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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
VEEV icon
751
Veeva Systems
VEEV
$38.1B
– –
-18,711
Closed -$2.86M
VIXY icon
752
ProShares VIX Short-Term Futures ETF
VIXY
$197M
– –
-18,165
Closed -$28.4M
VOD icon
753
Vodafone
VOD
$36.4B
– –
-10,352
Closed -$206K
VRE
754
DELISTED
Veris Residential
VRE
– –
-10,486
Closed -$227K
VXX icon
755
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$146M
– –
-191
Closed -$291K
WEN icon
756
Wendy's
WEN
$1.39B
– –
-15,023
Closed -$300K
WK icon
757
Workiva
WK
$3.66B
– –
-16,986
Closed -$744K
AYX
758
DELISTED
Alteryx Inc
AYX
– –
-15,383
Closed -$1.65M
TWTR
759
DELISTED
Twitter, Inc.
TWTR
– –
-19,123
Closed -$788K
ARNA
760
DELISTED
Arena Pharmaceuticals Inc
ARNA
– –
-5,157
Closed -$236K
MIK
761
DELISTED
Michaels Stores, Inc
MIK
– –
-11,439
Closed -$112K
TCO
762
DELISTED
Taubman Centers Inc.
TCO
– –
-12,621
Closed -$515K
AYR
763
DELISTED
Aircastle Ltd
AYR
– –
-24,839
Closed -$557K
GWR
764
DELISTED
Genesee & Wyoming Inc.
GWR
– –
-3,335
Closed -$369K
STI
765
DELISTED
SunTrust Banks, Inc.
STI
– –
-5,570
Closed -$383K
GHDX
766
DELISTED
Genomic Health, Inc.
GHDX
– –
-3,859
Closed -$262K
CELG
767
DELISTED
Celgene Corp
CELG
– –
-18,320
Closed -$1.82M
AZPN
768
DELISTED
ASPEN TECHNOLOGY INC
AZPN
– –
-11,163
Closed -$1.37M
27 28 29 30
31

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ACI
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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.