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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
-10.35%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.99T
$88.4M 3.06%
2,240,884
-48,568
-2% -$2.35M
BWZ icon
2
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$264M
$84.7M 2.94%
2,760,516
-388,359
-12% -$11.9M
MSFT icon
3
Microsoft
MSFT
$2.92T
$83M 2.88%
816,688
+3,865
+0.5% +$414K
BWX icon
4
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.31B
$79.1M 2.74%
2,865,807
+535,214
+23% +$14.5M
MCD icon
5
McDonald's
MCD
$194B
$62.6M 2.17%
352,281
-498,410
-59% -$88.4M
JPM icon
6
JPMorgan Chase
JPM
$950B
$54.1M 1.88%
554,586
-32,948
-6% -$3.51M
HD icon
7
Home Depot
HD
$343B
$52.2M 1.81%
303,683
+6,734
+2% +$1.21M
JNJ icon
8
Johnson & Johnson
JNJ
$643B
$48.8M 1.69%
378,443
-3,796
-1% -$530K
BA icon
9
Boeing
BA
$175B
$47.6M 1.65%
147,532
-3,185
-2% -$1.1M
EEM icon
10
iShares MSCI Emerging Markets ETF
EEM
$28B
$44.1M 1.53%
1,130,014
+47,494
+4% +$1.9M
INTC icon
11
Intel
INTC
$435B
$43.3M 1.5%
921,601
-25,053
-3% -$1.17M
SHY icon
12
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$37.4M 1.3%
447,460
-9,742
-2% -$810K
AMZN icon
13
Amazon
AMZN
$2.48T
$35.4M 1.23%
471,440
+36,520
+8% +$3.04M
IEMG icon
14
iShares Core MSCI Emerging Markets ETF
IEMG
$147B
$35.2M 1.22%
746,330
-59,895
-7% -$2.9M
BKNG icon
15
Booking.com
BKNG
$154B
$34.7M 1.2%
504,075
+220,850
+78% +$16.2M
CSCO icon
16
Cisco
CSCO
$456B
$34.4M 1.19%
792,783
-24,880
-3% -$1.14M
CVX icon
17
Chevron
CVX
$374B
$34.2M 1.19%
314,170
-2,205
-0.7% -$255K
IAU icon
18
iShares Gold Trust
IAU
$62.5B
$32.8M 1.14%
1,333,366
-49,127
-4% -$1.16M
V icon
19
Visa
V
$697B
$30.4M 1.05%
230,270
+2,540
+1% +$351K
PEP icon
20
PepsiCo
PEP
$195B
$29.5M 1.02%
266,592
+650
+0.2% +$73.3K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.07T
$29.2M 1.01%
562,980
-940
-0.2% -$50.3K
PG icon
22
Procter & Gamble
PG
$347B
$28.7M 0.99%
311,753
-23,367
-7% -$2.09M
HON icon
23
Honeywell
HON
$78.3B
$28.4M 0.98%
227,802
-9,474
-4% -$1.29M
BRK.B icon
24
Berkshire Hathaway Class B
BRK.B
$1.11T
$27.3M 0.95%
133,773
+8,833
+7% +$1.84M
ABT icon
25
Abbott
ABT
$187B
$26.7M 0.93%
369,614
-4,917
-1% -$346K
1
2 3 4 5

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SCC
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BAM
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ACI
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ACM
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MXM
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OSIA
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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.