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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
LAZ icon
751
Lazard
LAZ
$4.26B
– –
-4,452
Closed -$214K
MDXG icon
752
MiMedx Group
MDXG
$631M
– –
-20,000
Closed -$124K
MYGN icon
753
Myriad Genetics
MYGN
$305M
– –
-5,275
Closed -$243K
NVO
754
Novo Nordisk
NVO
$208B
– –
-10,570
Closed -$249K
NVR icon
755
NVR
NVR
$16.9B
– –
-85
Closed -$210K
NWSA icon
756
News Corp Class A
NWSA
$15.5B
– –
-14,735
Closed -$195K
O icon
757
Realty Income
O
$58.5B
– –
-4,761
Closed -$263K
ORN icon
758
Orion Group Holdings
ORN
$406M
– –
-15,504
Closed -$117K
PCH
759
DELISTED
PotlatchDeltic
PCH
– –
-5,274
Closed -$216K
PENN icon
760
PENN Entertainment
PENN
$2.56B
– –
-27,637
Closed -$910K
P
761
Everpure Inc
P
$33.5B
– –
-10,407
Closed -$270K
RGR icon
762
Sturm, Ruger & Co
RGR
$599M
– –
-18,163
Closed -$1.25M
RITM icon
763
Rithm Capital
RITM
$5.7B
– –
-13,557
Closed -$246K
RL icon
764
Ralph Lauren
RL
$23.9B
– –
-4,380
Closed -$602K
RLJ icon
765
RLJ Lodging Trust
RLJ
$1.69B
– –
-11,443
Closed -$252K
RMD icon
766
ResMed
RMD
$31.8B
– –
-2,163
Closed -$249K
SEE
767
DELISTED
Sealed Air
SEE
– –
-17,472
Closed -$702K
SKX
768
DELISTED
Skechers
SKX
– –
-9,347
Closed -$261K
SLF icon
769
Sun Life Financial
SLF
$45.2B
– –
-5,276
Closed -$209K
SPXC icon
770
SPX Corp
SPXC
$11.1B
– –
-6,873
Closed -$229K
STWD icon
771
Starwood Property Trust
STWD
$6.16B
– –
-10,728
Closed -$231K
SWKS icon
772
Skyworks Solutions
SWKS
$10.5B
– –
-3,138
Closed -$285K
TFX icon
773
Teleflex
TFX
$6.02B
– –
-3,578
Closed -$952K
TRN icon
774
Trinity Industries
TRN
$2.32B
– –
-9,260
Closed -$244K
TXT icon
775
Textron
TXT
$15.3B
– –
-2,828
Closed -$201K
29 30
31
32 33

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SCC
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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.