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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
+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
TXN icon
151
Texas Instruments
TXN
$261B
$3.92M 0.12%
37,521
-2,242
-6% -$218K
GPC icon
152
Genuine Parts
GPC
$18.7B
$3.86M 0.12%
40,623
+3,607
+10% +$329K
IJS icon
153
iShares S&P Small-Cap 600 Value ETF
IJS
$8.34B
$3.85M 0.12%
50,198
+696
+1% +$52.4K
APD icon
154
Air Products & Chemicals
APD
$67.6B
$3.85M 0.12%
23,472
-421
-2% -$67K
EQIX icon
155
Equinix
EQIX
$103B
$3.85M 0.12%
+8,483
New +$3.92M
LHX icon
156
L3Harris
LHX
$53.4B
$3.82M 0.12%
26,969
-834
-3% -$116K
ZBH icon
157
Zimmer Biomet
ZBH
$18.4B
$3.81M 0.12%
32,473
-85
-0.3% -$9.61K
MAA icon
158
Mid-America Apartment Communities
MAA
$15.7B
$3.77M 0.12%
37,504
-1,004
-3% -$104K
CNK icon
159
Cinemark Holdings
CNK
$4.32B
$3.74M 0.12%
107,480
-11,753
-10% -$417K
SPG icon
160
Simon Property Group
SPG
$72.3B
$3.58M 0.11%
20,849
-600
-3% -$97.4K
AVB icon
161
AvalonBay Communities
AVB
$26.8B
$3.52M 0.11%
19,727
-130
-0.7% -$23.6K
PSA icon
162
Public Storage
PSA
$61.3B
$3.42M 0.11%
16,372
-1,426
-8% -$301K
AJG icon
163
Arthur J. Gallagher & Co
AJG
$63.6B
$3.4M 0.11%
53,687
-6,786
-11% -$433K
AXP icon
164
American Express
AXP
$230B
$3.31M 0.1%
33,371
-2,047
-6% -$195K
D icon
165
Dominion Energy
D
$59.3B
$3.31M 0.1%
40,853
-303
-0.7% -$24.5K
PKG icon
166
Packaging Corp of America
PKG
$22.8B
$3.31M 0.1%
27,450
+269
+1% +$31.2K
NKE icon
167
Nike
NKE
$61.9B
$3.27M 0.1%
52,320
-1,298
-2% -$74.6K
PYPL icon
168
PayPal
PYPL
$50.5B
$3.27M 0.1%
44,407
-130
-0.3% -$9.4K
BDX icon
169
Becton Dickinson
BDX
$48.2B
$3.19M 0.1%
15,277
-232
-1% -$48.6K
LNC icon
170
Lincoln National
LNC
$8.81B
$3.18M 0.1%
41,424
+9,840
+31% +$745K
MS icon
171
Morgan Stanley
MS
$340B
$3.17M 0.1%
60,389
+364
+0.6% +$18.4K
STT icon
172
State Street
STT
$50.7B
$3.1M 0.1%
31,723
+1,578
+5% +$151K
DOC
173
DELISTED
PHYSICIANS REALTY TRUST
DOC
$3.09M 0.1%
171,779
+7,208
+4% +$129K
EBIX
174
DELISTED
Ebix Inc
EBIX
$3.07M 0.1%
38,716
– –
SYK icon
175
Stryker
SYK
$130B
$3.05M 0.1%
19,697
-2,917
-13% -$445K
5 6
7
8 9

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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 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.