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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
CLX icon
176
Clorox
CLX
$12.7B
$3.04M 0.09%
20,441
-235
-1% -$32K
AFL icon
177
Aflac
AFL
$62.6B
$3.04M 0.09%
69,214
-1,298
-2% -$55.4K
KHC icon
178
Kraft Heinz
KHC
$30B
$2.89M 0.09%
37,189
-967
-3% -$76K
RDS.A
179
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.88M 0.09%
43,161
-26,606
-38% -$1.68M
DXC icon
180
DXC Technology
DXC
$1.73B
$2.86M 0.09%
34,877
+11,355
+48% +$917K
ITW icon
181
Illinois Tool Works
ITW
$84.5B
$2.86M 0.09%
17,141
-1,896
-10% -$302K
BHB icon
182
Bar Harbor Bankshares
BHB
$666M
$2.85M 0.09%
105,621
-11,475
-10% -$339K
XLF icon
183
State Street Financial Select Sector SPDR ETF
XLF
$58.2B
$2.85M 0.09%
102,022
+376
+0.4% +$10.1K
WBA
184
DELISTED
Walgreens Boots Alliance
WBA
$2.84M 0.09%
39,109
-3,228
-8% -$227K
XLK icon
185
State Street Technology Select Sector SPDR ETF
XLK
$124B
$2.82M 0.09%
88,218
-14,246
-14% -$447K
HLF icon
186
Herbalife
HLF
$1.29B
$2.81M 0.09%
83,128
+1,390
+2% +$48.7K
PX
187
DELISTED
Praxair Inc
PX
$2.81M 0.09%
18,154
+1,947
+12% +$289K
VLO icon
188
Valero Energy
VLO
$85.9B
$2.79M 0.09%
30,353
+1,878
+7% +$155K
MU icon
189
Micron Technology
MU
$991B
$2.79M 0.09%
67,787
+26,409
+64% +$1.14M
IBB icon
190
iShares Biotechnology ETF
IBB
$9.77B
$2.76M 0.09%
+25,832
New +$2.76M
MKTX icon
191
MarketAxess Holdings
MKTX
$5.72B
$2.76M 0.09%
13,668
+96
+0.7% +$18.1K
YELP icon
192
Yelp
YELP
$1.41B
$2.74M 0.09%
65,243
– –
PPLI
193
People Inc
PPLI
$3.1B
$2.72M 0.08%
+124,554
New +$2.79M
FDX icon
194
FedEx
FDX
$75.4B
$2.72M 0.08%
10,904
+207
+2% +$47.3K
STRA icon
195
Strategic Education
STRA
$1.92B
$2.7M 0.08%
30,128
– –
C icon
196
Citigroup
C
$226B
$2.69M 0.08%
36,229
-898
-2% -$66.4K
DE icon
197
Deere & Co
DE
$168B
$2.69M 0.08%
17,226
+1,176
+7% +$165K
ESRX
198
DELISTED
Express Scripts Holding Company
ESRX
$2.67M 0.08%
35,818
-1,243
-3% -$79.5K
AVGO icon
199
Broadcom
AVGO
$2.04T
$2.63M 0.08%
+102,560
New +$2.67M
WBS icon
200
Webster Financial
WBS
$12.8B
$2.62M 0.08%
46,670
+9,952
+27% +$545K
6 7
8
9 10

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BAM
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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.