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
+7.69%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+107.98%
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
AAPL icon
1
Apple
AAPL
$4.54T
$135M 3.69%
1,838,860
-4,496
-0.2% -$289K
MSFT icon
2
Microsoft
MSFT
$3.45T
$104M 2.84%
658,147
-34,951
-5% -$5.13M
BWX icon
3
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.33B
$85.3M 2.33%
2,959,172
+385,907
+15% +$11.1M
SPY icon
4
State Street SPDR S&P 500 ETF Trust
SPY
$790B
$83.6M 2.29%
259,590
+10,155
+4% +$3.13M
BWZ icon
5
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
$269M
$82.5M 2.26%
2,674,439
-355,415
-12% -$10.9M
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$73.8B
$75.3M 2.06%
1,555,064
-40,728
-3% -$1.89M
IWM icon
7
iShares Russell 2000 ETF
IWM
$79.8B
$68.8M 1.88%
415,208
-8,122
-2% -$1.28M
JPM icon
8
JPMorgan Chase
JPM
$935B
$63.5M 1.74%
455,669
-7,706
-2% -$988K
MCD icon
9
McDonald's
MCD
$192B
$62.9M 1.72%
318,175
+4,432
+1% +$879K
HD icon
10
Home Depot
HD
$331B
$58.8M 1.61%
269,267
-633
-0.2% -$143K
EFG icon
11
iShares MSCI EAFE Growth ETF
EFG
$16.6B
$54.1M 1.48%
625,196
-485,818
-44% -$40.5M
EEM icon
12
iShares MSCI Emerging Markets ETF
EEM
$28.8B
$52.4M 1.43%
1,168,057
-4,671
-0.4% -$201K
HEDJ icon
13
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$51.9M 1.42%
1,469,218
-28,080
-2% -$968K
AMZN icon
14
Amazon
AMZN
$2.92T
$49.1M 1.34%
531,300
+9,400
+2% +$832K
IEMG icon
15
iShares Core MSCI Emerging Markets ETF
IEMG
$150B
$46.6M 1.28%
867,568
-391
-0% -$20.1K
SHY icon
16
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$44.8M 1.22%
528,903
-60,386
-10% -$5.12M
INTC icon
17
Intel
INTC
$455B
$44.7M 1.22%
747,574
-4,708
-0.6% -$263K
JNJ icon
18
Johnson & Johnson
JNJ
$618B
$41.3M 1.13%
282,934
-22,479
-7% -$3.05M
IAU icon
19
iShares Gold Trust
IAU
$62.9B
$39.6M 1.08%
1,366,590
+106,087
+8% +$3.01M
EFA icon
20
iShares MSCI EAFE ETF
EFA
$78B
$39.6M 1.08%
569,607
+724
+0.1% +$48.9K
GOOG icon
21
Alphabet (Google) Class C
GOOG
$4.36T
$33.8M 0.93%
505,880
-7,900
-2% -$510K
CSCO icon
22
Cisco
CSCO
$457B
$33.5M 0.92%
698,542
-63,246
-8% -$2.94M
PEP icon
23
PepsiCo
PEP
$190B
$33.2M 0.91%
243,103
-6,957
-3% -$947K
V icon
24
Visa
V
$684B
$33.2M 0.91%
176,507
-39,214
-18% -$7.07M
CVX icon
25
Chevron
CVX
$392B
$32.5M 0.89%
269,847
+3,506
+1% +$413K
1
2 3 4 5

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 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.