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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
PNC icon
126
PNC Financial Services
PNC
$100B
$5.52M 0.15%
34,608
+1,509
+5% +$227K
AEP icon
127
American Electric Power
AEP
$66.9B
$5.52M 0.15%
58,376
-2,493
-4% -$230K
IWO icon
128
iShares Russell 2000 Growth ETF
IWO
$14.9B
$5.43M 0.15%
25,340
-714
-3% -$145K
IJK icon
129
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$5.4M 0.15%
90,736
-5,048
-5% -$289K
TRV icon
130
Travelers Companies
TRV
$78.3B
$5.37M 0.15%
39,231
+168
+0.4% +$22.9K
RWO icon
131
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$5.32M 0.15%
103,293
+26,233
+34% +$1.37M
NRG icon
132
NRG Energy
NRG
$25B
$5.25M 0.14%
131,977
-3,849
-3% -$152K
COF icon
133
Capital One
COF
$134B
$5.12M 0.14%
49,763
-1,352
-3% -$130K
IWB icon
134
iShares Russell 1000 ETF
IWB
$50.2B
$5.1M 0.14%
28,602
-416
-1% -$71K
MRSH
135
Marsh
MRSH
$91B
$5.05M 0.14%
45,343
+1,421
+3% +$148K
NVS icon
136
Novartis
NVS
$298B
$5.03M 0.14%
53,162
-2,599
-5% -$233K
ACN icon
137
Accenture
ACN
$109B
$4.95M 0.14%
23,512
-957
-4% -$187K
ZION icon
138
Zions Bancorporation
ZION
$10.3B
$4.87M 0.13%
93,749
-61,457
-40% -$2.98M
ZBRA icon
139
Zebra Technologies
ZBRA
$17.9B
$4.86M 0.13%
19,009
-250
-1% -$58.5K
TFC icon
140
Truist Financial
TFC
$63.4B
$4.84M 0.13%
85,861
+4,048
+5% +$219K
BKLN icon
141
Invesco Senior Loan ETF
BKLN
$6.74B
$4.8M 0.13%
210,496
-15,281
-7% -$345K
MUB icon
142
iShares National Muni Bond ETF
MUB
$45.8B
$4.54M 0.12%
39,848
+7,574
+23% +$863K
WFC icon
143
Wells Fargo
WFC
$265B
$4.53M 0.12%
84,267
-16,323
-16% -$855K
AWK icon
144
American Water Works
AWK
$26.9B
$4.52M 0.12%
36,783
-1,515
-4% -$184K
VO icon
145
Vanguard Morningstar Mid-Cap ETF
VO
$109B
$4.4M 0.12%
98,772
-200
-0.2% -$8.59K
SC
146
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
$4.38M 0.12%
187,240
+7,673
+4% +$186K
LRCX icon
147
Lam Research
LRCX
$383B
$4.28M 0.12%
146,370
+34,930
+31% +$928K
ELV icon
148
Elevance Health
ELV
$86.2B
$4.26M 0.12%
14,102
-18,630
-57% -$5.13M
IJJ icon
149
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.99B
$4.23M 0.12%
49,598
-10,844
-18% -$891K
BLK icon
150
Blackrock
BLK
$175B
$4.23M 0.12%
8,408
-2,324
-22% -$1.1M
4 5
6
7 8

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BAM
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ACI
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ACM
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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.