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
+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
SUI icon
276
Sun Communities
SUI
$14.4B
$1.75M 0.05%
13,689
-10,274
-43% -$1.28M
TTC icon
277
Toro Company
TTC
$9.4B
$1.75M 0.05%
26,234
-1,731
-6% -$122K
REXR icon
278
Rexford Industrial Realty
REXR
$8.13B
$1.74M 0.05%
43,010
-22,250
-34% -$847K
SCHO icon
279
Schwab Short-Term US Treasury ETF
SCHO
$12.9B
$1.74M 0.05%
68,632
+17,720
+35% +$445K
ACC
280
DELISTED
American Campus Communities, Inc.
ACC
$1.72M 0.05%
37,327
-2,042
-5% -$95.8K
CE icon
281
Celanese
CE
$4.88B
$1.71M 0.05%
+15,898
New +$1.65M
ARW icon
282
Arrow Electronics
ARW
$10.3B
$1.71M 0.05%
23,938
-564
-2% -$41.6K
EQR icon
283
Equity Residential
EQR
$24.7B
$1.71M 0.05%
22,460
-39
-0.2% -$2.98K
BBL
284
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.7M 0.05%
33,338
-9,283
-22% -$443K
SCHW
285
Charles Schwab
SCHW
$188B
$1.69M 0.05%
42,061
-10,213
-20% -$445K
IWV icon
286
iShares Russell 3000 ETF
IWV
$20.4B
$1.68M 0.05%
+9,763
New +$1.66M
LSI
287
DELISTED
Life Storage, Inc.
LSI
$1.68M 0.05%
26,546
-1,512
-5% -$97.1K
BAX icon
288
Baxter International
BAX
$14.4B
$1.68M 0.05%
20,458
-6,658
-25% -$517K
AGO icon
289
Assured Guaranty
AGO
$3.36B
$1.67M 0.05%
39,652
+840
+2% +$37K
IEFA icon
290
iShares Core MSCI EAFE ETF
IEFA
$195B
$1.66M 0.05%
27,046
+10,077
+59% +$617K
UI icon
291
Ubiquiti
UI
$34.5B
$1.66M 0.05%
+12,607
New +$1.83M
RBC icon
292
RBC Bearings
RBC
$17.6B
$1.66M 0.05%
9,927
-628
-6% -$88.9K
FCPT icon
293
Four Corners Property Trust
FCPT
$2.69B
$1.64M 0.05%
60,141
-75
-0.1% -$2.15K
PM icon
294
Philip Morris
PM
$290B
$1.64M 0.04%
20,862
-9,658
-32% -$798K
UPS icon
295
United Parcel Service
UPS
$89.1B
$1.61M 0.04%
15,601
-3,867
-20% -$402K
PK icon
296
Park Hotels & Resorts
PK
$2.92B
$1.6M 0.04%
58,086
+2,970
+5% +$89.1K
VFC icon
297
VF Corp
VFC
$5.86B
$1.59M 0.04%
18,229
-7,411
-29% -$639K
DOW icon
298
Dow Inc
DOW
$22.1B
$1.59M 0.04%
+32,214
New +$1.7M
CUZ icon
299
Cousins Properties
CUZ
$4.83B
$1.58M 0.04%
+43,773
New +$1.64M
TYL icon
300
Tyler Technologies
TYL
$13B
$1.58M 0.04%
7,323
-9,051
-55% -$1.96M
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 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.