We are live on ! Find out more
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
+6.71%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.2B
AUM Growth
+$216M
Cap. Flow
+$37.2M
Cap. Flow %
1.16%
Top 10 Hldgs %
23.48%
Holding
760
New
236
Increased
155
Reduced
296
Closed
24

Top Buys

Rank Stock Value
1
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.3M
2
BAC icon
Bank of America
BAC
+$7.91M
3
EQIX icon
Equinix
EQIX
+$3.92M
4
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$3.17M
5
PPLI
People Inc
PPLI
+$2.79M

Top Sells

Rank Stock Value
1
COF icon
Capital One
COF
+$8.1M
2
GE icon
GE Aerospace
GE
+$4.7M
3
MCD icon
McDonald's
MCD
+$4.27M
4
AAPL icon
Apple
AAPL
+$4.22M
5
UNH icon
UnitedHealth
UNH
+$3.11M

Sector Composition

Rank Sector Weight
1 Technology 14.07%
2 Healthcare 12.08%
3 Financials 12.08%
4 Consumer Discretionary 10.5%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
76
Vanguard Morningstar Small-Cap ETF
VB
$82.4B
$10.8M 0.34%
73,047
+1,928
+3% +$279K
EFA icon
77
iShares MSCI EAFE ETF
EFA
$80.2B
$10.7M 0.33%
152,486
+7,421
+5% +$516K
BRK.A icon
78
Berkshire Hathaway Class A
BRK.A
$1.12T
$10.7M 0.33%
+36
New +$10.3M
GIS icon
79
General Mills
GIS
$19.7B
$10.6M 0.33%
178,249
+13,863
+8% +$750K
ACN icon
80
Accenture
ACN
$108B
$10.4M 0.33%
68,097
-8,010
-11% -$1.16M
FTV icon
81
Fortive
FTV
$18.6B
$10.2M 0.32%
223,396
+18,885
+9% +$865K
IWD icon
82
iShares Russell 1000 Value ETF
IWD
$83.7B
$9.51M 0.3%
76,486
-1,662
-2% -$201K
COF icon
83
Capital One
COF
$134B
$8.98M 0.28%
90,158
-88,749
-50% -$8.1M
CMCSA icon
84
Comcast
CMCSA
$90B
$8.89M 0.28%
221,912
-26,537
-11% -$998K
MA icon
85
Mastercard
MA
$493B
$8.72M 0.27%
57,627
-30
-0.1% -$4.46K
LEA icon
86
Lear
LEA
$8.18B
$8.7M 0.27%
49,256
-5,356
-10% -$940K
PSX icon
87
Phillips 66
PSX
$81.4B
$8.61M 0.27%
85,140
-1,646
-2% -$156K
ELV icon
88
Elevance Health
ELV
$85.5B
$8.51M 0.27%
37,818
+2,776
+8% +$591K
LLY icon
89
Eli Lilly
LLY
$1.06T
$8.48M 0.26%
100,457
-16,782
-14% -$1.43M
WMT icon
90
Walmart Inc
WMT
$890B
$8.36M 0.26%
253,932
+5,067
+2% +$155K
HII icon
91
Huntington Ingalls Industries
HII
$12.8B
$8.36M 0.26%
35,449
-1,182
-3% -$279K
ADP icon
92
Automatic Data Processing
ADP
$108B
$8.34M 0.26%
71,195
-1,183
-2% -$135K
EA
93
DELISTED
Electronic Arts
EA
$7.95M 0.25%
75,637
-27
-0% -$3K
VEU icon
94
Vanguard FTSE All-World ex-US ETF
VEU
$68.5B
$7.87M 0.25%
143,861
+19,197
+15% +$1.03M
PM icon
95
Philip Morris
PM
$295B
$7.72M 0.24%
73,074
-2,965
-4% -$316K
KMB icon
96
Kimberly-Clark
KMB
$36.5B
$7.64M 0.24%
63,319
-6,216
-9% -$725K
WM icon
97
Waste Management
WM
$91B
$7.55M 0.24%
87,519
-15,985
-15% -$1.3M
AEP icon
98
American Electric Power
AEP
$68.4B
$7.46M 0.23%
101,330
-13,123
-11% -$981K
USB icon
99
US Bancorp
USB
$99.6B
$7.39M 0.23%
137,845
+177
+0.1% +$9.52K
CSX icon
100
CSX Corp
CSX
$93.1B
$7.37M 0.23%
402,123
+8,427
+2% +$149K
2 3
4
5 6

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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 2017 Portfolio in Review

As of Q4 2017, People's United Financial held 760 positions worth $3.2B, up 7.2% from $2.99B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

People's United Financial's Q4 2017 filing shows 236 new, 155 increased, 296 reduced and 24 closed positions. Its largest new stake was Berkshire Hathaway Class A: 36 shares worth $10.7M. The largest sale was Capital One, an estimated $8.1M.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 14% a quarter earlier, followed by Healthcare and Financials.

  • People's United Financial's largest Q4 2017 buy was Berkshire Hathaway Class A: 36 shares worth $10.7M.
  • People's United Financial added most to Bank of America in Q4 2017, an estimated $7.91M increase.
  • People's United Financial's biggest Q4 2017 reduction was Capital One, cutting an estimated $8.1M.
  • People's United Financial fully exited OraSure Technologies in Q4 2017, selling an estimated $1.49M.
  • People's United Financial's ten largest holdings make up 23% of its $3.2B portfolio in Q4 2017.
  • People's United Financial opened 236 new positions and closed 24 in Q4 2017.
  • People's United Financial's portfolio value rose 7.2% quarter-over-quarter to $3.2B.

Based on People's United Financial's 13F filing for Q4 2017, filed 14 Feb 2018.