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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
WBD icon
251
Warner Bros
WBD
$67.3B
$2.1M 0.06%
68,550
+2,827
+4% +$82.2K
PAYC icon
252
Paycom
PAYC
$9.62B
$2.09M 0.06%
+9,238
New +$1.9M
RPM icon
253
RPM International
RPM
$14.8B
$2.08M 0.06%
34,002
-1,478
-4% -$87.3K
QNST icon
254
QuinStreet
QNST
$1.26B
$2.07M 0.06%
130,779
+93
+0.1% +$1.39K
MS icon
255
Morgan Stanley
MS
$338B
$2.04M 0.06%
46,532
-5,527
-11% -$246K
VOYA icon
256
Voya Financial
VOYA
$9.1B
$2.04M 0.06%
36,817
+20,114
+120% +$1.08M
SNPS icon
257
Synopsys
SNPS
$78.8B
$2.02M 0.06%
15,686
+657
+4% +$79K
REGI
258
DELISTED
Renewable Energy Group, Inc.
REGI
$2.01M 0.06%
126,721
-13,698
-10% -$253K
AIG icon
259
American International
AIG
$40.6B
$2M 0.05%
37,514
+8,124
+28% +$405K
IWS icon
260
iShares Russell Mid-Cap Value ETF
IWS
$15.9B
$2M 0.05%
22,428
+14,493
+183% +$1.27M
ROST icon
261
Ross Stores
ROST
$81.6B
$1.99M 0.05%
20,024
-39
-0.2% -$3.8K
SWK icon
262
Stanley Black & Decker
SWK
$15.5B
$1.98M 0.05%
13,699
-1,242
-8% -$175K
BAC.PRL icon
263
Bank of America Series L
BAC.PRL
$4B
$1.97M 0.05%
1,435
-1,435
-50% -$1.91M
HLF icon
264
Herbalife
HLF
$1.21B
$1.97M 0.05%
46,042
-41,220
-47% -$1.95M
EXPO icon
265
Exponent
EXPO
$3.27B
$1.96M 0.05%
33,496
-1,975
-6% -$112K
VIG icon
266
Vanguard Dividend Appreciation ETF
VIG
$114B
$1.96M 0.05%
17,029
+3,515
+26% +$394K
WPC icon
267
W.P. Carey
WPC
$16.1B
$1.94M 0.05%
24,333
+8,623
+55% +$683K
SYK icon
268
Stryker
SYK
$132B
$1.93M 0.05%
9,381
-7,469
-44% -$1.43M
BHB icon
269
Bar Harbor Bankshares
BHB
$660M
$1.91M 0.05%
71,791
+595
+0.8% +$15.2K
PHG icon
270
Philips
PHG
$26.3B
$1.91M 0.05%
55,110
-2,702
-5% -$86.8K
AER icon
271
AerCap
AER
$23.5B
$1.9M 0.05%
36,616
-1,205
-3% -$59.1K
STE icon
272
Steris
STE
$23.3B
$1.89M 0.05%
12,722
-491
-4% -$65.6K
HZNP
273
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
$1.89M 0.05%
+78,637
New +$1.99M
BPOP icon
274
Popular Inc
BPOP
$11.1B
$1.89M 0.05%
34,850
+21,710
+165% +$1.19M
WST icon
275
West Pharmaceutical
WST
$24.8B
$1.78M 0.05%
14,203
-760
-5% -$89.7K
9 10
11
12 13

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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.