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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
+107.98%
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
MCD icon
1
McDonald's
MCD
$192B
$124M 3.87%
720,229
-25,426
-3% -$4.27M
AAPL icon
2
Apple
AAPL
$4.54T
$109M 3.4%
2,573,760
-100,924
-4% -$4.22M
BWZ icon
3
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$75.9M 2.37%
2,362,477
+99,749
+4% +$3.17M
MSFT icon
4
Microsoft
MSFT
$3.45T
$74.4M 2.32%
869,894
-35,792
-4% -$2.94M
JPM icon
5
JPMorgan Chase
JPM
$935B
$67.8M 2.11%
633,566
-15,335
-2% -$1.55M
BWX icon
6
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$66.3M 2.07%
2,331,825
-37,837
-2% -$1.06M
HD icon
7
Home Depot
HD
$331B
$60.6M 1.89%
319,998
-2,355
-0.7% -$406K
EEM icon
8
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$59.9M 1.87%
1,270,168
-35,374
-3% -$1.64M
JNJ icon
9
Johnson & Johnson
JNJ
$618B
$58.1M 1.81%
415,742
-10,368
-2% -$1.44M
BA icon
10
Boeing
BA
$171B
$56.6M 1.77%
192,019
-10,674
-5% -$2.89M
INTC icon
11
Intel
INTC
$455B
$48.1M 1.5%
1,042,230
-36,882
-3% -$1.61M
CVX icon
12
Chevron
CVX
$392B
$41.9M 1.31%
334,713
-6,295
-2% -$746K
PG icon
13
Procter & Gamble
PG
$336B
$37.7M 1.18%
410,234
-17,739
-4% -$1.6M
SHY icon
14
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$35.9M 1.12%
428,432
+5,961
+1% +$502K
IEMG icon
15
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$35.4M 1.1%
622,306
+35,792
+6% +$2M
HON icon
16
Honeywell
HON
$77B
$34M 1.06%
245,646
-5,467
-2% -$733K
MMM icon
17
3M
MMM
$90.9B
$33.4M 1.04%
169,633
-4,692
-3% -$903K
PEP icon
18
PepsiCo
PEP
$190B
$32.9M 1.03%
274,599
-2,426
-0.9% -$277K
XOM icon
19
ExxonMobil
XOM
$644B
$32.6M 1.02%
390,072
-16,933
-4% -$1.4M
CSCO icon
20
Cisco
CSCO
$457B
$32.1M 1%
836,941
-56,040
-6% -$2M
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.36T
$31.1M 0.97%
593,840
-5,720
-1% -$291K
IAU icon
22
iShares Gold Trust
IAU
$62.9B
$28.7M 0.9%
1,147,737
+30,124
+3% +$739K
DIS icon
23
Walt Disney
DIS
$167B
$28.4M 0.89%
264,479
-18,261
-6% -$1.88M
V icon
24
Visa
V
$684B
$28.2M 0.88%
247,310
-847
-0.3% -$93.5K
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$4.36T
$27.6M 0.86%
524,240
+26,120
+5% +$1.35M
1
2 3 4 5

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BAM
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ACI
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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.