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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
NLY icon
726
Annaly Capital Management
NLY
$17.4B
$124K ﹤0.01%
2,622
-125
-5% -$5.93K
ORN icon
727
Orion Group Holdings
ORN
$418M
$121K ﹤0.01%
15,504
-8,146
-34% -$60.5K
BCOV
728
DELISTED
Brightcove, Inc.
BCOV
$116K ﹤0.01%
16,322
-15,165
-48% -$110K
GNW icon
729
Genworth Financial
GNW
$3.71B
$69K ﹤0.01%
22,303
– –
GSAT icon
730
Globalstar
GSAT
$10.8B
$66K ﹤0.01%
3,333
– –
JCP
731
DELISTED
J.C. Penney Company, Inc.
JCP
$64K ﹤0.01%
20,200
+3,570
+21% +$11.5K
CPSS icon
732
Consumer Portfolio Services
CPSS
$206M
$63K ﹤0.01%
15,283
+643
+4% +$2.82K
NAK
733
Northern Dynasty Minerals
NAK
$958M
$53K ﹤0.01%
29,695
– –
CTHR
734
DELISTED
Charles & Colvard Ltd
CTHR
$37K ﹤0.01%
2,754
-3,791
-58% -$42K
RAD
735
DELISTED
Rite Aid Corporation
RAD
$20K ﹤0.01%
515
-299
-37% -$10.7K
CRVP
736
DELISTED
Crystal Rock Holdings, Inc.
CRVP
$17K ﹤0.01%
20,000
– –
CAR icon
737
Avis
CAR
$5.02B
– –
-11,768
Closed -$319K
JAKK icon
738
Jakks Pacific
JAKK
$293M
– –
-1,010
Closed -$30K
MAT icon
739
Mattel
MAT
$4.23B
– –
-35,802
Closed -$555K
NWL icon
740
Newell Brands
NWL
$2.56B
– –
-11,563
Closed -$494K
OSUR icon
741
OraSure Technologies
OSUR
$279M
– –
-66,412
Closed -$1.49M
RM icon
742
Regional Management Corp
RM
$303M
– –
-10,100
Closed -$245K
TRUE
743
DELISTED
TrueCar
TRUE
– –
-61,970
Closed -$979K
TTSH
744
DELISTED
Tile Shop Holdings
TTSH
– –
-41,579
Closed -$528K
TZOO icon
745
Travelzoo
TZOO
$75.4M
– –
-10,411
Closed -$90K
UAA icon
746
Under Armour
UAA
$2.6B
– –
-12,773
Closed -$211K
CALA
747
DELISTED
Calithera Biosciences, Inc
CALA
– –
-2,565
Closed -$808K
BPY
748
DELISTED
Brookfield Property Partners L.P. Limited Partnership Units
BPY
– –
-12,133
Closed -$283K
BMCH
749
DELISTED
BMC Stock Holdings, Inc
BMCH
– –
-13,609
Closed -$291K
HDS
750
DELISTED
HD Supply Holdings, Inc.
HDS
– –
-24,134
Closed -$871K
27 28 29
30
31

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BAM
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ACI
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ACM
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OSIA
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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.