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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
-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
ABBV icon
51
AbbVie
ABBV
$436B
$13.5M 0.47%
146,037
+1,383
+1% +$122K
T icon
52
AT&T
T
$165B
$13.4M 0.46%
620,764
-28,454
-4% -$662K
VZ icon
53
Verizon
VZ
$195B
$13.2M 0.46%
234,792
+488
+0.2% +$27.7K
AMGN icon
54
Amgen
AMGN
$225B
$12.8M 0.45%
65,989
-625
-0.9% -$122K
UNP icon
55
Union Pacific
UNP
$174B
$12.3M 0.43%
88,744
+47,050
+113% +$6.97M
TXN icon
56
Texas Instruments
TXN
$257B
$12.1M 0.42%
128,386
+4,532
+4% +$439K
ORCL icon
57
Oracle
ORCL
$437B
$11.9M 0.41%
264,000
-45,305
-15% -$2.17M
MA icon
58
Mastercard
MA
$492B
$11.5M 0.4%
60,818
+6,117
+11% +$1.21M
BURL icon
59
Burlington
BURL
$23.4B
$11.5M 0.4%
70,475
+10,251
+17% +$1.66M
IBM icon
60
IBM
IBM
$222B
$11.4M 0.39%
104,540
-38,595
-27% -$4.63M
EMR icon
61
Emerson Electric
EMR
$88.5B
$11.2M 0.39%
188,209
+3,735
+2% +$252K
ADBE icon
62
Adobe
ADBE
$108B
$11M 0.38%
48,737
+5,858
+14% +$1.41M
NKE icon
63
Nike
NKE
$62.4B
$10.9M 0.38%
147,283
+32,979
+29% +$2.47M
RTX icon
64
RTX Corp
RTX
$302B
$10.8M 0.37%
161,125
-3,793
-2% -$298K
FTV icon
65
Fortive
FTV
$18.6B
$10.7M 0.37%
250,284
-9,323
-4% -$438K
IVV icon
66
iShares Core S&P 500 ETF
IVV
$904B
$10.4M 0.36%
41,437
+1,315
+3% +$357K
MET icon
67
MetLife
MET
$61.7B
$10.3M 0.36%
249,950
-4,031
-2% -$173K
ELV icon
68
Elevance Health
ELV
$86.1B
$10.1M 0.35%
38,511
-311
-0.8% -$85.5K
CAT icon
69
Caterpillar
CAT
$386B
$10.1M 0.35%
79,442
+4,395
+6% +$572K
ITW icon
70
Illinois Tool Works
ITW
$83.8B
$9.99M 0.35%
78,844
+3,776
+5% +$497K
MDLZ icon
71
Mondelez International
MDLZ
$78.4B
$9.85M 0.34%
246,162
+17,477
+8% +$745K
WFC icon
72
Wells Fargo
WFC
$265B
$9.85M 0.34%
213,697
-7,334
-3% -$376K
LLY icon
73
Eli Lilly
LLY
$1.1T
$9.56M 0.33%
82,581
+8,515
+11% +$951K
KEY icon
74
KeyCorp
KEY
$24.3B
$9.55M 0.33%
646,208
-418,826
-39% -$7.37M
KO icon
75
Coca-Cola
KO
$374B
$9.47M 0.33%
200,059
+4,813
+2% +$230K
1 2
3
4 5

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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.