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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
DIA icon
676
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$210K 0.01%
900
+100
+13% +$25K
W icon
677
Wayfair
W
$14.1B
$210K 0.01%
2,331
-219
-9% -$23K
BPYU
678
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$209K 0.01%
+12,958
New +$236K
LW icon
679
Lamb Weston
LW
$7.12B
$208K 0.01%
+2,831
New +$217K
HRC
680
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$207K 0.01%
2,343
-287
-11% -$26.1K
CNP icon
681
CenterPoint Energy
CNP
$26.4B
$205K 0.01%
7,240
-656
-8% -$18.3K
GWR
682
DELISTED
Genesee & Wyoming Inc.
GWR
$205K 0.01%
2,772
-2,641
-49% -$212K
AIZ icon
683
Assurant
AIZ
$14.2B
$204K 0.01%
2,277
+35
+2% +$3.42K
EXPD icon
684
Expeditors International
EXPD
$23.3B
$204K 0.01%
3,004
– –
SAM icon
685
Boston Beer
SAM
$1.86B
$204K 0.01%
848
-11
-1% -$3.08K
WAT icon
686
Waters Corp
WAT
$40.4B
$204K 0.01%
1,083
-45
-4% -$8.55K
MCK icon
687
McKesson
MCK
$103B
$203K 0.01%
1,836
-2,083
-53% -$260K
DRE
688
DELISTED
Duke Realty Corp.
DRE
$203K 0.01%
+7,847
New +$218K
GLOP
689
DELISTED
GASLOG PARTNERS LP
GLOP
$199K 0.01%
10,043
– –
ABEV icon
690
Ambev
ABEV
$45.4B
$195K 0.01%
49,810
+1,653
+3% +$7.06K
BPY
691
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
$194K 0.01%
12,065
-68
-0.6% -$1.24K
MPX
692
DELISTED
Marine Products Corp
MPX
$190K 0.01%
11,215
– –
TPH
693
DELISTED
Tri Pointe Homes
TPH
$178K 0.01%
+16,300
New +$193K
CBL
694
DELISTED
CBL& Associates Properties, Inc.
CBL
$173K 0.01%
+90,000
New +$264K
RRC icon
695
Range Resources
RRC
$9.41B
$169K 0.01%
+17,632
New +$268K
MITK icon
696
Mitek Systems
MITK
$837M
$168K 0.01%
+15,548
New +$141K
NIO icon
697
NIO
NIO
$12.1B
$160K 0.01%
25,200
– –
AES icon
698
AES
AES
$10.5B
$152K 0.01%
+10,544
New +$158K
CPSS icon
699
Consumer Portfolio Services
CPSS
$199M
$151K 0.01%
50,000
+35,000
+233% +$125K
PEI
700
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$149K 0.01%
+1,667
New +$208K
26 27
28
29 30

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BAM
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MXM
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OSIA
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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.