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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
+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
TAK icon
701
Takeda Pharmaceutical
TAK
$55.8B
$204K 0.01%
10,358
-256
-2% -$4.9K
CCI icon
702
Crown Castle
CCI
$31.6B
$203K 0.01%
+1,429
New +$195K
XEL icon
703
Xcel Energy
XEL
$48B
$203K 0.01%
+3,200
New +$200K
INVX
704
Innovex International
INVX
$2.06B
$203K 0.01%
4,325
-53
-1% -$2.43K
DINO icon
705
HF Sinclair
DINO
$15.2B
$201K 0.01%
3,973
-5,798
-59% -$307K
AAXJ icon
706
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.78B
$200K 0.01%
+2,720
New +$190K
PGX icon
707
Invesco Preferred ETF
PGX
$3.77B
$195K 0.01%
13,019
-16,412
-56% -$245K
SWIR
708
DELISTED
Sierra Wireless
SWIR
$188K 0.01%
19,700
– –
RVT icon
709
Royce Value Trust
RVT
$2.31B
$185K 0.01%
12,528
+1,758
+16% +$25K
GME icon
710
GameStop
GME
$8.43B
$182K 0.01%
119,988
-8,508
-7% -$12.5K
TGNA
711
DELISTED
TEGNA Inc
TGNA
$173K ﹤0.01%
10,368
– –
DBE icon
712
Invesco DB Energy Fund
DBE
$89.7M
$164K ﹤0.01%
11,206
-1,441
-11% -$20.3K
PBD icon
713
Invesco Global Clean Energy ETF
PBD
$193M
$159K ﹤0.01%
+11,103
New +$144K
GLOP
714
DELISTED
GASLOG PARTNERS LP
GLOP
$157K ﹤0.01%
10,043
– –
CPSS icon
715
Consumer Portfolio Services
CPSS
$200M
$145K ﹤0.01%
43,150
+3,150
+8% +$10.6K
SIGA icon
716
SIGA Technologies
SIGA
$211M
$143K ﹤0.01%
29,924
-53,192
-64% -$271K
BKT icon
717
BlackRock Income Trust
BKT
$342M
$106K ﹤0.01%
5,833
– –
NIO icon
718
NIO
NIO
$11.4B
$101K ﹤0.01%
25,000
– –
RLGT icon
719
Radiant Logistics
RLGT
$390M
$59K ﹤0.01%
+10,528
New +$56.9K
EPM icon
720
Evolution Petroleum
EPM
$133M
$55K ﹤0.01%
10,000
-20,309
-67% -$112K
CPE
721
DELISTED
Callon Petroleum Company
CPE
$55K ﹤0.01%
1,135
-1,062
-48% -$43.9K
DHX icon
722
DHI Group
DHX
$163M
$50K ﹤0.01%
16,622
– –
SAN icon
723
Banco Santander
SAN
$210B
$44K ﹤0.01%
10,903
-1,146
-10% -$4.45K
NOK icon
724
Nokia
NOK
$52.6B
$40K ﹤0.01%
10,866
+24
+0.2% +$94
ALC icon
725
Alcon
ALC
$36.7B
– –
-3,908
Closed -$228K
27 28
29
30 31

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ACI
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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.