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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
PRU icon
176
Prudential Financial
PRU
$42.1B
$3.24M 0.09%
34,542
-6,531
-16% -$600K
DVY icon
177
iShares Select Dividend ETF
DVY
$23.6B
$3.21M 0.09%
30,400
-55
-0.2% -$5.67K
RDS.B
178
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$3.2M 0.09%
53,433
-5,339
-9% -$314K
VTV icon
179
Vanguard Morningstar Value ETF
VTV
$192B
$3.17M 0.09%
26,468
-2,037
-7% -$235K
YETI icon
180
Yeti Holdings
YETI
$3.99B
$3.17M 0.09%
91,125
+45
+0% +$1.42K
UAL icon
181
United Airlines
UAL
$40.2B
$3.17M 0.09%
35,944
-10,413
-22% -$935K
MKTX icon
182
MarketAxess Holdings
MKTX
$5.72B
$3.16M 0.09%
8,339
-393
-5% -$144K
GE icon
183
GE Aerospace
GE
$380B
$3.14M 0.09%
56,499
+771
+1% +$39.8K
CE icon
184
Celanese
CE
$4.88B
$3.06M 0.08%
24,821
+2,132
+9% +$262K
CRM icon
185
Salesforce
CRM
$162B
$3.02M 0.08%
18,601
-12,265
-40% -$1.92M
NVO
186
Novo Nordisk
NVO
$211B
$3.02M 0.08%
+104,430
New +$2.89M
CSX icon
187
CSX Corp
CSX
$92.8B
$2.99M 0.08%
123,960
-5,520
-4% -$131K
GTY
188
Getty Realty Corp
GTY
$2.01B
$2.98M 0.08%
90,727
-1,275
-1% -$41.9K
SIVB
189
DELISTED
SVB Financial Group
SIVB
$2.97M 0.08%
11,818
-549
-4% -$125K
VSS icon
190
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.9B
$2.95M 0.08%
26,564
+338
+1% +$36.1K
HZNP
191
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$2.9M 0.08%
80,073
– –
LH icon
192
Labcorp
LH
$26.1B
$2.88M 0.08%
19,800
-734
-4% -$106K
ADC icon
193
Agree Realty
ADC
$9.22B
$2.85M 0.08%
40,656
-6,829
-14% -$504K
LMT icon
194
Lockheed Martin
LMT
$139B
$2.85M 0.08%
7,325
+128
+2% +$49.1K
MPT
195
Medical Properties Trust
MPT
$2.48B
$2.82M 0.08%
133,733
-22,120
-14% -$448K
FTV icon
196
Fortive
FTV
$18.6B
$2.81M 0.08%
58,423
-14,757
-20% -$666K
XLF icon
197
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.81M 0.08%
91,343
-4,935
-5% -$145K
LHX icon
198
L3Harris
LHX
$54B
$2.79M 0.08%
14,100
-1,127
-7% -$226K
AXP icon
199
American Express
AXP
$229B
$2.79M 0.08%
22,376
+1,363
+6% +$163K
DAL icon
200
Delta Air Lines
DAL
$58.7B
$2.74M 0.08%
46,912
-10,912
-19% -$612K
6 7
8
9 10

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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.