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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
RPAI
351
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$1.24M 0.03%
105,152
– –
JCI icon
352
Johnson Controls International
JCI
$91.3B
$1.21M 0.03%
29,380
-4,747
-14% -$183K
KWR icon
353
Quaker Houghton
KWR
$2.96B
$1.21M 0.03%
5,980
-6,676
-53% -$1.36M
SNN icon
354
Smith & Nephew
SNN
$12.6B
$1.2M 0.03%
27,538
+498
+2% +$20.6K
ADI icon
355
Analog Devices
ADI
$187B
$1.19M 0.03%
10,571
-2,297
-18% -$249K
NHI icon
356
National Health Investors
NHI
$3.59B
$1.19M 0.03%
15,275
-9,695
-39% -$753K
SON icon
357
Sonoco
SON
$5.72B
$1.19M 0.03%
18,131
-660
-4% -$41.7K
OMC icon
358
Omnicom Group
OMC
$23.2B
$1.17M 0.03%
14,232
-4,874
-26% -$385K
CSGP icon
359
CoStar Group
CSGP
$12.8B
$1.16M 0.03%
20,980
-27,880
-57% -$1.42M
NVDA icon
360
NVIDIA
NVDA
$5.27T
$1.16M 0.03%
282,480
-155,880
-36% -$646K
EXC icon
361
Exelon
EXC
$45.8B
$1.15M 0.03%
33,619
-12,933
-28% -$456K
MIDD icon
362
Middleby
MIDD
$5.89B
$1.15M 0.03%
8,461
-10,140
-55% -$1.36M
IDXX icon
363
Idexx Laboratories
IDXX
$46.9B
$1.14M 0.03%
4,155
-3,054
-42% -$752K
PBE icon
364
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.14M 0.03%
21,205
+75
+0.4% +$3.89K
ED icon
365
Consolidated Edison
ED
$39.3B
$1.13M 0.03%
12,870
-12,393
-49% -$1.07M
LIN icon
366
Linde
LIN
$227B
$1.13M 0.03%
5,613
-7,289
-56% -$1.36M
TEL icon
367
TE Connectivity
TEL
$62B
$1.13M 0.03%
11,768
-832
-7% -$75.1K
TPR icon
368
Tapestry
TPR
$33.3B
$1.12M 0.03%
35,374
-2,168
-6% -$67.6K
SSNC icon
369
SS&C Technologies
SSNC
$18.7B
$1.11M 0.03%
19,250
-71
-0.4% -$4.28K
CI icon
370
Cigna
CI
$73.6B
$1.11M 0.03%
7,030
-23,732
-77% -$3.72M
ALGN icon
371
Align Technology
ALGN
$12.5B
$1.11M 0.03%
4,046
-4,650
-53% -$1.4M
GD icon
372
General Dynamics
GD
$107B
$1.1M 0.03%
6,057
-2,328
-28% -$401K
EL icon
373
Estee Lauder
EL
$31.5B
$1.1M 0.03%
5,996
+150
+3% +$25.6K
STT icon
374
State Street
STT
$51.3B
$1.1M 0.03%
19,587
-5,765
-23% -$358K
SO icon
375
Southern Company
SO
$105B
$1.09M 0.03%
19,782
-9,862
-33% -$528K
13 14
15
16 17

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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.