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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
ISHG icon
626
iShares 1-3 Year International Treasury Bond ETF
ISHG
$827M
$286K 0.01%
3,608
-1,521
-30% -$119K
HRC
627
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$286K 0.01%
2,517
– –
ENB icon
628
Enbridge
ENB
$113B
$284K 0.01%
7,137
+97
+1% +$3.62K
AIZ icon
629
Assurant
AIZ
$14B
$283K 0.01%
2,161
+60
+3% +$7.72K
WOR icon
630
Worthington Enterprises
WOR
$2.8B
$283K 0.01%
+10,874
New +$256K
M icon
631
Macy's
M
$6.48B
$281K 0.01%
16,535
+70
+0.4% +$1.09K
VGK icon
632
Vanguard FTSE Europe ETF
VGK
$31.1B
$278K 0.01%
+4,739
New +$265K
ANAT
633
DELISTED
American National Group, Inc. Common Stock
ANAT
$276K 0.01%
2,348
-3,664
-61% -$434K
CBRE icon
634
CBRE Group
CBRE
$42.5B
$275K 0.01%
4,492
+455
+11% +$25.2K
FITB
635
Fifth Third Bancorp
FITB
$51.9B
$274K 0.01%
8,923
-154
-2% -$4.51K
HCA icon
636
HCA Healthcare
HCA
$89.3B
$271K 0.01%
1,835
+1
+0.1% +$134
RH icon
637
RH
RH
$3.47B
$270K 0.01%
1,266
+11
+0.9% +$2.15K
RYZ
638
Ryerson Holding Corp
RYZ
$1.44B
$269K 0.01%
+22,723
New +$225K
HPQ icon
639
HP
HPQ
$26.7B
$266K 0.01%
12,931
-20,990
-62% -$398K
LTHM
640
DELISTED
Livent Corporation
LTHM
$262K 0.01%
30,674
– –
EPOL icon
641
iShares MSCI Poland ETF
EPOL
$822M
$261K 0.01%
12,375
– –
LBRDK icon
642
Liberty Broadband Class C
LBRDK
$5.2B
$261K 0.01%
2,076
– –
MGC icon
643
Vanguard Morningstar Mega Cap ETF
MGC
$10.4B
$260K 0.01%
2,327
– –
TSLA icon
644
Tesla
TSLA
$1.32T
$260K 0.01%
+9,330
New +$202K
CERN
645
DELISTED
Cerner Corp
CERN
$259K 0.01%
3,524
– –
BP icon
646
BP
BP
$111B
$258K 0.01%
6,843
-9,106
-57% -$346K
MRO
647
DELISTED
Marathon Oil Corporation
MRO
$258K 0.01%
19,006
+107
+0.6% +$1.3K
FVC icon
648
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$110M
$257K 0.01%
+9,302
New +$250K
DRH icon
649
Diamondrock Hospitality Co
DRH
$2.47B
$255K 0.01%
23,056
– –
LEG icon
650
Leggett & Platt
LEG
$1.33B
$254K 0.01%
+4,995
New +$245K
24 25
26
27 28

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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.