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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
Cap. Flow
+$37.2M
Cap. Flow %
1.16%
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.3M
2
BAC icon
Bank of America
BAC
+$7.91M
3
EQIX icon
Equinix
EQIX
+$3.92M
4
BWZ icon
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
COF icon
Capital One
COF
+$8.1M
2
GE icon
GE Aerospace
GE
+$4.7M
3
MCD icon
McDonald's
MCD
+$4.27M
4
AAPL icon
Apple
AAPL
+$4.22M
5
UNH icon
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
DRE
676
DELISTED
Duke Realty Corp.
DRE
$239K 0.01%
+8,761
New +$249K
BUD icon
677
AB InBev
BUD
$165B
$238K 0.01%
+2,135
New +$251K
BHP icon
678
BHP
BHP
$230B
$236K 0.01%
+5,764
New +$217K
NTAP icon
679
NetApp
NTAP
$37.2B
$233K 0.01%
+4,219
New +$212K
RCL icon
680
Royal Caribbean
RCL
$85.6B
$233K 0.01%
+1,958
New +$242K
STI
681
DELISTED
SunTrust Banks, Inc.
STI
$233K 0.01%
+3,612
New +$221K
SNDR icon
682
Schneider National
SNDR
$6.25B
$231K 0.01%
+8,105
New +$210K
NDAQ icon
683
Nasdaq
NDAQ
$52.9B
$229K 0.01%
+8,955
New +$226K
ALEX
684
DELISTED
Alexander & Baldwin
ALEX
$227K 0.01%
+8,180
New +$319K
SCHM icon
685
Schwab US Mid-Cap ETF
SCHM
$15.1B
$225K 0.01%
+12,678
New +$219K
POOL icon
686
Pool Corp
POOL
$7.5B
$224K 0.01%
+1,727
New +$210K
CINF icon
687
Cincinnati Financial
CINF
$27.1B
$223K 0.01%
+2,970
New +$221K
NEM icon
688
Newmont
NEM
$119B
$223K 0.01%
+5,937
New +$218K
VVV icon
689
Valvoline
VVV
$4.51B
$223K 0.01%
+8,917
New +$215K
CMS icon
690
CMS Energy
CMS
$22.3B
$221K 0.01%
+4,666
New +$226K
WPC icon
691
W.P. Carey
WPC
$16.4B
$220K 0.01%
+3,269
New +$224K
SPXC icon
692
SPX Corp
SPXC
$10.8B
$219K 0.01%
+6,972
New +$211K
OA
693
DELISTED
Orbital ATK, Inc.
OA
$219K 0.01%
+1,669
New +$221K
APH icon
694
Amphenol
APH
$209B
$217K 0.01%
+9,896
New +$218K
PETS icon
695
PetMed Express
PETS
$42.3M
$217K 0.01%
+4,773
New +$188K
ROP icon
696
Roper Technologies
ROP
$39.8B
$217K 0.01%
+839
New +$215K
RPV icon
697
Invesco S&P 500 Pure Value ETF
RPV
$1.71B
$216K 0.01%
+3,264
New +$208K
UE icon
698
Urban Edge Properties
UE
$2.73B
$216K 0.01%
8,469
-5,912
-41% -$147K
LBRDK icon
699
Liberty Broadband Class C
LBRDK
$5.15B
$212K 0.01%
+2,494
New +$222K
SPN
700
DELISTED
Superior Energy Services, Inc.
SPN
$212K 0.01%
2,206
-250
-10% -$23.2K
26 27
28
29 30

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BAM
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ACI
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ACM
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MXM
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OSIA
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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.