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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
BKNG icon
76
Booking.com
BKNG
$160B
$12.3M 0.34%
150,150
-4,275
-3% -$336K
IVE icon
77
iShares S&P 500 Value ETF
IVE
$50B
$12.1M 0.33%
92,875
+2,115
+2% +$263K
ORCL icon
78
Oracle
ORCL
$435B
$11.8M 0.32%
222,510
+15,461
+7% +$851K
USB icon
79
US Bancorp
USB
$100B
$11.8M 0.32%
198,526
+111,512
+128% +$6.45M
OKE icon
80
Oneok
OKE
$56.9B
$11.7M 0.32%
155,259
-1,060
-0.7% -$75.8K
AVY icon
81
Avery Dennison
AVY
$13.5B
$11.7M 0.32%
89,578
+2,399
+3% +$303K
RTX icon
82
RTX Corp
RTX
$302B
$11.6M 0.32%
123,530
-128
-0.1% -$11.6K
WMT icon
83
Walmart Inc
WMT
$897B
$11.1M 0.3%
281,151
-23,403
-8% -$929K
IJS icon
84
iShares S&P Small-Cap 600 Value ETF
IJS
$8.3B
$11M 0.3%
136,756
-860
-0.6% -$66.7K
COP icon
85
ConocoPhillips
COP
$148B
$11M 0.3%
168,509
-8,649
-5% -$509K
BMY icon
86
Bristol-Myers Squibb
BMY
$132B
$10.9M 0.3%
170,116
+89,896
+112% +$5.15M
AON icon
87
Aon
AON
$75.7B
$10.8M 0.3%
52,076
-916
-2% -$181K
IWF icon
88
iShares Russell 1000 Growth ETF
IWF
$127B
$10.7M 0.29%
243,024
+9,292
+4% +$388K
PYPL icon
89
PayPal
PYPL
$50.5B
$10.7M 0.29%
98,515
-2,613
-3% -$272K
IBB icon
90
iShares Biotechnology ETF
IBB
$9.82B
$10.5M 0.29%
87,143
-4,057
-4% -$453K
PSX icon
91
Phillips 66
PSX
$86B
$10.2M 0.28%
91,274
+10,872
+14% +$1.22M
BBY icon
92
Best Buy
BBY
$17.4B
$10M 0.27%
114,327
-580
-0.5% -$44.4K
KO icon
93
Coca-Cola
KO
$374B
$9.65M 0.26%
174,367
+4,991
+3% +$268K
CB icon
94
Chubb
CB
$134B
$9.61M 0.26%
61,747
-1,632
-3% -$250K
LLY icon
95
Eli Lilly
LLY
$1.1T
$9.52M 0.26%
72,465
-2,962
-4% -$343K
VB icon
96
Vanguard Morningstar Small-Cap ETF
VB
$82.5B
$9.47M 0.26%
57,176
+2,778
+5% +$442K
LAMR icon
97
Lamar Advertising Co
LAMR
$15.7B
$8.63M 0.24%
96,673
+13,132
+16% +$1.1M
ABBV icon
98
AbbVie
ABBV
$438B
$8.27M 0.23%
93,356
+11,310
+14% +$939K
ADP icon
99
Automatic Data Processing
ADP
$109B
$7.88M 0.22%
46,194
-1,355
-3% -$224K
VNQ icon
100
Vanguard Real Estate ETF
VNQ
$38.6B
$7.69M 0.21%
82,870
+3,269
+4% +$303K
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 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.