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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
+2.14%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.89B
AUM Growth
+$737M
(+23%)
Cap. Flow
-$73.2M
Cap. Flow
% of AUM
-1.88%
Top 10 Holdings %
Top 10 Hldgs %
19.43%
Holding
823
New
109
Increased
206
Reduced
376
Closed
39
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
|
+$8.41M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.89M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$5.45M |
| 4 |
Illinois Tool Works
ITW
|
+$5.44M |
| 5 |
Texas Instruments
TXN
|
+$4.64M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Boeing
BA
|
+$7.89M |
| 2 |
iShares US Home Construction ETF
ITB
|
+$5.93M |
| 3 |
Apple
AAPL
|
+$5.83M |
| 4 |
Cummins
CMI
|
+$4.03M |
| 5 |
Verizon
VZ
|
+$3.24M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 13.26% |
| 2 | Financials | 11.7% |
| 3 | Consumer Discretionary | 10.55% |
| 4 | Healthcare | 9.77% |
| 5 | Industrials | 9.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Valero Energy
VLO
$90.7B
| $3.17M | 0.08% |
28,602
-4,138
| -13% | -$464K |
|
227
Air Products & Chemicals
APD
$68.6B
| $3.17M | 0.08% |
20,353
-2,533
| -11% | -$414K |
|
228
Becton Dickinson
BDX
$48.9B
| $3.14M | 0.08% |
13,431
-1,971
| -13% | -$439K |
|
229
Marriott International
MAR
$90.9B
| $3.1M | 0.08% |
24,445
-4,997
| -17% | -$679K |
|
230
Goldman Sachs
GS
$301B
| $3.07M | 0.08% |
13,923
-3,217
| -19% | -$767K |
|
231
NVIDIA
NVDA
$5.27T
| $3.06M | 0.08% |
516,680
-5,040
| -1% | -$30.6K |
|
232
Vanguard FTSE Emerging Markets ETF
VWO
$126B
| $3.06M | 0.08% |
72,513
-29,164
| -29% | -$1.32M |
|
|
RDS.A
233
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $3.02M | 0.08% |
43,603
+894
| +2% | +$61.9K |
|
234
Stanley Black & Decker
SWK
$15.5B
| $3.02M | 0.08% |
22,715
-9,129
| -29% | -$1.31M |
|
235
Nike
NKE
$62.5B
| $3M | 0.08% |
37,621
-8,307
| -18% | -$585K |
|
|
EBIX
236
DELISTED
Ebix Inc
EBIX
| $2.95M | 0.08% |
38,716
| – | – |
|
237
International Paper
IP
$21.9B
| $2.91M | 0.07% |
59,079
+14,444
| +32% | +$738K |
|
238
Royal Bank of Canada
RY
$293B
| $2.9M | 0.07% |
+5,611
| New | +$430K |
|
239
American Express
AXP
$229B
| $2.88M | 0.07% |
29,416
-4,322
| -13% | -$425K |
|
240
Insperity
NSP
$1.96B
| $2.83M | 0.07% |
29,758
| – | – |
|
241
VanEck High Yield Muni ETF
HYD
$4.4B
| $2.81M | 0.07% |
+1,119
| New | +$69.8K |
|
242
United Parcel Service
UPS
$89.1B
| $2.8M | 0.07% |
26,402
-4,638
| -15% | -$521K |
|
243
Idacorp
IDA
$8.08B
| $2.77M | 0.07% |
+1,029
| New | +$92.4K |
|
244
Webster Financial
WBS
$12.8B
| $2.76M | 0.07% |
43,342
-1,356
| -3% | -$84.4K |
|
245
Dollar General
DG
$27B
| $2.76M | 0.07% |
27,982
+376
| +1% | +$36.2K |
|
|
DOC
246
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $2.74M | 0.07% |
171,778
-2,836
| -2% | -$42.9K |
|
247
iShares Russell 2000 ETF
IWM
$81.5B
| $2.73M | 0.07% |
16,675
-1,246
| -7% | -$199K |
|
248
Stryker
SYK
$133B
| $2.72M | 0.07% |
16,136
-1,689
| -9% | -$284K |
|
249
L3Harris
LHX
$54B
| $2.71M | 0.07% |
18,738
-590
| -3% | -$91.4K |
|
250
State Street
STT
$51.3B
| $2.67M | 0.07% |
28,728
-1,802
| -6% | -$179K |
|
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People's United Financial's Q2 2018 Portfolio in Review
As of Q2 2018, People's United Financial held 823 positions worth $3.89B, up 23% from $3.16B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
People's United Financial's Q2 2018 filing shows 109 new, 206 increased, 376 reduced and 39 closed positions. Its largest new stake was Invesco S&P 500 Equal Weight ETF: 53,807 shares worth $5.48M. The largest sale was Boeing, an estimated $7.89M.
By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
- People's United Financial's largest Q2 2018 buy was Invesco S&P 500 Equal Weight ETF: 53,807 shares worth $5.48M.
- People's United Financial added most to State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q2 2018, an estimated $8.41M increase.
- People's United Financial's biggest Q2 2018 reduction was Boeing, cutting an estimated $7.89M.
- People's United Financial fully exited Time Warner Inc in Q2 2018, selling an estimated $2.33M.
- People's United Financial's ten largest holdings make up 19% of its $3.89B portfolio in Q2 2018.
- People's United Financial opened 109 new positions and closed 39 in Q2 2018.
- People's United Financial's portfolio value rose 23% quarter-over-quarter to $3.89B.
Based on People's United Financial's 13F filing for Q2 2018, filed 8 Aug 2018.