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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
UNM icon
776
Unum
UNM
$14.5B
– –
-5,244
Closed -$205K
URBN icon
777
Urban Outfitters
URBN
$6.81B
– –
-25,464
Closed -$1.04M
VGK icon
778
Vanguard FTSE Europe ETF
VGK
$31B
– –
-6,727
Closed -$378K
VO icon
779
Vanguard Morningstar Mid-Cap ETF
VO
$109B
– –
-6,524
Closed -$259K
VSS icon
780
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
– –
-1,913
Closed -$208K
WCC
781
WESCO International
WCC
$17.9B
– –
-3,888
Closed -$239K
WDC icon
782
Western Digital
WDC
$151B
– –
-16,393
Closed -$726K
WH icon
783
Wyndham Hotels & Resorts
WH
$5.29B
– –
-3,614
Closed -$201K
WTRG icon
784
Essential Utilities
WTRG
$11.3B
– –
-5,446
Closed -$201K
XBI icon
785
State Street SPDR S&P Biotech ETF
XBI
$10.4B
– –
-10,366
Closed -$994K
INVX
786
Innovex International
INVX
$2.04B
– –
-4,536
Closed -$237K
SEI
787
Solaris Energy Infrastructure
SEI
$3.86B
– –
-29,164
Closed -$551K
PAMT
788
PAMT Corp
PAMT
$287M
– –
-12,544
Closed -$204K
CUTR
789
DELISTED
Cutera, Inc.
CUTR
– –
-6,363
Closed -$207K
EGIO
790
DELISTED
Edgio, Inc. Common Stock
EGIO
– –
-2,405
Closed -$483K
WRK
791
DELISTED
WestRock Company
WRK
– –
-9,035
Closed -$483K
CURO
792
DELISTED
CURO Group Holdings Corp.
CURO
– –
-20,500
Closed -$620K
SRC
793
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
– –
-7,525
Closed -$303K
PDCE
794
DELISTED
PDC Energy, Inc.
PDCE
– –
-5,250
Closed -$257K
BBBY
795
DELISTED
Bed Bath & Beyond Inc
BBBY
– –
-12,190
Closed -$183K
CERN
796
DELISTED
Cerner Corp
CERN
– –
-3,187
Closed -$206K
LMNX
797
DELISTED
Luminex Corp
LMNX
– –
-7,857
Closed -$238K
PRSP
798
DELISTED
Perspecta Inc. Common Stock
PRSP
– –
-9,388
Closed -$241K
QEP
799
DELISTED
QEP RESOURCES, INC.
QEP
– –
-22,015
Closed -$249K
LOGM
800
DELISTED
LogMein, Inc.
LOGM
– –
-3,835
Closed -$342K
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.