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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
AMED
101
DELISTED
Amedisys
AMED
$7.51M 0.21%
45,021
-12
-0% -$1.78K
TGT icon
102
Target
TGT
$69B
$7.34M 0.2%
57,227
-3,071
-5% -$360K
MSCI icon
103
MSCI
MSCI
$40.9B
$7.33M 0.2%
28,399
+74
+0.3% +$18K
MMM icon
104
3M
MMM
$93.9B
$7.31M 0.2%
49,585
-5,078
-9% -$711K
HYG icon
105
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$7.1M 0.19%
80,698
+3,200
+4% +$278K
C icon
106
Citigroup
C
$227B
$7.07M 0.19%
88,437
+13,327
+18% +$985K
SCZ icon
107
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$6.91M 0.19%
111,014
+6,331
+6% +$380K
INTU icon
108
Intuit
INTU
$91.5B
$6.89M 0.19%
26,296
-7,551
-22% -$1.97M
CHD icon
109
Church & Dwight Co
CHD
$24.5B
$6.81M 0.19%
96,790
+414
+0.4% +$29.4K
EMR icon
110
Emerson Electric
EMR
$88.5B
$6.63M 0.18%
86,935
-1,269
-1% -$91.5K
TT icon
111
Trane Technologies
TT
$105B
$6.59M 0.18%
49,552
+8,707
+21% +$1.1M
KMB icon
112
Kimberly-Clark
KMB
$35.9B
$6.55M 0.18%
47,650
+1,989
+4% +$269K
IBM icon
113
IBM
IBM
$223B
$6.36M 0.17%
49,657
-10,700
-18% -$1.39M
KEY icon
114
KeyCorp
KEY
$24.3B
$6.31M 0.17%
311,909
-17,366
-5% -$328K
AL
115
DELISTED
Air Lease Corp
AL
$6.29M 0.17%
132,470
+25,971
+24% +$1.17M
CMI icon
116
Cummins
CMI
$87.4B
$6.26M 0.17%
34,996
-4,826
-12% -$849K
WM icon
117
Waste Management
WM
$90.6B
$6.19M 0.17%
54,332
-544
-1% -$61.4K
LW icon
118
Lamb Weston
LW
$7.12B
$6.1M 0.17%
70,880
+21,391
+43% +$1.72M
CVS icon
119
CVS Health
CVS
$122B
$5.98M 0.16%
80,524
+10,069
+14% +$707K
RSP icon
120
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$5.84M 0.16%
50,479
-4
-0% -$444
LOW icon
121
Lowe's Companies
LOW
$123B
$5.82M 0.16%
48,600
+2,592
+6% +$296K
TIP icon
122
iShares TIPS Bond ETF
TIP
$14.7B
$5.81M 0.16%
49,849
-2,335
-4% -$271K
VEU icon
123
Vanguard FTSE All-World ex-US ETF
VEU
$69.9B
$5.79M 0.16%
107,696
+730
+0.7% +$37.9K
SUB icon
124
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$5.64M 0.15%
52,786
-4,624
-8% -$493K
CAT icon
125
Caterpillar
CAT
$385B
$5.57M 0.15%
37,742
-3,832
-9% -$535K
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 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.