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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
VLO icon
326
Valero Energy
VLO
$90.7B
$1.42M 0.04%
16,540
-1,869
-10% -$154K
AVT icon
327
Avnet
AVT
$7.99B
$1.41M 0.04%
31,211
+730
+2% +$32.6K
NTR icon
328
Nutrien
NTR
$31.6B
$1.41M 0.04%
26,419
+1,071
+4% +$55.9K
ADM icon
329
Archer Daniels Midland
ADM
$38.8B
$1.41M 0.04%
34,437
-1,775
-5% -$73.5K
MAA icon
330
Mid-America Apartment Communities
MAA
$15.4B
$1.4M 0.04%
11,889
-32,134
-73% -$3.62M
BSX icon
331
Boston Scientific
BSX
$73.1B
$1.4M 0.04%
32,493
-700
-2% -$26.9K
GIS icon
332
General Mills
GIS
$19.9B
$1.39M 0.04%
26,550
-29,885
-53% -$1.54M
ON icon
333
ON Semiconductor
ON
$31.1B
$1.39M 0.04%
68,629
+46
+0.1% +$950
XLE icon
334
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$1.39M 0.04%
43,528
-2,462
-5% -$78.8K
HST icon
335
Host Hotels & Resorts
HST
$15.5B
$1.37M 0.04%
75,000
-31,566
-30% -$595K
LPT
336
DELISTED
Liberty Property Trust
LPT
$1.36M 0.04%
+27,217
New +$1.33M
AGN
337
DELISTED
Allergan plc
AGN
$1.35M 0.04%
8,083
-7,075
-47% -$980K
CROX icon
338
Crocs
CROX
$6.63B
$1.34M 0.04%
68,041
+50
+0.1% +$1.16K
IUSV icon
339
iShares Core S&P US Value ETF
IUSV
$27.8B
$1.33M 0.04%
23,545
+3,352
+17% +$187K
JBGS
340
JBG SMITH
JBGS
$653M
$1.33M 0.04%
33,914
+3,326
+11% +$137K
EPR icon
341
EPR Properties
EPR
$4.63B
$1.31M 0.04%
17,605
-33
-0.2% -$2.58K
GSG icon
342
iShares S&P GSCI Commodity-Indexed Trust
GSG
$936M
$1.31M 0.04%
83,494
-5,662
-6% -$90.2K
OKTA icon
343
Okta
OKTA
$26.2B
$1.3M 0.04%
10,507
-51
-0.5% -$5.54K
SCHF icon
344
Schwab International Equity ETF
SCHF
$68.3B
$1.28M 0.03%
79,522
+874
+1% +$13.8K
AIV
345
Aimco
AIV
$377M
$1.27M 0.03%
189,622
-58,140
-23% -$389K
PKG icon
346
Packaging Corp of America
PKG
$22.7B
$1.27M 0.03%
13,287
-11,347
-46% -$1.1M
DORM icon
347
Dorman Products
DORM
$3.95B
$1.25M 0.03%
14,406
-845
-6% -$73.4K
URI icon
348
United Rentals
URI
$70.8B
$1.25M 0.03%
9,422
+7
+0.1% +$889
KRC icon
349
Kilroy Realty
KRC
$4.32B
$1.25M 0.03%
16,867
– –
ZUMZ icon
350
Zumiez
ZUMZ
$330M
$1.24M 0.03%
+47,523
New +$1.15M
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 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.