We are live on ! Find out more
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
VWO icon
201
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$2.28M 0.08%
59,890
-3,471
-5% -$134K
LNC icon
202
Lincoln National
LNC
$8.75B
$2.28M 0.08%
44,430
-787
-2% -$47.8K
SCHW
203
Charles Schwab
SCHW
$188B
$2.28M 0.08%
54,902
-2,054
-4% -$92.9K
SPGI icon
204
S&P Global
SPGI
$121B
$2.26M 0.08%
13,271
+3,348
+34% +$600K
MAR icon
205
Marriott International
MAR
$90.9B
$2.25M 0.08%
20,673
-3,807
-16% -$437K
CI icon
206
Cigna
CI
$73.6B
$2.23M 0.08%
11,752
-3,237
-22% -$675K
ANSS
207
DELISTED
Ansys
ANSS
$2.18M 0.08%
15,254
+7,469
+96% +$1.16M
KWR icon
208
Quaker Houghton
KWR
$2.96B
$2.18M 0.08%
12,258
+6,307
+106% +$1.22M
VLO icon
209
Valero Energy
VLO
$90.7B
$2.17M 0.08%
28,951
+4,538
+19% +$399K
PXD
210
DELISTED
Pioneer Natural Resource Co.
PXD
$2.17M 0.08%
16,456
-14,880
-47% -$2.27M
WY icon
211
Weyerhaeuser
WY
$18.2B
$2.15M 0.07%
98,370
-1,631
-2% -$43.4K
NDSN icon
212
Nordson
NDSN
$17.2B
$2.15M 0.07%
17,991
+7,465
+71% +$917K
CHE icon
213
Chemed
CHE
$7.18B
$2.09M 0.07%
7,375
-30
-0.4% -$9.05K
EQC
214
DELISTED
Equity Commonwealth
EQC
$2.08M 0.07%
69,277
+8,715
+14% +$265K
ADI icon
215
Analog Devices
ADI
$187B
$2.07M 0.07%
24,177
-15,327
-39% -$1.33M
RPM icon
216
RPM International
RPM
$14.8B
$2.07M 0.07%
35,268
+405
+1% +$24.8K
EFV icon
217
iShares MSCI EAFE Value ETF
EFV
$30B
$2.07M 0.07%
45,781
+34,475
+305% +$1.66M
C icon
218
Citigroup
C
$227B
$2.06M 0.07%
39,483
+10,597
+37% +$671K
CHGG icon
219
Chegg
CHGG
$94.8M
$2.04M 0.07%
71,809
– –
ZBRA icon
220
Zebra Technologies
ZBRA
$17.9B
$2.04M 0.07%
12,784
+229
+2% +$38.1K
HUM icon
221
Humana
HUM
$46.3B
$2.03M 0.07%
7,083
+20
+0.3% +$6.34K
DUK icon
222
Duke Energy
DUK
$94.5B
$2.02M 0.07%
23,362
+7,937
+51% +$676K
IUSG icon
223
iShares Core S&P US Growth ETF
IUSG
$33.8B
$2M 0.07%
37,982
+11,512
+43% +$653K
ETN icon
224
Eaton
ETN
$173B
$1.98M 0.07%
28,860
-713
-2% -$53.3K
UPS icon
225
United Parcel Service
UPS
$89.1B
$1.98M 0.07%
20,321
-2,981
-13% -$323K
7 8
9
10 11

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.