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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
ICUI icon
301
ICU Medical
ICUI
$4.56B
$1.58M 0.04%
6,270
-6,832
-52% -$1.58M
ANSS
302
DELISTED
Ansys
ANSS
$1.58M 0.04%
7,701
-7,965
-51% -$1.52M
RGA icon
303
Reinsurance Group of America
RGA
$15.8B
$1.55M 0.04%
9,958
-475
-5% -$71.1K
ZBH icon
304
Zimmer Biomet
ZBH
$18.7B
$1.54M 0.04%
13,519
-9,980
-42% -$1.17M
TRNO icon
305
Terreno Realty
TRNO
$7.45B
$1.54M 0.04%
31,440
+4,597
+17% +$208K
IEI icon
306
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$1.53M 0.04%
+12,132
New +$1.5M
SAP icon
307
SAP
SAP
$241B
$1.52M 0.04%
11,123
-739
-6% -$92K
DIA icon
308
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$1.52M 0.04%
5,717
+217
+4% +$56.6K
CDNS icon
309
Cadence Design Systems
CDNS
$91.4B
$1.52M 0.04%
21,427
+18,220
+568% +$1.22M
ETN icon
310
Eaton
ETN
$173B
$1.52M 0.04%
18,205
-11,222
-38% -$908K
SPGI icon
311
S&P Global
SPGI
$121B
$1.5M 0.04%
6,594
-6,740
-51% -$1.47M
DRI icon
312
Darden Restaurants
DRI
$24.9B
$1.49M 0.04%
12,256
-12,156
-50% -$1.45M
CGNX icon
313
Cognex
CGNX
$10.8B
$1.47M 0.04%
30,612
-1,562
-5% -$75.1K
VBK icon
314
Vanguard Morningstar Small-Cap Growth ETF
VBK
$24.5B
$1.46M 0.04%
+7,859
New +$1.43M
NDSN icon
315
Nordson
NDSN
$17.2B
$1.46M 0.04%
10,333
-7,726
-43% -$1.06M
FIVE icon
316
Five Below
FIVE
$13B
$1.44M 0.04%
12,029
-533
-4% -$70.2K
WBS icon
317
Webster Financial
WBS
$12.8B
$1.44M 0.04%
30,230
-1,009
-3% -$50.3K
OMF icon
318
OneMain Financial
OMF
$7.27B
$1.44M 0.04%
42,694
+34,837
+443% +$1.14M
BAH icon
319
Booz Allen Hamilton
BAH
$9.37B
$1.44M 0.04%
21,784
-951
-4% -$58.5K
CMG icon
320
Chipotle Mexican Grill
CMG
$40.7B
$1.44M 0.04%
98,300
+43,000
+78% +$606K
RH icon
321
RH
RH
$3.47B
$1.44M 0.04%
+12,411
New +$1.28M
MTB icon
322
M&T Bank
MTB
$36.3B
$1.42M 0.04%
8,376
-3,269
-28% -$542K
YUM icon
323
Yum! Brands
YUM
$39.7B
$1.42M 0.04%
12,864
-13,584
-51% -$1.41M
MAR icon
324
Marriott International
MAR
$90.9B
$1.42M 0.04%
10,139
-2,830
-22% -$375K
VICI icon
325
VICI Properties
VICI
$28.7B
$1.42M 0.04%
64,356
+32,790
+104% +$732K
11 12
13
14 15

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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 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.