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
-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
S
701
DELISTED
Sprint Corporation
S
$136K ﹤0.01%
+23,434
New +$144K
WPG
702
DELISTED
Washington Prime Group Inc.
WPG
$128K ﹤0.01%
2,935
-98
-3% -$5.49K
RVT icon
703
Royce Value Trust
RVT
$2.29B
$125K ﹤0.01%
10,571
-1,408
-12% -$19.5K
BKT icon
704
BlackRock Income Trust
BKT
$342M
$121K ﹤0.01%
7,167
-1,333
-16% -$22.6K
TGNA
705
DELISTED
TEGNA Inc
TGNA
$113K ﹤0.01%
10,368
– –
NLY icon
706
Annaly Capital Management
NLY
$17.3B
$106K ﹤0.01%
+2,708
New +$108K
AEG icon
707
Aegon
AEG
$14B
$103K ﹤0.01%
25,803
+9,287
+56% +$45.3K
MRT
708
DELISTED
MedEquities Realty Trust, Inc.
MRT
$98K ﹤0.01%
14,305
– –
MFA
709
MFA Financial
MFA
$919M
$88K ﹤0.01%
3,313
-2,345
-41% -$65.9K
CTHR
710
DELISTED
Charles & Colvard Ltd
CTHR
$85K ﹤0.01%
10,000
+2,030
+25% +$18.4K
GSAT icon
711
Globalstar
GSAT
$10.9B
$26K ﹤0.01%
2,667
+1,334
+100% +$7.97K
JCP
712
DELISTED
J.C. Penney Company, Inc.
JCP
$16K ﹤0.01%
15,700
-4,500
-22% -$6.31K
RAD
713
DELISTED
Rite Aid Corporation
RAD
$15K ﹤0.01%
1,055
-62
-6% -$1.31K
ALEX
714
DELISTED
Alexander & Baldwin
ALEX
– –
-11,361
Closed -$258K
ALKS icon
715
Alkermes
ALKS
$8.29B
– –
-8,638
Closed -$366K
AMD icon
716
Advanced Micro Devices
AMD
$767B
– –
-28,188
Closed -$871K
AMLP icon
717
Alerian MLP ETF
AMLP
$13.3B
– –
-2,324
Closed -$124K
APO icon
718
Apollo Global Management
APO
$76B
– –
-11,115
Closed -$384K
BBVA icon
719
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
– –
-11,347
Closed -$71K
BBY icon
720
Best Buy
BBY
$17.4B
– –
-2,803
Closed -$222K
BH icon
721
Biglari Holdings Class B
BH
$1.21B
– –
-1,504
Closed -$273K
CCEP icon
722
Coca-Cola Europacific Partners
CCEP
$46.9B
– –
-9,088
Closed -$413K
CE icon
723
Celanese
CE
$4.88B
– –
-2,162
Closed -$247K
CMA
724
DELISTED
Comerica
CMA
– –
-2,974
Closed -$268K
COOP
725
DELISTED
Mr. Cooper
COOP
– –
-2,369
Closed -$40K
27 28
29
30 31

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 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.