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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
VMW
151
DELISTED
VMware, Inc
VMW
$4.14M 0.11%
27,274
-38
-0.1% -$5.96K
IWN icon
152
iShares Russell 2000 Value ETF
IWN
$14.5B
$4.12M 0.11%
32,056
-169
-0.5% -$20.9K
SPYG icon
153
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$55.2B
$4.11M 0.11%
98,016
+9,011
+10% +$361K
RCL icon
154
Royal Caribbean
RCL
$82.4B
$4.03M 0.11%
30,213
-2,969
-9% -$346K
QQQ icon
155
Invesco QQQ Trust
QQQ
$479B
$4.01M 0.11%
18,880
+219
+1% +$43.8K
PAYX icon
156
Paychex
PAYX
$43.1B
$3.93M 0.11%
46,238
-1,374
-3% -$116K
SYY icon
157
Sysco
SYY
$40.1B
$3.82M 0.1%
44,646
-2,165
-5% -$175K
IUSG icon
158
iShares Core S&P US Growth ETF
IUSG
$33.8B
$3.75M 0.1%
55,408
+14,992
+37% +$971K
MO icon
159
Altria Group
MO
$109B
$3.62M 0.1%
72,528
+29,142
+67% +$1.37M
MU icon
160
Micron Technology
MU
$972B
$3.62M 0.1%
67,253
-162,566
-71% -$7.76M
AJG icon
161
Arthur J. Gallagher & Co
AJG
$64.7B
$3.59M 0.1%
37,712
-697
-2% -$63.8K
PM icon
162
Philip Morris
PM
$290B
$3.57M 0.1%
41,986
+20,447
+95% +$1.69M
SBUX icon
163
Starbucks
SBUX
$119B
$3.55M 0.1%
40,348
+3,068
+8% +$262K
EFV icon
164
iShares MSCI EAFE Value ETF
EFV
$30B
$3.53M 0.1%
70,686
+20,662
+41% +$1.01M
PDM
165
Piedmont Realty Trust
PDM
$1.16B
$3.48M 0.1%
156,359
– –
EQC
166
DELISTED
Equity Commonwealth
EQC
$3.44M 0.09%
104,942
– –
IJR icon
167
iShares Core S&P Small-Cap ETF
IJR
$112B
$3.44M 0.09%
41,003
-1,547
-4% -$124K
SPYV icon
168
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.6B
$3.41M 0.09%
97,626
+1,929
+2% +$64.5K
BRK.A icon
169
Berkshire Hathaway Class A
BRK.A
$1.14T
$3.4M 0.09%
10
– –
D icon
170
Dominion Energy
D
$59.1B
$3.33M 0.09%
40,255
+180
+0.4% +$14.7K
VEA icon
171
Vanguard FTSE Developed Markets ETF
VEA
$236B
$3.31M 0.09%
75,141
-59
-0.1% -$2.52K
PGR icon
172
Progressive
PGR
$124B
$3.29M 0.09%
45,505
+26,942
+145% +$1.94M
GLW icon
173
Corning
GLW
$136B
$3.29M 0.09%
113,069
+1,366
+1% +$39.6K
GILD icon
174
Gilead Sciences
GILD
$165B
$3.25M 0.09%
50,040
-428
-0.8% -$27.9K
APD icon
175
Air Products & Chemicals
APD
$68.6B
$3.25M 0.09%
13,821
-245
-2% -$55.3K
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 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.