
DELISTED
Veris Residential
VRE
$258K 0.01%
+13,152
New +$269K
INFO
641
DELISTED
IHS Markit Ltd. Common Shares
INFO
$253K 0.01%
5,260
+1,285
+32% +$65.7K
VVC
642
DELISTED
Vectren Corporation
VVC
$251K 0.01%
3,481
-125
-3% -$8.96K
CINF icon
643
Cincinnati Financial
CINF
$26.7B
$250K 0.01%
3,228
-118
-4% -$9.18K
COR icon
644
Cencora
COR
$62B
$245K 0.01%
3,287
-44
-1% -$3.79K
HBAN icon
645
Huntington Bancshares
HBAN
$35.6B
$245K 0.01%
20,585
-60,511
-75% -$840K
MED icon
646
Medifast
MED
$135M
$245K 0.01%
+1,957
New +$335K
LEN icon
647
Lennar Class A
LEN
$20.6B
$244K 0.01%
6,435
+635
+11% +$25.9K
CDK
648
DELISTED
CDK Global, Inc.
CDK
$244K 0.01%
5,092
-428
-8% -$22.6K
WEC icon
649
WEC Energy
WEC
$34.6B
$243K 0.01%
3,508
-35
-1% -$2.46K
TIER
650
DELISTED
TIER REIT, Inc.
TIER
$243K 0.01%
11,771
– –
24 25
26
27 28

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.