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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
(+7.2%)
Cap. Flow
+$37.2M
Cap. Flow
% of AUM
1.16%
Top 10 Holdings %
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$10.3M |
| 2 |
Bank of America
BAC
|
+$7.91M |
| 3 |
Equinix
EQIX
|
+$3.92M |
| 4 |
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 |
Capital One
COF
|
+$8.1M |
| 2 |
GE Aerospace
GE
|
+$4.7M |
| 3 |
McDonald's
MCD
|
+$4.27M |
| 4 |
Apple
AAPL
|
+$4.22M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
INVX
651
Innovex International
INVX
$1.97B
| $262K | 0.01% |
+5,500
| New | +$246K |
|
652
Diamondrock Hospitality Co
DRH
$2.56B
| $260K | 0.01% |
23,027
| – | – |
|
653
News Corp Class A
NWSA
$15.4B
| $260K | 0.01% |
16,035
+1,923
| +14% | +$28.8K |
|
654
Fortis
FTS
$28.7B
| $259K | 0.01% |
+7,045
| New | +$260K |
|
655
Ingredion
INGR
$6.58B
| $257K | 0.01% |
+1,835
| New | +$242K |
|
656
Blackstone
BX
$110B
| $255K | 0.01% |
+7,961
| New | +$259K |
|
|
HOLX
657
DELISTED
Hologic
HOLX
| $255K | 0.01% |
5,951
-9,985
| -63% | -$398K |
|
|
BKI
658
DELISTED
Black Knight, Inc. Common Stock
BKI
| $254K | 0.01% |
+5,762
| New | +$260K |
|
659
Skyworks Solutions
SWKS
$10.6B
| $253K | 0.01% |
+2,665
| New | +$278K |
|
660
RLJ Lodging Trust
RLJ
$1.69B
| $251K | 0.01% |
11,443
-56
| -0.5% | -$1.22K |
|
661
Vanguard Short-Term Bond ETF
BSV
$45.6B
| $249K | 0.01% |
+3,146
| New | +$250K |
|
|
GLOP
662
DELISTED
GASLOG PARTNERS LP
GLOP
| $249K | 0.01% |
10,043
| – | – |
|
|
IBKC
663
DELISTED
IBERIABANK Corp
IBKC
| $249K | 0.01% |
+3,219
| New | +$247K |
|
664
Celanese
CE
$4.82B
| $247K | 0.01% |
+2,306
| New | +$245K |
|
665
Campbell Soup
CPB
$6.87B
| $247K | 0.01% |
+5,133
| New | +$244K |
|
666
Waters Corp
WAT
$39.9B
| $247K | 0.01% |
+1,276
| New | +$246K |
|
667
Jack in the Box
JACK
$335M
| $246K | 0.01% |
+2,511
| New | +$255K |
|
|
WCG
668
DELISTED
Wellcare Health Plans, Inc.
WCG
| $246K | 0.01% |
+1,224
| New | +$237K |
|
669
CBRE Group
CBRE
$42.9B
| $245K | 0.01% |
+5,656
| New | +$234K |
|
670
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $244K | 0.01% |
+3,674
| New | +$244K |
|
|
BGC
671
DELISTED
General Cable Corporation
BGC
| $242K | 0.01% |
+8,174
| New | +$193K |
|
672
AutoZone
AZO
$51.1B
| $241K | 0.01% |
+339
| New | +$217K |
|
|
FITB
673
Fifth Third Bancorp
FITB
$51.8B
| $241K | 0.01% |
+7,954
| New | +$232K |
|
674
Amdocs
DOX
$6.22B
| $240K | 0.01% |
+3,659
| New | +$238K |
|
|
SC
675
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $240K | 0.01% |
+12,901
| New | +$216K |
|
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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.