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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
SPXC icon
651
SPX Corp
SPXC
$10.6B
$254K 0.01%
+4,998
New +$228K
APAM icon
652
Artisan Partners
APAM
$3B
$253K 0.01%
7,832
-202
-3% -$5.83K
TPR icon
653
Tapestry
TPR
$33.3B
$253K 0.01%
9,378
-23,682
-72% -$617K
TDS icon
654
Telephone and Data Systems
TDS
$3.88B
$252K 0.01%
9,903
-1,245
-11% -$30.5K
COR icon
655
Cencora
COR
$62B
$251K 0.01%
2,951
+18
+0.6% +$1.54K
LII icon
656
Lennox International
LII
$14.6B
$251K 0.01%
1,027
-3,130
-75% -$776K
KIM icon
657
Kimco Realty
KIM
$16.2B
$249K 0.01%
12,016
-199
-2% -$4.17K
XYL icon
658
Xylem
XYL
$28.3B
$249K 0.01%
3,164
-2,772
-47% -$216K
AKAM icon
659
Akamai
AKAM
$16.9B
$248K 0.01%
2,869
-3
-0.1% -$262
SPTS icon
660
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.1B
$248K 0.01%
+8,291
New +$249K
BMY.RT
661
DELISTED
Bristol-Myers Squibb Company Contingent Value Rights
BMY.RT
$246K 0.01%
+82,206
New +$214K
JEF icon
662
Jefferies Financial Group
JEF
$12.8B
$245K 0.01%
+11,990
New +$227K
ILMN icon
663
Illumina
ILMN
$29B
$243K 0.01%
+751
New +$228K
OKTA icon
664
Okta
OKTA
$26.2B
$243K 0.01%
2,102
-772
-27% -$88.9K
TSCO icon
665
Tractor Supply
TSCO
$18B
$241K 0.01%
12,880
-270
-2% -$5.12K
ACM icon
666
Aecom
ACM
$9.42B
$240K 0.01%
+5,565
New +$231K
CBSH icon
667
Commerce Bancshares
CBSH
$8.41B
$240K 0.01%
4,724
-115
-2% -$5.37K
MTG icon
668
MGIC Investment
MTG
$6.21B
$240K 0.01%
16,950
+224
+1% +$3.1K
CATC
669
DELISTED
CAMBRIDGE BANCORP
CATC
$239K 0.01%
2,984
– –
ASPS icon
670
Altisource Portfolio Solutions
ASPS
$63.3M
$231K 0.01%
1,496
– –
BLD
671
DELISTED
TopBuild
BLD
$231K 0.01%
2,239
– –
PARA
672
DELISTED
Paramount Global Class B
PARA
$231K 0.01%
+5,525
New +$214K
CXT icon
673
Crane NXT
CXT
$2.96B
$228K 0.01%
7,612
+26
+0.3% +$740
EQIX icon
674
Equinix
EQIX
$103B
$228K 0.01%
390
-36
-8% -$20.2K
LSCC icon
675
Lattice Semiconductor
LSCC
$18.2B
$227K 0.01%
11,888
-21,664
-65% -$416K
25 26
27
28 29

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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 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.