We are live on ! Find out more
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
SLF icon
676
Sun Life Financial
SLF
$45.8B
$227K 0.01%
4,976
– –
EBAY icon
677
eBay
EBAY
$47.9B
$226K 0.01%
6,271
-127
-2% -$4.6K
GUNR icon
678
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.09B
$226K 0.01%
+6,730
New +$214K
WASH icon
679
Washington Trust Bancorp
WASH
$735M
$226K 0.01%
+4,200
New +$216K
CVET
680
DELISTED
Covetrus, Inc. Common Stock
CVET
$226K 0.01%
17,096
-3,794
-18% -$45.9K
BIIB icon
681
Biogen
BIIB
$30.6B
$224K 0.01%
+754
New +$209K
GAP
682
The Gap Inc
GAP
$7.74B
$224K 0.01%
12,652
+291
+2% +$4.95K
CTAS icon
683
Cintas
CTAS
$81.1B
$223K 0.01%
3,316
– –
KDP icon
684
Keurig Dr Pepper
KDP
$39.9B
$222K 0.01%
7,667
-8,473
-52% -$243K
TFX icon
685
Teleflex
TFX
$5.89B
$220K 0.01%
586
-13
-2% -$4.47K
UA icon
686
Under Armour Class C
UA
$2.44B
$218K 0.01%
11,357
-2,979
-21% -$52.4K
INVA icon
687
Innoviva
INVA
$1.49B
$217K 0.01%
15,299
-166,175
-92% -$2.04M
Y
688
DELISTED
Alleghany Corp
Y
$217K 0.01%
271
-2
-0.7% -$1.56K
CSR
689
Centerspace
CSR
$926M
$216K 0.01%
2,981
– –
SKX
690
DELISTED
Skechers
SKX
$212K 0.01%
+4,915
New +$194K
APO icon
691
Apollo Global Management
APO
$76B
$211K 0.01%
+4,420
New +$189K
LSXMA
692
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
$210K 0.01%
+6,009
New +$199K
ADT icon
693
ADT
ADT
$5.49B
$209K 0.01%
+26,338
New +$208K
WAT icon
694
Waters Corp
WAT
$40.4B
$209K 0.01%
893
-65
-7% -$14.4K
DHS icon
695
WisdomTree US High Dividend Fund
DHS
$1.57B
$208K 0.01%
+2,710
New +$204K
ATH
696
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
$207K 0.01%
4,392
-1,147
-21% -$49.8K
PCAR icon
697
PACCAR
PCAR
$69.1B
$205K 0.01%
+3,887
New +$200K
BLKB icon
698
Blackbaud
BLKB
$2.09B
$204K 0.01%
2,565
-286
-10% -$23.9K
FCX icon
699
Freeport-McMoran
FCX
$98.7B
$204K 0.01%
15,524
-4,462
-22% -$49K
KKR icon
700
KKR & Co
KKR
$93.2B
$204K 0.01%
+6,977
New +$199K
26 27
28
29 30

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.