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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
COST icon
51
Costco
COST
$420B
$16.5M 0.52%
88,741
-3,753
-4% -$648K
TJX icon
52
TJX Companies
TJX
$178B
$16.2M 0.51%
423,418
-15,968
-4% -$579K
ABBV icon
53
AbbVie
ABBV
$435B
$15.9M 0.5%
164,709
-1,075
-0.6% -$101K
DHR icon
54
Danaher
DHR
$144B
$15.9M 0.5%
192,868
+4,437
+2% +$361K
MET icon
55
MetLife
MET
$62.1B
$15.7M 0.49%
309,754
-6,087
-2% -$321K
STZ icon
56
Constellation Brands
STZ
$23.2B
$15.5M 0.48%
67,920
+242
+0.4% +$52.3K
VBR icon
57
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$15.2M 0.47%
114,490
-2,095
-2% -$273K
CVS icon
58
CVS Health
CVS
$122B
$15M 0.47%
206,450
-18,418
-8% -$1.34M
MO icon
59
Altria Group
MO
$114B
$14.9M 0.46%
208,083
-24,187
-10% -$1.62M
RTX icon
60
RTX Corp
RTX
$301B
$14.5M 0.45%
180,274
-3,373
-2% -$256K
NVS icon
61
Novartis
NVS
$297B
$14M 0.44%
186,339
-2,682
-1% -$202K
GE icon
62
GE Aerospace
GE
$384B
$13.5M 0.42%
162,001
-49,234
-23% -$4.7M
FISV
63
Fiserv Inc
FISV
$27.9B
$13.4M 0.42%
204,026
+3,606
+2% +$233K
ECL icon
64
Ecolab
ECL
$79.9B
$13.3M 0.42%
99,220
+2,733
+3% +$364K
PPG icon
65
PPG Industries
PPG
$26.6B
$12.8M 0.4%
109,217
-2,663
-2% -$307K
CELG
66
DELISTED
Celgene Corp
CELG
$12.8M 0.4%
122,185
-7,731
-6% -$872K
IVV icon
67
iShares Core S&P 500 ETF
IVV
$902B
$12.7M 0.4%
47,414
-60
-0.1% -$15.7K
EOG icon
68
EOG Resources
EOG
$70.7B
$11.9M 0.37%
109,891
+589
+0.5% +$59.3K
DD icon
69
DuPont de Nemours
DD
$19.2B
$11.8M 0.37%
65,578
-1,205
-2% -$217K
CAT icon
70
Caterpillar
CAT
$387B
$11.7M 0.37%
74,485
-3,056
-4% -$424K
MRK icon
71
Merck
MRK
$318B
$11.6M 0.36%
215,847
-29,369
-12% -$1.63M
GILD icon
72
Gilead Sciences
GILD
$165B
$11.4M 0.36%
159,364
-17,912
-10% -$1.36M
IWR icon
73
iShares Russell Mid-Cap ETF
IWR
$57.4B
$11M 0.34%
211,100
-19,604
-8% -$995K
SBUX icon
74
Starbucks
SBUX
$120B
$11M 0.34%
191,194
-4,394
-2% -$249K
BMY icon
75
Bristol-Myers Squibb
BMY
$132B
$11M 0.34%
178,814
-1,620
-0.9% -$101K
1 2
3
4 5

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BAM
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ACI
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ACM
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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.