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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
Cap. Flow
-$73.2M
Cap. Flow %
-1.88%
Top 10 Hldgs %
19.43%
Holding
823
New
109
Increased
206
Reduced
376
Closed
39

Top Buys

Rank Stock Value
1
BWZ icon
State Street SPDR Bloomberg Short Term International Treasury Bond ETF
BWZ
+$8.41M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.89M
3
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.45M
4
ITW icon
Illinois Tool Works
ITW
+$5.44M
5
TXN icon
Texas Instruments
TXN
+$4.64M

Top Sells

Rank Stock Value
1
BA icon
Boeing
BA
+$7.89M
2
ITB icon
iShares US Home Construction ETF
ITB
+$5.93M
3
AAPL icon
Apple
AAPL
+$5.83M
4
CMI icon
Cummins
CMI
+$4.03M
5
VZ icon
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
LYB icon
251
LyondellBasell Industries
LYB
$20.2B
$2.67M 0.07%
24,294
-9,078
-27% -$997K
CNK icon
252
Cinemark Holdings
CNK
$4.38B
$2.67M 0.07%
75,995
-23,353
-24% -$861K
LNC icon
253
Lincoln National
LNC
$8.75B
$2.66M 0.07%
42,738
-1,662
-4% -$114K
ESRX
254
DELISTED
Express Scripts Holding Company
ESRX
$2.65M 0.07%
34,275
+3,978
+13% +$298K
ZBH icon
255
Zimmer Biomet
ZBH
$18.7B
$2.61M 0.07%
24,128
-1,829
-7% -$199K
CI icon
256
Cigna
CI
$73.6B
$2.6M 0.07%
15,316
-8,317
-35% -$1.44M
PLUS icon
257
ePlus
PLUS
$2.35B
$2.6M 0.07%
55,276
– –
LH icon
258
Labcorp
LH
$26.1B
$2.59M 0.07%
16,808
+3,391
+25% +$512K
WY icon
259
Weyerhaeuser
WY
$18.2B
$2.58M 0.07%
70,677
+54,484
+336% +$1.99M
BMO icon
260
Bank of Montreal
BMO
$127B
$2.57M 0.07%
+203
New +$15.6K
YELP icon
261
Yelp
YELP
$1.35B
$2.56M 0.07%
65,343
– –
XYZ
262
Block Inc
XYZ
$47.5B
$2.56M 0.07%
41,528
-2,771
-6% -$152K
DXC icon
263
DXC Technology
DXC
$1.74B
$2.55M 0.07%
31,622
-6,773
-18% -$582K
GTY
264
Getty Realty Corp
GTY
$2.01B
$2.52M 0.06%
89,590
– –
EQIX icon
265
Equinix
EQIX
$103B
$2.51M 0.06%
5,849
-2,726
-32% -$1.1M
BHB icon
266
Bar Harbor Bankshares
BHB
$660M
$2.5M 0.06%
82,671
-11,475
-12% -$342K
MKTX icon
267
MarketAxess Holdings
MKTX
$5.72B
$2.5M 0.06%
12,649
-873
-6% -$181K
PX
268
DELISTED
Praxair Inc
PX
$2.5M 0.06%
15,785
-1,402
-8% -$217K
MS icon
269
Morgan Stanley
MS
$338B
$2.48M 0.06%
52,237
-10,054
-16% -$525K
D icon
270
Dominion Energy
D
$59.1B
$2.46M 0.06%
36,098
-3,494
-9% -$228K
PYPL icon
271
PayPal
PYPL
$50.5B
$2.45M 0.06%
29,467
-8,368
-22% -$667K
ATVI
272
DELISTED
Activision Blizzard
ATVI
$2.44M 0.06%
32,039
+80
+0.3% +$5.66K
FDX icon
273
FedEx
FDX
$76.9B
$2.41M 0.06%
10,595
-287
-3% -$71.1K
COR
274
DELISTED
Coresite Realty Corporation
COR
$2.39M 0.06%
21,608
+712
+3% +$75.2K
CHE icon
275
Chemed
CHE
$7.18B
$2.37M 0.06%
7,375
-2
-0% -$626
9 10
11
12 13

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IA
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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 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.