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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
JNK icon
201
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.3B
$2.73M 0.07%
24,888
-3,193
-11% -$346K
GS icon
202
Goldman Sachs
GS
$301B
$2.71M 0.07%
11,800
+51
+0.4% +$11.1K
SPLV icon
203
Invesco S&P 500 Low Volatility ETF
SPLV
$7.17B
$2.7M 0.07%
46,331
+1,402
+3% +$80.4K
XLK icon
204
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.7M 0.07%
58,980
-1,686
-3% -$72.2K
AMAT icon
205
Applied Materials
AMAT
$415B
$2.7M 0.07%
44,221
+33,536
+314% +$1.88M
YUM icon
206
Yum! Brands
YUM
$39.7B
$2.64M 0.07%
26,218
+13,349
+104% +$1.38M
IGSB icon
207
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$2.63M 0.07%
48,946
+1,004
+2% +$53.8K
STZ icon
208
Constellation Brands
STZ
$22.8B
$2.6M 0.07%
13,682
-1,755
-11% -$331K
GRP.U
209
DELISTED
Granite Real Estate Investment Trust
GRP.U
$2.57M 0.07%
40,169
-5,755
-13% -$290K
CPT icon
210
Camden Property Trust
CPT
$11B
$2.55M 0.07%
24,037
-3,219
-12% -$356K
AVB icon
211
AvalonBay Communities
AVB
$26.3B
$2.49M 0.07%
11,877
-6,732
-36% -$1.44M
PSA icon
212
Public Storage
PSA
$60.8B
$2.49M 0.07%
11,681
-11,601
-50% -$2.57M
DEO icon
213
Diageo
DEO
$54B
$2.46M 0.07%
14,637
-1,137
-7% -$185K
FLOT icon
214
iShares Floating Rate Bond ETF
FLOT
$10.5B
$2.46M 0.07%
48,294
+2,614
+6% +$133K
CMS icon
215
CMS Energy
CMS
$21.7B
$2.45M 0.07%
39,056
+717
+2% +$44.7K
NSC icon
216
Norfolk Southern
NSC
$75B
$2.45M 0.07%
12,609
+7,979
+172% +$1.5M
PAYC icon
217
Paycom
PAYC
$9.62B
$2.45M 0.07%
9,242
– –
HSY icon
218
Hershey
HSY
$36.7B
$2.43M 0.07%
16,563
+9,948
+150% +$1.47M
PSB
219
DELISTED
PS Business Parks, Inc.
PSB
$2.4M 0.07%
14,536
– –
BNY
220
Bank of New York Mellon
BNY
$108B
$2.39M 0.07%
47,404
-20,464
-30% -$977K
GPC icon
221
Genuine Parts
GPC
$18.5B
$2.31M 0.06%
21,771
-1,346
-6% -$138K
TRNO icon
222
Terreno Realty
TRNO
$7.45B
$2.3M 0.06%
42,474
– –
VOYA icon
223
Voya Financial
VOYA
$9.09B
$2.25M 0.06%
36,835
-263
-0.7% -$14.8K
DOW icon
224
Dow Inc
DOW
$22.1B
$2.23M 0.06%
40,747
+11,308
+38% +$584K
IWS icon
225
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2.23M 0.06%
23,523
+2,001
+9% +$183K
7 8
9
10 11

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SCC
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BAM
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ACI
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ACM
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PP
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MXM
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OSIA
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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.