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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
+3.69%
1 Year Est. Return
+12.24%
3 Year Est. Return
+63.57%
5 Year Est. Return
+115.98%
10 Year Est. Return
–
AUM
$3.65B
AUM Growth
+$428M
Cap. Flow
+$319M
Cap. Flow %
8.72%
Top 10 Hldgs %
21.37%
Holding
813
New
104
Increased
204
Reduced
415
Closed
60

Top Buys

Rank Stock Value
1
IVW icon
iShares S&P 500 Growth ETF
IVW
+$71.6M
2
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$66.4M
3
IWM icon
iShares Russell 2000 ETF
IWM
+$63.9M
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$53.7M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$41.8M

Top Sells

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$22.8M
2
AAPL icon
Apple
AAPL
+$10.1M
3
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.02M
4
PG icon
Procter & Gamble
PG
+$7.75M
5
MSFT icon
Microsoft
MSFT
+$7.74M

Sector Composition

Rank Sector Weight
1 Technology 12.66%
2 Financials 10.06%
3 Healthcare 9.44%
4 Consumer Discretionary 8.56%
5 Industrials 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EFV icon
226
iShares MSCI EAFE Value ETF
EFV
$30B
$2.46M 0.07%
51,237
+4,976
+11% +$243K
SLB icon
227
SLB Ltd
SLB
$78.9B
$2.46M 0.07%
61,805
-49,413
-44% -$1.99M
PSB
228
DELISTED
PS Business Parks, Inc.
PSB
$2.45M 0.07%
14,536
+618
+4% +$98.8K
LHX icon
229
L3Harris
LHX
$54.2B
$2.39M 0.07%
12,642
-5,297
-30% -$956K
BDX icon
230
Becton Dickinson
BDX
$48.7B
$2.38M 0.07%
9,660
-5,588
-37% -$1.3M
CL icon
231
Colgate-Palmolive
CL
$74.1B
$2.38M 0.07%
33,144
-10,301
-24% -$731K
VTI icon
232
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
$2.35M 0.06%
15,645
+13,209
+542% +$1.95M
MPC icon
233
Marathon Petroleum
MPC
$89B
$2.34M 0.06%
41,805
-27,430
-40% -$1.5M
GS icon
234
Goldman Sachs
GS
$301B
$2.32M 0.06%
11,350
-1,625
-13% -$322K
IT icon
235
Gartner
IT
$12.2B
$2.3M 0.06%
14,291
-921
-6% -$144K
SPG icon
236
Simon Property Group
SPG
$71.4B
$2.28M 0.06%
14,269
-4,849
-25% -$835K
CMS icon
237
CMS Energy
CMS
$21.7B
$2.27M 0.06%
39,158
+10,357
+36% +$581K
MO icon
238
Altria Group
MO
$110B
$2.24M 0.06%
47,331
-15,340
-24% -$803K
DE icon
239
Deere & Co
DE
$164B
$2.22M 0.06%
13,405
-9,556
-42% -$1.49M
GM icon
240
General Motors
GM
$77.6B
$2.22M 0.06%
57,617
+22,062
+62% +$827K
LRCX icon
241
Lam Research
LRCX
$386B
$2.21M 0.06%
117,660
-56,910
-33% -$1.08M
VRS
242
DELISTED
Verso Corporation
VRS
$2.21M 0.06%
116,027
+47,139
+68% +$953K
CTRE icon
243
CareTrust REIT
CTRE
$9.57B
$2.2M 0.06%
92,518
+18
+0% +$436
PWR icon
244
Quanta Services
PWR
$100B
$2.18M 0.06%
57,122
+963
+2% +$36.6K
FDX icon
245
FedEx
FDX
$77B
$2.17M 0.06%
13,188
-848
-6% -$148K
YUMC icon
246
Yum China
YUMC
$16.4B
$2.16M 0.06%
46,841
-3,945
-8% -$171K
DD icon
247
DuPont de Nemours
DD
$19.2B
$2.16M 0.06%
22,890
-25,721
-53% -$3.07M
PPG icon
248
PPG Industries
PPG
$25.8B
$2.14M 0.06%
18,345
-8,264
-31% -$942K
CLX icon
249
Clorox
CLX
$12.9B
$2.12M 0.06%
13,866
-5,725
-29% -$875K
YETI icon
250
Yeti Holdings
YETI
$3.97B
$2.11M 0.06%
+72,970
New +$2.1M
8 9
10
11 12

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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 Q2 2019 Portfolio in Review

As of Q2 2019, People's United Financial held 813 positions worth $3.65B, up 13% from $3.23B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

People's United Financial deployed $319M of net new capital in Q2 2019, opening 104 new positions and adding to 204 existing holdings. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 1,633,830 shares worth $54.1M.

By sector, the portfolio is most concentrated in Technology at 13% of assets, down from 15% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Booking.com, an estimated $22.8M trimmed.

  • People's United Financial's largest Q2 2019 buy was WisdomTree Europe Hedged Equity Fund: 1,633,830 shares worth $54.1M.
  • People's United Financial added most to iShares S&P 500 Growth ETF in Q2 2019, an estimated $71.6M increase.
  • People's United Financial's biggest Q2 2019 reduction was Booking.com, cutting an estimated $22.8M.
  • People's United Financial fully exited People's United Financial Inc in Q2 2019, selling an estimated $2.19M.
  • People's United Financial's ten largest holdings make up 21% of its $3.65B portfolio in Q2 2019.
  • People's United Financial opened 104 new positions and closed 60 in Q2 2019.
  • People's United Financial's portfolio value rose 13% quarter-over-quarter to $3.65B.

Based on People's United Financial's 13F filing for Q2 2019, filed 14 Aug 2019.