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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
+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
ATO icon
726
Atmos Energy
ATO
$28.4B
– –
-1,831
Closed -$209K
BIDU icon
727
Baidu
BIDU
$37.1B
– –
-7,581
Closed -$779K
CHGG icon
728
Chegg
CHGG
$94.8M
– –
-39,202
Closed -$1.17M
CROX icon
729
Crocs
CROX
$6.63B
– –
-7,191
Closed -$200K
CYBR
730
DELISTED
CyberArk
CYBR
– –
-6,277
Closed -$627K
DECK icon
731
Deckers Outdoor
DECK
$13.3B
– –
-18,696
Closed -$459K
ERIE icon
732
Erie Indemnity
ERIE
$13.2B
– –
-5,159
Closed -$958K
GT icon
733
Goodyear
GT
$1.74B
– –
-23,669
Closed -$341K
GVI icon
734
iShares Intermediate Government/Credit Bond ETF
GVI
$3.79B
– –
-1,822
Closed -$206K
HP icon
735
Helmerich & Payne
HP
$4.18B
– –
-13,458
Closed -$539K
PPLI
736
People Inc
PPLI
$3.03B
– –
-117,890
Closed -$4.59M
JACK icon
737
Jack in the Box
JACK
$340M
– –
-2,500
Closed -$228K
LUMN icon
738
Lumen
LUMN
$6.85B
– –
-57,502
Closed -$718K
NOW icon
739
ServiceNow
NOW
$132B
– –
-12,805
Closed -$650K
NSP icon
740
Insperity
NSP
$1.96B
– –
-31,487
Closed -$3.1M
OHI icon
741
Omega Healthcare
OHI
$14.4B
– –
-9,068
Closed -$379K
ORI icon
742
Old Republic International
ORI
$10.3B
– –
-20,594
Closed -$485K
PRDO icon
743
Perdoceo Education
PRDO
$1.97B
– –
-54,516
Closed -$866K
PWR icon
744
Quanta Services
PWR
$99.4B
– –
-55,777
Closed -$2.11M
QNST icon
745
QuinStreet
QNST
$1.26B
– –
-49,141
Closed -$619K
SBGI icon
746
Sinclair Inc
SBGI
$995M
– –
-12,232
Closed -$523K
SLG icon
747
SL Green Realty
SLG
$3.9B
– –
-6,198
Closed -$491K
SMFG icon
748
Sumitomo Mitsui Financial
SMFG
$161B
– –
-105,930
Closed -$725K
SPGI icon
749
S&P Global
SPGI
$121B
– –
-4,188
Closed -$1.03M
UTG icon
750
Reaves Utility Income Fund
UTG
$3.61B
– –
-7,698
Closed -$283K
27 28 29
30
31

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IA
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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.