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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
TTC icon
326
Toro Company
TTC
$9.4B
$1.73M 0.04%
28,728
-546
-2% -$32.9K
AFL icon
327
Aflac
AFL
$61.2B
$1.72M 0.04%
40,018
-4,494
-10% -$202K
TTE icon
328
TotalEnergies
TTE
$195B
$1.72M 0.04%
2,603,891
-93,183
-3% -$62.3K
QQQ icon
329
Invesco QQQ Trust
QQQ
$479B
$1.72M 0.04%
10,020
+490
+5% +$82.2K
ACC
330
DELISTED
American Campus Communities, Inc.
ACC
$1.72M 0.04%
40,046
-1,073
-3% -$42.9K
TPR icon
331
Tapestry
TPR
$33.3B
$1.69M 0.04%
36,137
-631
-2% -$30.4K
AMP icon
332
Ameriprise Financial
AMP
$49.2B
$1.67M 0.04%
11,958
-911
-7% -$129K
VTR icon
333
Ventas
VTR
$47.2B
$1.66M 0.04%
29,176
-25,249
-46% -$1.32M
SCHE icon
334
Schwab Emerging Markets Equity ETF
SCHE
$12.9B
$1.65M 0.04%
63,913
-23,228
-27% -$639K
CC icon
335
Chemours
CC
$2.2B
$1.62M 0.04%
36,511
-257
-0.7% -$12.8K
DNKN
336
DELISTED
Dunkin' Brands Group, Inc.
DNKN
$1.61M 0.04%
+358
New +$23K
UVE icon
337
Universal Insurance Holdings
UVE
$1.21B
$1.58M 0.04%
44,890
+48
+0.1% +$1.63K
PLCE icon
338
Children's Place
PLCE
$58.3M
$1.56M 0.04%
12,941
– –
ON icon
339
ON Semiconductor
ON
$31.1B
$1.56M 0.04%
70,019
+931
+1% +$22.5K
SO icon
340
Southern Company
SO
$105B
$1.55M 0.04%
33,535
-5,900
-15% -$264K
IUSG icon
341
iShares Core S&P US Growth ETF
IUSG
$33.8B
$1.54M 0.04%
26,907
+160
+0.6% +$9.04K
AXON
342
Axon Enterprise
AXON
$48.4B
$1.53M 0.04%
24,200
– –
GMS
343
DELISTED
GMS Inc
GMS
$1.52M 0.04%
56,275
– –
LSI
344
DELISTED
Life Storage, Inc.
LSI
$1.52M 0.04%
23,378
+330
+1% +$19.9K
HUM icon
345
Humana
HUM
$46.3B
$1.52M 0.04%
5,096
+114
+2% +$33.4K
EQC
346
DELISTED
Equity Commonwealth
EQC
$1.5M 0.04%
47,644
+36,197
+316% +$1.12M
ADM icon
347
Archer Daniels Midland
ADM
$38.8B
$1.5M 0.04%
32,634
-167
-0.5% -$7.5K
STE icon
348
Steris
STE
$23.3B
$1.49M 0.04%
14,195
+63
+0.4% +$6.34K
WST icon
349
West Pharmaceutical
WST
$24.8B
$1.49M 0.04%
14,961
-310
-2% -$28.5K
ED icon
350
Consolidated Edison
ED
$39.3B
$1.49M 0.04%
19,026
-4,129
-18% -$315K
12 13
14
15 16

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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 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.