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
+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
IWD icon
51
iShares Russell 1000 Value ETF
IWD
$84.2B
$19.7M 0.54%
144,520
+1,164
+0.8% +$153K
MBB icon
52
iShares MBS ETF
MBB
$38.9B
$19.5M 0.53%
180,511
+63,305
+54% +$6.84M
NKE icon
53
Nike
NKE
$62.4B
$19.3M 0.53%
190,512
+1,245
+0.7% +$117K
VZ icon
54
Verizon
VZ
$195B
$19.2M 0.52%
312,369
+11,797
+4% +$712K
MDT icon
55
Medtronic
MDT
$114B
$18.4M 0.5%
162,617
-3,579
-2% -$393K
ADBE icon
56
Adobe
ADBE
$109B
$18.4M 0.5%
55,768
+1,955
+4% +$575K
VWO icon
57
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$17.5M 0.48%
394,502
-729
-0.2% -$30.9K
UNP icon
58
Union Pacific
UNP
$174B
$17.4M 0.48%
96,251
-387
-0.4% -$66.3K
ZTS icon
59
Zoetis
ZTS
$30.9B
$17M 0.47%
128,463
+1,999
+2% +$248K
MA icon
60
Mastercard
MA
$493B
$16.7M 0.46%
55,924
+2,033
+4% +$573K
VBR icon
61
Vanguard Morningstar Small-Cap Value ETF
VBR
$37.9B
$16.7M 0.46%
121,522
+12
+0% +$1.59K
XOM icon
62
ExxonMobil
XOM
$662B
$16.6M 0.45%
237,333
-461
-0.2% -$31.9K
ECL icon
63
Ecolab
ECL
$79.7B
$16.5M 0.45%
85,362
-318
-0.4% -$60.4K
MRK icon
64
Merck
MRK
$323B
$15.4M 0.42%
177,395
-5,573
-3% -$458K
T icon
65
AT&T
T
$165B
$15.1M 0.41%
510,258
-5,595
-1% -$162K
EW icon
66
Edwards Lifesciences
EW
$53B
$14.8M 0.4%
190,251
-66
-0% -$5.15K
MDY icon
67
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$14.3M 0.39%
38,125
-92
-0.2% -$33.3K
IWR icon
68
iShares Russell Mid-Cap ETF
IWR
$57.5B
$14.1M 0.39%
237,150
+11,956
+5% +$686K
TXN icon
69
Texas Instruments
TXN
$256B
$14.1M 0.39%
109,919
+1,794
+2% +$221K
MDLZ icon
70
Mondelez International
MDLZ
$78.5B
$13.9M 0.38%
252,378
+15,604
+7% +$835K
PFE icon
71
Pfizer
PFE
$154B
$13.8M 0.38%
371,799
-5,316
-1% -$189K
CMCSA icon
72
Comcast
CMCSA
$89.5B
$13.7M 0.38%
305,425
+89,198
+41% +$3.97M
ITW icon
73
Illinois Tool Works
ITW
$83.9B
$13.6M 0.37%
75,444
-3,126
-4% -$530K
MET icon
74
MetLife
MET
$61.7B
$13.5M 0.37%
264,369
-5,806
-2% -$280K
AMGN icon
75
Amgen
AMGN
$226B
$12.4M 0.34%
51,541
-409
-0.8% -$90.2K
1 2
3
4 5

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 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.