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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
-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
CHCT
651
Community Healthcare Trust
CHCT
$434M
$242K 0.01%
8,400
– –
SNDR icon
652
Schneider National
SNDR
$6.19B
$240K 0.01%
12,852
+832
+7% +$17.8K
WEN icon
653
Wendy's
WEN
$1.4B
$240K 0.01%
+15,368
New +$262K
VGIT icon
654
Vanguard Intermediate-Term Treasury ETF
VGIT
$42.4B
$239K 0.01%
+3,770
New +$235K
MLKN icon
655
MillerKnoll
MLKN
$1.65B
$238K 0.01%
7,871
– –
UBA
656
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$238K 0.01%
+12,389
New +$250K
JKHY icon
657
Jack Henry & Associates
JKHY
$10.9B
$235K 0.01%
1,856
+393
+27% +$55.8K
TRIP icon
658
TripAdvisor
TRIP
$1.28B
$235K 0.01%
+4,370
New +$242K
FITB
659
Fifth Third Bancorp
FITB
$51.7B
$234K 0.01%
9,992
+1,728
+21% +$45.5K
SPYV icon
660
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$232K 0.01%
+8,541
New +$251K
REGN icon
661
Regeneron Pharmaceuticals
REGN
$82.9B
$230K 0.01%
615
-26
-4% -$9.52K
GPN icon
662
Global Payments
GPN
$22.8B
$229K 0.01%
2,225
– –
LQD icon
663
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$228K 0.01%
+2,023
New +$227K
PBD icon
664
Invesco Global Clean Energy ETF
PBD
$193M
$228K 0.01%
+21,934
New +$243K
MIK
665
DELISTED
Michaels Stores, Inc
MIK
$227K 0.01%
16,729
-166
-1% -$2.63K
AFG icon
666
American Financial Group
AFG
$11.9B
$226K 0.01%
2,494
-131
-5% -$13.1K
NDAQ icon
667
Nasdaq
NDAQ
$53.4B
$224K 0.01%
8,226
+9
+0.1% +$256
VTI icon
668
Vanguard Morningstar Total Stock Market ETF
VTI
$692B
$224K 0.01%
1,761
-191
-10% -$26.4K
RPG icon
669
Invesco S&P 500 Pure Growth ETF
RPG
$2.05B
$222K 0.01%
11,150
-100
-0.9% -$2.15K
KBAL
670
DELISTED
Kimball International
KBAL
$222K 0.01%
15,659
– –
AZO icon
671
AutoZone
AZO
$50.4B
$221K 0.01%
+264
New +$212K
AKAM icon
672
Akamai
AKAM
$17B
$215K 0.01%
3,523
+68
+2% +$4.52K
WASH icon
673
Washington Trust Bancorp
WASH
$739M
$212K 0.01%
4,450
– –
APH icon
674
Amphenol
APH
$211B
$211K 0.01%
10,404
-408
-4% -$8.76K
USG
675
DELISTED
Usg
USG
$211K 0.01%
4,956
+21
+0.4% +$898
25 26
27
28 29

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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.