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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
DHI icon
701
D.R. Horton
DHI
$42.3B
$210K 0.01%
+4,121
New +$192K
CTXS
702
DELISTED
Citrix Systems Inc
CTXS
$210K 0.01%
+2,384
New +$202K
KR icon
703
Kroger
KR
$34.8B
$209K 0.01%
7,625
-83,980
-92% -$1.96M
UBNK
704
DELISTED
United Financial Bancorp, Inc.
UBNK
$207K 0.01%
11,732
-1,170
-9% -$21.3K
PCAR icon
705
PACCAR
PCAR
$70.1B
$206K 0.01%
+4,358
New +$206K
MITK icon
706
Mitek Systems
MITK
$834M
$205K 0.01%
22,955
– –
DISCK
707
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$204K 0.01%
9,633
-11,115
-54% -$205K
HUN icon
708
Huntsman Corp
HUN
$1.77B
$203K 0.01%
+6,111
New +$187K
ARE icon
709
Alexandria Real Estate Equities
ARE
$8.56B
$202K 0.01%
+1,544
New +$194K
UHT
710
Universal Health Realty Income Trust
UHT
$594M
$202K 0.01%
+2,686
New +$201K
HZN
711
DELISTED
Horizon Global Corporation
HZN
$202K 0.01%
14,395
+2,188
+18% +$33.2K
TOL icon
712
Toll Brothers
TOL
$14.5B
$201K 0.01%
+4,190
New +$193K
TSM icon
713
TSMC
TSM
$2.18T
$201K 0.01%
+5,076
New +$206K
COL
714
DELISTED
Rockwell Collins
COL
$201K 0.01%
+1,481
New +$199K
MFA
715
MFA Financial
MFA
$933M
$192K 0.01%
6,032
+1,466
+32% +$48.3K
DBE icon
716
Invesco DB Energy Fund
DBE
$85.3M
$189K 0.01%
12,984
+190
+1% +$2.61K
RVT icon
717
Royce Value Trust
RVT
$2.3B
$188K 0.01%
11,620
-267
-2% -$4.24K
AMLP icon
718
Alerian MLP ETF
AMLP
$13.1B
$183K 0.01%
3,391
-2,100
-38% -$112K
TGNA
719
DELISTED
TEGNA Inc
TGNA
$173K 0.01%
12,273
-962
-7% -$12.6K
BKT icon
720
BlackRock Income Trust
BKT
$341M
$171K 0.01%
9,265
-919
-9% -$17.1K
DBRG icon
721
DigitalBridge
DBRG
$2.95B
$149K ﹤0.01%
3,261
– –
MPX
722
DELISTED
Marine Products Corp
MPX
$143K ﹤0.01%
11,215
– –
DNP icon
723
DNP Select Income Fund
DNP
$4.09B
$142K ﹤0.01%
13,206
+824
+7% +$9.29K
MDXG icon
724
MiMedx Group
MDXG
$633M
$126K ﹤0.01%
+10,000
New +$122K
EDGW
725
DELISTED
Edgewater Technology Inc
EDGW
$125K ﹤0.01%
20,000
– –
27 28
29
30 31

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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.