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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
GILD icon
101
Gilead Sciences
GILD
$165B
$6.16M 0.21%
98,527
-18,068
-15% -$1.26M
PYPL icon
102
PayPal
PYPL
$50.5B
$6.12M 0.21%
72,822
+44,376
+156% +$3.7M
CVS icon
103
CVS Health
CVS
$122B
$6.11M 0.21%
93,197
-1,779
-2% -$133K
IWF icon
104
iShares Russell 1000 Growth ETF
IWF
$127B
$6.1M 0.21%
186,512
-10,124
-5% -$357K
USB icon
105
US Bancorp
USB
$100B
$6.05M 0.21%
132,303
-6,713
-5% -$346K
AEP icon
106
American Electric Power
AEP
$66.9B
$6.04M 0.21%
80,868
-1,051
-1% -$78.9K
CMI icon
107
Cummins
CMI
$87.4B
$5.96M 0.21%
44,567
-8,454
-16% -$1.19M
SCZ icon
108
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$5.71M 0.2%
110,289
+90,121
+447% +$5.05M
NFLX icon
109
Netflix
NFLX
$318B
$5.6M 0.19%
209,100
+35,130
+20% +$1.05M
AVY icon
110
Avery Dennison
AVY
$13.5B
$5.38M 0.19%
+59,935
New +$5.64M
RDS.B
111
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$5.14M 0.18%
85,804
-4,668
-5% -$298K
ACN icon
112
Accenture
ACN
$109B
$5.11M 0.18%
36,249
-1,156
-3% -$183K
PSA icon
113
Public Storage
PSA
$60.8B
$5.04M 0.17%
24,874
+8,990
+57% +$1.83M
AON icon
114
Aon
AON
$75.7B
$5.01M 0.17%
34,475
+32,456
+1,608% +$5.04M
PPG icon
115
PPG Industries
PPG
$25.7B
$4.97M 0.17%
48,569
-58,771
-55% -$6.09M
LMT icon
116
Lockheed Martin
LMT
$139B
$4.93M 0.17%
18,849
+6,253
+50% +$1.9M
LUV icon
117
Southwest Airlines
LUV
$22B
$4.9M 0.17%
105,380
-1,544
-1% -$82K
VEU icon
118
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$4.89M 0.17%
107,301
-30,572
-22% -$1.47M
HLF icon
119
Herbalife
HLF
$1.21B
$4.89M 0.17%
82,935
-1,169
-1% -$64.5K
TRV icon
120
Travelers Companies
TRV
$78.3B
$4.82M 0.17%
40,252
+559
+1% +$70K
LEA icon
121
Lear
LEA
$8.05B
$4.82M 0.17%
39,211
+129
+0.3% +$17.2K
SUB icon
122
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$4.81M 0.17%
45,666
+8,877
+24% +$930K
AWK icon
123
American Water Works
AWK
$26.9B
$4.75M 0.16%
52,308
-723
-1% -$66K
RSP icon
124
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$4.64M 0.16%
50,798
-1,027
-2% -$102K
COP icon
125
ConocoPhillips
COP
$148B
$4.64M 0.16%
74,364
-7,520
-9% -$512K
3 4
5
6 7

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BAM
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ACI
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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.