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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
IBB icon
76
iShares Biotechnology ETF
IBB
$9.82B
$9.46M 0.33%
98,088
+2,394
+3% +$254K
EOG icon
77
EOG Resources
EOG
$74.6B
$9.32M 0.32%
106,882
-4,395
-4% -$471K
WMT icon
78
Walmart Inc
WMT
$897B
$9.13M 0.32%
294,114
+29,577
+11% +$948K
EFA icon
79
iShares MSCI EAFE ETF
EFA
$79.8B
$8.67M 0.3%
147,493
+8,849
+6% +$553K
ADP icon
80
Automatic Data Processing
ADP
$109B
$8.44M 0.29%
64,390
-491
-0.8% -$69.3K
EW icon
81
Edwards Lifesciences
EW
$53B
$8.3M 0.29%
162,516
+55,590
+52% +$2.81M
NVS icon
82
Novartis
NVS
$298B
$8.25M 0.29%
107,242
-81,390
-43% -$6.34M
IWR icon
83
iShares Russell Mid-Cap ETF
IWR
$57.5B
$8.22M 0.29%
176,809
-6,319
-3% -$319K
VMW
84
DELISTED
VMware, Inc
VMW
$7.97M 0.28%
58,123
-1,336
-2% -$202K
ZTS icon
85
Zoetis
ZTS
$30.9B
$7.62M 0.26%
89,015
+77,226
+655% +$6.96M
VIXY icon
86
ProShares VIX Short-Term Futures ETF
VIXY
$197M
$7.59M 0.26%
+2,457
New +$5.99M
DD icon
87
DuPont de Nemours
DD
$19.1B
$7.52M 0.26%
55,515
-4,105
-7% -$590K
ZION icon
88
Zions Bancorporation
ZION
$10.3B
$7.11M 0.25%
174,492
+46,751
+37% +$2.18M
AMED
89
DELISTED
Amedisys
AMED
$7.07M 0.25%
60,395
+45
+0.1% +$5.3K
CMCSA icon
90
Comcast
CMCSA
$89.4B
$7.02M 0.24%
206,291
-459
-0.2% -$16.8K
IJS icon
91
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$7.02M 0.24%
106,452
+51,614
+94% +$3.83M
SLB icon
92
SLB Ltd
SLB
$78.9B
$6.95M 0.24%
192,512
-34,289
-15% -$1.69M
WM icon
93
Waste Management
WM
$90.6B
$6.94M 0.24%
77,969
+194
+0.2% +$17.4K
OKE icon
94
Oneok
OKE
$56.9B
$6.78M 0.24%
125,704
+19,696
+19% +$1.22M
PSX icon
95
Phillips 66
PSX
$86B
$6.69M 0.23%
77,622
+5,072
+7% +$496K
BMY icon
96
Bristol-Myers Squibb
BMY
$132B
$6.68M 0.23%
128,598
-4,064
-3% -$218K
MU icon
97
Micron Technology
MU
$972B
$6.53M 0.23%
205,649
+104,370
+103% +$3.96M
CSX icon
98
CSX Corp
CSX
$92.8B
$6.34M 0.22%
306,318
-8,874
-3% -$204K
KMB icon
99
Kimberly-Clark
KMB
$35.9B
$6.32M 0.22%
55,483
-1,134
-2% -$126K
VB icon
100
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$6.21M 0.22%
47,023
-4,847
-9% -$706K
2 3
4
5 6

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SCC
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BAM
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ACI
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ACM
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PP
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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.