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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
AET
351
DELISTED
Aetna Inc
AET
$1.49M 0.04%
8,089
-20
-0.2% -$3.56K
STRA icon
352
Strategic Education
STRA
$1.84B
$1.47M 0.04%
13,029
– –
HPQ icon
353
HP
HPQ
$27.3B
$1.46M 0.04%
64,385
-5,630
-8% -$126K
WAB icon
354
Wabtec
WAB
$49.7B
$1.45M 0.04%
14,659
-203
-1% -$18.9K
RF icon
355
Regions Financial
RF
$26.8B
$1.44M 0.04%
81,020
+1,827
+2% +$34.2K
PWR icon
356
Quanta Services
PWR
$99.4B
$1.44M 0.04%
43,117
– –
EQR icon
357
Equity Residential
EQR
$24.7B
$1.44M 0.04%
22,552
+6,546
+41% +$408K
EL icon
358
Estee Lauder
EL
$31.5B
$1.43M 0.04%
10,048
+804
+9% +$119K
CORT icon
359
Corcept Therapeutics
CORT
$12.3B
$1.43M 0.04%
91,003
– –
NTR icon
360
Nutrien
NTR
$31.6B
$1.43M 0.04%
26,319
+4,833
+22% +$240K
CNQ icon
361
Canadian Natural Resources
CNQ
$97.4B
$1.43M 0.04%
80,753
-2,354
-3% -$39.9K
IDXX icon
362
Idexx Laboratories
IDXX
$46.9B
$1.41M 0.04%
6,447
-1,421
-18% -$293K
ANSS
363
DELISTED
Ansys
ANSS
$1.41M 0.04%
8,071
-212
-3% -$35.3K
CGNX icon
364
Cognex
CGNX
$10.8B
$1.4M 0.04%
31,352
+541
+2% +$25.6K
AIG icon
365
American International
AIG
$40.7B
$1.4M 0.04%
26,356
+8,897
+51% +$482K
AIV
366
Aimco
AIV
$377M
$1.4M 0.04%
247,642
– –
RWO icon
367
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$1.39M 0.04%
28,878
-2,896
-9% -$137K
NOC icon
368
Northrop Grumman
NOC
$82.1B
$1.39M 0.04%
4,512
-136
-3% -$45K
DEA
369
Easterly Government Properties
DEA
$1.13B
$1.38M 0.04%
27,825
+731
+3% +$36.9K
GRPN icon
370
Groupon
GRPN
$933M
$1.36M 0.04%
15,865
– –
HSY icon
371
Hershey
HSY
$36.7B
$1.36M 0.04%
14,655
-344
-2% -$32.1K
SMFG icon
372
Sumitomo Mitsui Financial
SMFG
$161B
$1.35M 0.03%
173,932
+20,273
+13% +$168K
UL icon
373
Unilever
UL
$135B
$1.35M 0.03%
+1,319
New +$82K
RBC icon
374
RBC Bearings
RBC
$17.6B
$1.35M 0.03%
10,470
-856
-8% -$106K
RGR icon
375
Sturm, Ruger & Co
RGR
$594M
$1.35M 0.03%
24,078
– –
13 14
15
16 17

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BAM
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ACI
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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.