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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
IVW icon
301
iShares S&P 500 Growth ETF
IVW
$77.4B
$2.03M 0.05%
49,940
-8,784
-15% -$353K
C icon
302
Citigroup
C
$227B
$2.01M 0.05%
30,076
-5,469
-15% -$377K
CHGG icon
303
Chegg
CHGG
$94.8M
$1.99M 0.05%
71,725
+165
+0.2% +$4.15K
VFC icon
304
VF Corp
VFC
$5.86B
$1.99M 0.05%
25,917
-269
-1% -$20.3K
TM icon
305
Toyota
TM
$224B
$1.94M 0.05%
+110
New +$14.5K
ICUI icon
306
ICU Medical
ICUI
$4.56B
$1.91M 0.05%
6,487
-197
-3% -$53.8K
HST icon
307
Host Hotels & Resorts
HST
$15.5B
$1.9M 0.05%
90,357
-50
-0.1% -$1.02K
AER icon
308
AerCap
AER
$23.5B
$1.9M 0.05%
35,017
-754
-2% -$40.6K
ZBRA icon
309
Zebra Technologies
ZBRA
$17.9B
$1.9M 0.05%
13,238
-1,596
-11% -$235K
CPT icon
310
Camden Property Trust
CPT
$11B
$1.88M 0.05%
20,656
+4,510
+28% +$393K
F icon
311
Ford
F
$55.8B
$1.86M 0.05%
167,922
+8,495
+5% +$97.3K
WBA
312
DELISTED
Walgreens Boots Alliance
WBA
$1.86M 0.05%
30,943
-10,824
-26% -$697K
TCO
313
DELISTED
Taubman Centers Inc.
TCO
$1.85M 0.05%
31,457
+14,024
+80% +$787K
QCOM icon
314
Qualcomm
QCOM
$170B
$1.83M 0.05%
32,676
-9,457
-22% -$528K
GM icon
315
General Motors
GM
$77.2B
$1.8M 0.05%
45,767
+12,964
+40% +$510K
BAC.PRL icon
316
Bank of America Series L
BAC.PRL
$4B
$1.79M 0.05%
1,435
– –
BAX icon
317
Baxter International
BAX
$14.4B
$1.79M 0.05%
24,242
-204
-0.8% -$14.4K
ALE
318
DELISTED
Allete
ALE
$1.78M 0.05%
+89
New +$6.67K
ARW icon
319
Arrow Electronics
ARW
$10.3B
$1.78M 0.05%
23,701
+489
+2% +$37.2K
BIDU icon
320
Baidu
BIDU
$37.1B
$1.78M 0.05%
7,326
-122
-2% -$30.4K
NHI icon
321
National Health Investors
NHI
$3.59B
$1.77M 0.05%
24,018
– –
INN
322
Summit Hotel Properties
INN
$670M
$1.76M 0.05%
122,981
+4,667
+4% +$67.7K
KHC icon
323
Kraft Heinz
KHC
$29.6B
$1.76M 0.05%
27,990
-7,789
-22% -$462K
EXPO icon
324
Exponent
EXPO
$3.28B
$1.75M 0.05%
36,275
-451
-1% -$20.7K
BBL
325
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$1.75M 0.04%
38,902
-6,603
-15% -$290K
11 12
13
14 15

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SCC
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BAM
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ACI
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ACM
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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.