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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
CORT icon
726
Corcept Therapeutics
CORT
$12.3B
– –
-91,003
Closed -$1.28M
CXT icon
727
Crane NXT
CXT
$2.96B
– –
-7,543
Closed -$258K
DELL icon
728
Dell
DELL
$296B
– –
-37,956
Closed -$1.03M
DHC
729
Diversified Healthcare Trust
DHC
$2.04B
– –
-21,536
Closed -$378K
DHI icon
730
D.R. Horton
DHI
$41B
– –
-5,339
Closed -$226K
DLR icon
731
Digital Realty Trust
DLR
$70.8B
– –
-19,468
Closed -$2.19M
DOX icon
732
Amdocs
DOX
$6.22B
– –
-3,375
Closed -$222K
DPZ icon
733
Domino's
DPZ
$11.5B
– –
-1,905
Closed -$562K
EBAY icon
734
eBay
EBAY
$47.9B
– –
-33,195
Closed -$1.1M
EHC icon
735
Encompass Health
EHC
$12.5B
– –
-3,753
Closed -$233K
ENTA icon
736
Enanta Pharmaceuticals
ENTA
$402M
– –
-2,479
Closed -$212K
ENVA icon
737
Enova International
ENVA
$6.29B
– –
-15,000
Closed -$432K
EQH icon
738
Equitable Holdings
EQH
$14.4B
– –
-11,690
Closed -$251K
FICO icon
739
Fair Isaac
FICO
$22.7B
– –
-1,195
Closed -$273K
GMS
740
DELISTED
GMS Inc
GMS
– –
-12,692
Closed -$294K
GNW icon
741
Genworth Financial
GNW
$3.75B
– –
-16,514
Closed -$69K
HAE icon
742
Haemonetics
HAE
$3.94B
– –
-3,307
Closed -$379K
HHH icon
743
Howard Hughes
HHH
$3.91B
– –
-6,359
Closed -$753K
IJK icon
744
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
– –
-3,748
Closed -$218K
IJT icon
745
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
– –
-2,120
Closed -$214K
INGR icon
746
Ingredion
INGR
$6.53B
– –
-1,924
Closed -$202K
IQV icon
747
IQVIA
IQV
$39.8B
– –
-1,881
Closed -$244K
JACK icon
748
Jack in the Box
JACK
$340M
– –
-2,500
Closed -$210K
KMI icon
749
Kinder Morgan
KMI
$69.9B
– –
-20,662
Closed -$366K
KRO icon
750
KRONOS Worldwide
KRO
$977M
– –
-27,517
Closed -$447K
28 29
30
31 32

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BAM
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ACI
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ACM
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MXM
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OSIA
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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.