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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
PM icon
176
Philip Morris
PM
$290B
$2.79M 0.1%
41,762
-3,411
-8% -$285K
NSP icon
177
Insperity
NSP
$1.96B
$2.78M 0.1%
+29,775
New +$3.09M
DOC
178
DELISTED
PHYSICIANS REALTY TRUST
DOC
$2.76M 0.1%
172,435
+1,512
+0.9% +$25.3K
IWM icon
179
iShares Russell 2000 ETF
IWM
$81.5B
$2.75M 0.1%
20,551
+267
+1% +$39.8K
GTY
180
Getty Realty Corp
GTY
$2.01B
$2.71M 0.09%
+92,191
New +$2.66M
ADC icon
181
Agree Realty
ADC
$9.22B
$2.71M 0.09%
+45,747
New +$2.61M
DEO icon
182
Diageo
DEO
$54B
$2.69M 0.09%
18,947
+104
+0.6% +$14.6K
MKTX icon
183
MarketAxess Holdings
MKTX
$5.72B
$2.67M 0.09%
12,650
+132
+1% +$27.3K
AXP icon
184
American Express
AXP
$229B
$2.66M 0.09%
27,901
+279
+1% +$29.2K
CL icon
185
Colgate-Palmolive
CL
$74.3B
$2.65M 0.09%
44,542
-11,935
-21% -$747K
RDS.A
186
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$2.61M 0.09%
44,799
+89
+0.2% +$5.52K
CRM icon
187
Salesforce
CRM
$162B
$2.6M 0.09%
18,998
+12,094
+175% +$1.66M
IP icon
188
International Paper
IP
$21.9B
$2.55M 0.09%
66,827
+1,563
+2% +$65.6K
LHX icon
189
L3Harris
LHX
$54B
$2.53M 0.09%
18,820
+5,352
+40% +$809K
LIN icon
190
Linde
LIN
$227B
$2.52M 0.09%
+16,186
New +$2.56M
MPT
191
Medical Properties Trust
MPT
$2.48B
$2.52M 0.09%
+156,765
New +$2.48M
LRCX icon
192
Lam Research
LRCX
$383B
$2.49M 0.09%
183,080
-25,710
-12% -$368K
DRI icon
193
Darden Restaurants
DRI
$24.9B
$2.47M 0.09%
24,702
+3,579
+17% +$383K
SUI icon
194
Sun Communities
SUI
$14.4B
$2.42M 0.08%
23,833
+14,138
+146% +$1.44M
XYZ
195
Block Inc
XYZ
$47.5B
$2.39M 0.08%
42,607
-636
-1% -$44.9K
CPT icon
196
Camden Property Trust
CPT
$11B
$2.38M 0.08%
+27,055
New +$2.48M
PLD icon
197
Prologis
PLD
$132B
$2.33M 0.08%
39,654
-11
-0% -$713
FDX icon
198
FedEx
FDX
$76.9B
$2.3M 0.08%
14,280
+4,300
+43% +$910K
CSGP icon
199
CoStar Group
CSGP
$12.8B
$2.3M 0.08%
68,230
+19,740
+41% +$721K
GS icon
200
Goldman Sachs
GS
$301B
$2.29M 0.08%
13,693
-112
-0.8% -$22.6K
6 7
8
9 10

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BAM
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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.