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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
TEL icon
201
TE Connectivity
TEL
$62.6B
$2.6M 0.08%
27,384
-3,309
-11% -$304K
NVDA icon
202
NVIDIA
NVDA
$5.42T
$2.58M 0.08%
533,120
+21,720
+4% +$108K
DG icon
203
Dollar General
DG
$27.9B
$2.57M 0.08%
27,600
-58
-0.2% -$4.99K
SO icon
204
Southern Company
SO
$107B
$2.52M 0.08%
52,410
-2,656
-5% -$135K
IWM icon
205
iShares Russell 2000 ETF
IWM
$83B
$2.45M 0.08%
16,077
-969
-6% -$146K
SCHE icon
206
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$2.42M 0.08%
86,428
+5,973
+7% +$165K
ALGN icon
207
Align Technology
ALGN
$12.3B
$2.4M 0.07%
10,795
-1,433
-12% -$325K
ADBE icon
208
Adobe
ADBE
$105B
$2.38M 0.07%
13,599
-92
-0.7% -$15.8K
TWX
209
DELISTED
Time Warner Inc
TWX
$2.37M 0.07%
25,860
-2,735
-10% -$258K
ABMD
210
DELISTED
Abiomed Inc
ABMD
$2.33M 0.07%
12,426
– –
ETN icon
211
Eaton
ETN
$174B
$2.33M 0.07%
29,468
+3,565
+14% +$277K
AMAT icon
212
Applied Materials
AMAT
$428B
$2.31M 0.07%
45,180
-23
-0.1% -$1.25K
ASPS icon
213
Altisource Portfolio Solutions
ASPS
$65.8M
$2.3M 0.07%
10,262
+236
+2% +$50.5K
AMP icon
214
Ameriprise Financial
AMP
$48.8B
$2.29M 0.07%
13,495
-934
-6% -$150K
IVW icon
215
iShares S&P 500 Growth ETF
IVW
$77.6B
$2.28M 0.07%
59,620
-4,988
-8% -$186K
VR
216
DELISTED
Validus Hold Ltd
VR
$2.25M 0.07%
47,908
-34,139
-42% -$1.69M
CHTR icon
217
Charter Communications
CHTR
$18.2B
$2.25M 0.07%
+6,685
New +$2.27M
IDXX icon
218
Idexx Laboratories
IDXX
$46.2B
$2.24M 0.07%
14,318
+187
+1% +$29.4K
COR
219
DELISTED
Coresite Realty Corporation
COR
$2.24M 0.07%
19,633
-1,649
-8% -$188K
GTY
220
Getty Realty Corp
GTY
$2.07B
$2.23M 0.07%
82,264
– –
MCHP icon
221
Microchip Technology
MCHP
$46B
$2.21M 0.07%
50,256
-4,608
-8% -$208K
GT icon
222
Goodyear
GT
$1.85B
$2.21M 0.07%
68,257
-5,364
-7% -$170K
F icon
223
Ford
F
$55.7B
$2.19M 0.07%
175,644
+94,186
+116% +$1.16M
DEO icon
224
Diageo
DEO
$53.6B
$2.17M 0.07%
14,847
+1,275
+9% +$176K
MON
225
DELISTED
Monsanto Co
MON
$2.13M 0.07%
18,206
-1,096
-6% -$130K
7 8
9
10 11

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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.