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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
HII icon
151
Huntington Ingalls Industries
HII
$13B
$3.56M 0.12%
18,719
-117
-0.6% -$25.5K
PNC icon
152
PNC Financial Services
PNC
$100B
$3.55M 0.12%
30,366
+4,218
+16% +$538K
DE icon
153
Deere & Co
DE
$164B
$3.54M 0.12%
23,710
+9,526
+67% +$1.4M
CENTA icon
154
Central Garden & Pet Co Class A
CENTA
$2.39B
$3.51M 0.12%
+140,521
New +$3.36M
GIS icon
155
General Mills
GIS
$19.9B
$3.48M 0.12%
89,513
-94,055
-51% -$3.97M
TSE
156
DELISTED
Trinseo
TSE
$3.44M 0.12%
75,064
-10,161
-12% -$552K
XLF icon
157
State Street Financial Select Sector SPDR ETF
XLF
$59B
$3.4M 0.12%
142,662
-10,381
-7% -$270K
MPC icon
158
Marathon Petroleum
MPC
$90B
$3.39M 0.12%
57,457
+32,694
+132% +$2.23M
GE icon
159
GE Aerospace
GE
$380B
$3.33M 0.12%
91,725
-20,445
-18% -$923K
TYL icon
160
Tyler Technologies
TYL
$13B
$3.29M 0.11%
17,682
+8,858
+100% +$1.75M
SPG icon
161
Simon Property Group
SPG
$71.5B
$3.27M 0.11%
19,460
-21
-0.1% -$3.75K
IVE icon
162
iShares S&P 500 Value ETF
IVE
$50B
$3.26M 0.11%
32,259
+2,504
+8% +$274K
VTV icon
163
Vanguard Morningstar Value ETF
VTV
$192B
$3.25M 0.11%
33,207
-1,864
-5% -$196K
D icon
164
Dominion Energy
D
$59.1B
$3.24M 0.11%
45,335
+12,275
+37% +$897K
ZBH icon
165
Zimmer Biomet
ZBH
$18.7B
$3.21M 0.11%
31,908
+7,693
+32% +$865K
SYY icon
166
Sysco
SYY
$40.1B
$3.18M 0.11%
50,774
-2,337
-4% -$158K
GPC icon
167
Genuine Parts
GPC
$18.5B
$3.17M 0.11%
33,009
-1,512
-4% -$150K
DG icon
168
Dollar General
DG
$27B
$3.05M 0.11%
28,240
+158
+0.6% +$17.1K
CLX icon
169
Clorox
CLX
$13B
$3.03M 0.11%
19,680
+2,764
+16% +$431K
ICUI icon
170
ICU Medical
ICUI
$4.56B
$3M 0.1%
13,048
+6,539
+100% +$1.61M
APD icon
171
Air Products & Chemicals
APD
$68.6B
$2.9M 0.1%
18,151
-1,834
-9% -$291K
RCL icon
172
Royal Caribbean
RCL
$82.4B
$2.87M 0.1%
29,301
+4,719
+19% +$517K
SBUX icon
173
Starbucks
SBUX
$119B
$2.86M 0.1%
44,452
-17,604
-28% -$1.1M
SYK icon
174
Stryker
SYK
$133B
$2.84M 0.1%
18,142
+2,355
+15% +$394K
COF icon
175
Capital One
COF
$134B
$2.82M 0.1%
37,283
-3,678
-9% -$319K
5 6
7
8 9

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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.