We are live on ! Find out more
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
SHM icon
126
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$4.83M 0.15%
100,705
+7,916
+9% +$382K
BTI icon
127
British American Tobacco
BTI
$128B
$4.76M 0.15%
71,128
-10,454
-13% -$681K
AMED
128
DELISTED
Amedisys
AMED
$4.63M 0.14%
87,820
-216
-0.2% -$11.4K
CI icon
129
Cigna
CI
$74.6B
$4.58M 0.14%
22,569
-491
-2% -$97.7K
VTV icon
130
Vanguard Morningstar Value ETF
VTV
$191B
$4.57M 0.14%
42,971
-1,681
-4% -$173K
COP icon
131
ConocoPhillips
COP
$141B
$4.39M 0.14%
80,067
-6,082
-7% -$313K
GLW icon
132
Corning
GLW
$143B
$4.37M 0.14%
136,675
-1,721
-1% -$54.2K
EMR icon
133
Emerson Electric
EMR
$88.3B
$4.36M 0.14%
62,555
-2,830
-4% -$183K
OXY icon
134
Occidental Petroleum
OXY
$55.9B
$4.34M 0.14%
58,943
-19,914
-25% -$1.35M
QCOM icon
135
Qualcomm
QCOM
$176B
$4.33M 0.14%
67,576
-6,041
-8% -$366K
GS icon
136
Goldman Sachs
GS
$303B
$4.31M 0.13%
16,934
-111
-0.7% -$27.2K
SIVB
137
DELISTED
SVB Financial Group
SIVB
$4.3M 0.13%
18,406
+288
+2% +$61.4K
VWO icon
138
Vanguard FTSE Emerging Markets ETF
VWO
$124B
$4.22M 0.13%
91,877
+2,230
+2% +$99.7K
MAR icon
139
Marriott International
MAR
$92.3B
$4.2M 0.13%
30,935
-15
-0% -$1.84K
LYB icon
140
LyondellBasell Industries
LYB
$19.2B
$4.2M 0.13%
38,064
+355
+0.9% +$36.8K
IVE icon
141
iShares S&P 500 Value ETF
IVE
$49.8B
$4.16M 0.13%
36,429
-1,475
-4% -$163K
MDLZ icon
142
Mondelez International
MDLZ
$79.9B
$4.16M 0.13%
97,072
-15,833
-14% -$665K
SCHW
143
Charles Schwab
SCHW
$187B
$4.15M 0.13%
80,701
+217
+0.3% +$10.2K
NSC icon
144
Norfolk Southern
NSC
$75.1B
$4.13M 0.13%
28,513
-94
-0.3% -$12.6K
TGT icon
145
Target
TGT
$68B
$4.09M 0.13%
62,680
-125
-0.2% -$7.55K
UPS icon
146
United Parcel Service
UPS
$88.9B
$4.08M 0.13%
34,254
-279
-0.8% -$32.8K
SYY icon
147
Sysco
SYY
$40.3B
$4.06M 0.13%
66,852
-5,222
-7% -$296K
NFLX icon
148
Netflix
NFLX
$309B
$3.98M 0.12%
207,130
-8,300
-4% -$160K
VTR icon
149
Ventas
VTR
$47.9B
$3.94M 0.12%
65,707
-8,024
-11% -$507K
ADI icon
150
Analog Devices
ADI
$190B
$3.93M 0.12%
44,169
-1,507
-3% -$133K
4 5
6
7 8

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.