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
+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
DE icon
276
Deere & Co
DE
$164B
$2.37M 0.06%
16,969
-1,550
-8% -$228K
CPRI icon
277
Capri Holdings
CPRI
$1.75B
$2.37M 0.06%
35,536
+1,482
+4% +$96.8K
XLF icon
278
State Street Financial Select Sector SPDR ETF
XLF
$59B
$2.31M 0.06%
86,910
-22,612
-21% -$624K
EXC icon
279
Exelon
EXC
$45.8B
$2.29M 0.06%
75,297
+15,663
+26% +$448K
ADC icon
280
Agree Realty
ADC
$9.22B
$2.26M 0.06%
42,793
-12
-0% -$611
ETN icon
281
Eaton
ETN
$173B
$2.25M 0.06%
30,098
+1,420
+5% +$110K
CLX icon
282
Clorox
CLX
$13B
$2.24M 0.06%
16,574
-4,312
-21% -$532K
DRI icon
283
Darden Restaurants
DRI
$24.9B
$2.24M 0.06%
20,893
+60
+0.3% +$5.49K
PHG icon
284
Philips
PHG
$26.3B
$2.17M 0.06%
66,022
+19
+0% +$607
ALGN icon
285
Align Technology
ALGN
$12.5B
$2.17M 0.06%
6,324
-1,396
-18% -$416K
CSGP icon
286
CoStar Group
CSGP
$12.8B
$2.13M 0.05%
51,730
-610
-1% -$23.5K
PLD icon
287
Prologis
PLD
$132B
$2.13M 0.05%
32,387
-239
-0.7% -$15.4K
MTB icon
288
M&T Bank
MTB
$36.3B
$2.11M 0.05%
12,416
-88
-0.7% -$15.8K
LHO
289
DELISTED
LaSalle Hotel Properties
LHO
$2.1M 0.05%
61,367
+14,256
+30% +$461K
DLR icon
290
Digital Realty Trust
DLR
$70.8B
$2.09M 0.05%
18,719
+90
+0.5% +$9.55K
XLK icon
291
State Street Technology Select Sector SPDR ETF
XLK
$122B
$2.09M 0.05%
60,086
-25,072
-29% -$860K
PDM
292
Piedmont Realty Trust
PDM
$1.16B
$2.08M 0.05%
104,484
+36,909
+55% +$685K
BP icon
293
BP
BP
$110B
$2.07M 0.05%
48,099
+2,709
+6% +$114K
REXR icon
294
Rexford Industrial Realty
REXR
$8.13B
$2.06M 0.05%
65,701
– –
TYL icon
295
Tyler Technologies
TYL
$13B
$2.06M 0.05%
9,266
-850
-8% -$191K
AMAT icon
296
Applied Materials
AMAT
$415B
$2.05M 0.05%
44,434
+237
+0.5% +$12.2K
SPGI icon
297
S&P Global
SPGI
$121B
$2.04M 0.05%
10,023
-770
-7% -$152K
RPM icon
298
RPM International
RPM
$14.8B
$2.04M 0.05%
34,932
-1,180
-3% -$59.2K
SLYG icon
299
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
$5.18B
$2.03M 0.05%
+225
New +$13.8K
YUMC icon
300
Yum China
YUMC
$16.5B
$2.03M 0.05%
52,817
+2,983
+6% +$118K
10 11
12
13 14

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 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.