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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
+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
KO icon
101
Coca-Cola
KO
$375B
$7.37M 0.23%
160,589
-7,492
-4% -$344K
VMW
102
DELISTED
VMware, Inc
VMW
$7.37M 0.23%
58,786
+72
+0.1% +$8.64K
BURL icon
103
Burlington
BURL
$23.2B
$7.34M 0.23%
59,693
+55
+0.1% +$5.6K
TSE
104
DELISTED
Trinseo
TSE
$7.3M 0.23%
100,586
– –
LUV icon
105
Southwest Airlines
LUV
$23B
$7M 0.22%
107,024
+86
+0.1% +$5.06K
AGN
106
DELISTED
Allergan plc
AGN
$6.97M 0.22%
42,599
-12,146
-22% -$2.18M
LOW icon
107
Lowe's Companies
LOW
$125B
$6.96M 0.22%
74,908
-1,818
-2% -$150K
RDS.B
108
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$6.92M 0.22%
101,397
-11,119
-10% -$721K
TFC icon
109
Truist Financial
TFC
$64B
$6.88M 0.21%
138,410
-12,451
-8% -$601K
UNP icon
110
Union Pacific
UNP
$174B
$6.21M 0.19%
46,290
+629
+1% +$75.9K
CL icon
111
Colgate-Palmolive
CL
$74.4B
$5.98M 0.19%
79,219
+4,872
+7% +$356K
CENTA icon
112
Central Garden & Pet Co Class A
CENTA
$2.44B
$5.93M 0.19%
196,688
+1,528
+0.8% +$45.3K
LMT icon
113
Lockheed Martin
LMT
$136B
$5.92M 0.18%
18,444
-1,074
-6% -$339K
PRU icon
114
Prudential Financial
PRU
$41.8B
$5.79M 0.18%
50,357
+43
+0.1% +$4.83K
RSP icon
115
Invesco S&P 500 Equal Weight ETF
RSP
$99.5B
$5.79M 0.18%
57,257
-2,343
-4% -$230K
PXD
116
DELISTED
Pioneer Natural Resource Co.
PXD
$5.66M 0.18%
32,760
-356
-1% -$54.8K
PAYX icon
117
Paychex
PAYX
$42.7B
$5.59M 0.17%
82,178
-11,883
-13% -$780K
IWB icon
118
iShares Russell 1000 ETF
IWB
$50.1B
$5.48M 0.17%
36,851
-451
-1% -$65.3K
SWK icon
119
Stanley Black & Decker
SWK
$15.7B
$5.36M 0.17%
31,560
-1,609
-5% -$263K
IWF icon
120
iShares Russell 1000 Growth ETF
IWF
$128B
$5.34M 0.17%
158,652
+13,220
+9% +$433K
AWK icon
121
American Water Works
AWK
$26.9B
$5.32M 0.17%
58,187
-4,059
-7% -$359K
TIP icon
122
iShares TIPS Bond ETF
TIP
$14.5B
$5.22M 0.16%
45,804
-448
-1% -$50.9K
BNY
123
Bank of New York Mellon
BNY
$107B
$4.9M 0.15%
90,959
+1,371
+2% +$73K
LRCX icon
124
Lam Research
LRCX
$390B
$4.88M 0.15%
265,120
-14,560
-5% -$286K
TRV icon
125
Travelers Companies
TRV
$80.2B
$4.88M 0.15%
35,980
-374
-1% -$49.4K
3 4
5
6 7

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BAM
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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.