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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
TFC icon
126
Truist Financial
TFC
$63.4B
$4.63M 0.16%
106,754
-24,450
-19% -$1.17M
AGN
127
DELISTED
Allergan plc
AGN
$4.51M 0.16%
33,784
-3,903
-10% -$640K
K
128
DELISTED
Kellanova
K
$4.48M 0.16%
83,728
+56,968
+213% +$3.44M
STZ icon
129
Constellation Brands
STZ
$22.8B
$4.45M 0.15%
27,685
-14,461
-34% -$2.87M
LOW icon
130
Lowe's Companies
LOW
$123B
$4.41M 0.15%
47,766
-1,514
-3% -$146K
MO icon
131
Altria Group
MO
$109B
$4.37M 0.15%
88,563
-7,940
-8% -$460K
PPLI
132
People Inc
PPLI
$3.03B
$4.23M 0.15%
129,338
+2,529
+2% +$84.9K
MAA icon
133
Mid-America Apartment Communities
MAA
$15.4B
$4.22M 0.15%
44,049
+8,603
+24% +$853K
PRU icon
134
Prudential Financial
PRU
$42.1B
$4.05M 0.14%
49,711
+8,107
+19% +$747K
PAYX icon
135
Paychex
PAYX
$43.1B
$3.99M 0.14%
61,269
-1,671
-3% -$113K
OXY icon
136
Occidental Petroleum
OXY
$58.6B
$3.99M 0.14%
64,928
+1,598
+3% +$112K
NSC icon
137
Norfolk Southern
NSC
$75B
$3.98M 0.14%
26,589
-70
-0.3% -$11.5K
SIVB
138
DELISTED
SVB Financial Group
SIVB
$3.95M 0.14%
20,782
+3,781
+22% +$925K
TIP icon
139
iShares TIPS Bond ETF
TIP
$14.7B
$3.94M 0.14%
36,013
-1,219
-3% -$133K
ABMD
140
DELISTED
Abiomed Inc
ABMD
$3.92M 0.14%
+12,062
New +$4.19M
XLK icon
141
State Street Technology Select Sector SPDR ETF
XLK
$122B
$3.91M 0.14%
126,270
-11,650
-8% -$394K
RWO icon
142
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$3.83M 0.13%
86,578
+56,916
+192% +$2.63M
AVB icon
143
AvalonBay Communities
AVB
$26.3B
$3.8M 0.13%
21,817
+2,308
+12% +$417K
BNY
144
Bank of New York Mellon
BNY
$108B
$3.78M 0.13%
80,310
-2,591
-3% -$126K
BDX icon
145
Becton Dickinson
BDX
$48.9B
$3.76M 0.13%
17,113
+3,896
+29% +$904K
GLW icon
146
Corning
GLW
$136B
$3.73M 0.13%
123,594
-304
-0.2% -$9.7K
TGT icon
147
Target
TGT
$69B
$3.66M 0.13%
55,337
-976
-2% -$75.1K
IWB icon
148
iShares Russell 1000 ETF
IWB
$50.2B
$3.63M 0.13%
26,193
+2,342
+10% +$350K
BAC.PRL icon
149
Bank of America Series L
BAC.PRL
$4B
$3.59M 0.12%
2,870
+1,435
+100% +$1.82M
AJG icon
150
Arthur J. Gallagher & Co
AJG
$64.7B
$3.58M 0.12%
48,524
-118
-0.2% -$8.81K
4 5
6
7 8

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BAM
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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.