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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
ADBE icon
376
Adobe
ADBE
$109B
$1.35M 0.03%
5,523
+461
+9% +$109K
RPAI
377
DELISTED
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
$1.34M 0.03%
105,152
+56,924
+118% +$682K
BLKB icon
378
Blackbaud
BLKB
$2.09B
$1.34M 0.03%
13,070
-875
-6% -$90.3K
ISRG icon
379
Intuitive Surgical
ISRG
$139B
$1.34M 0.03%
8,385
+183
+2% +$27.9K
AVT icon
380
Avnet
AVT
$7.99B
$1.32M 0.03%
30,818
-1,045
-3% -$42.3K
RGA icon
381
Reinsurance Group of America
RGA
$15.8B
$1.31M 0.03%
9,833
-194
-2% -$28.9K
KRC icon
382
Kilroy Realty
KRC
$4.32B
$1.28M 0.03%
16,913
+5,070
+43% +$372K
VRTX icon
383
Vertex Pharmaceuticals
VRTX
$133B
$1.27M 0.03%
7,494
-164
-2% -$25.4K
SNPS icon
384
Synopsys
SNPS
$78.8B
$1.26M 0.03%
14,754
-11
-0.1% -$959
GD icon
385
General Dynamics
GD
$107B
$1.26M 0.03%
6,764
-1,176
-15% -$241K
VNO icon
386
Vornado Realty Trust
VNO
$7.26B
$1.26M 0.03%
17,055
-6,675
-28% -$462K
MPC icon
387
Marathon Petroleum
MPC
$90B
$1.24M 0.03%
17,724
-456
-3% -$34.8K
NAVI icon
388
Navient
NAVI
$796M
$1.24M 0.03%
+95,332
New +$1.3M
ZTS icon
389
Zoetis
ZTS
$30.9B
$1.24M 0.03%
14,533
-3,400
-19% -$287K
PKG icon
390
Packaging Corp of America
PKG
$22.7B
$1.22M 0.03%
10,941
-7,973
-42% -$931K
PSB
391
DELISTED
PS Business Parks, Inc.
PSB
$1.22M 0.03%
9,510
– –
AROW icon
392
Arrow Financial
AROW
$644M
$1.22M 0.03%
39,992
-478
-1% -$14.5K
HAL icon
393
Halliburton
HAL
$28B
$1.2M 0.03%
26,703
-1,789
-6% -$89.1K
PBE icon
394
Invesco Biotechnology & Genome ETF
PBE
$358M
$1.2M 0.03%
21,930
-1,200
-5% -$61K
FIVE icon
395
Five Below
FIVE
$13B
$1.2M 0.03%
12,257
-453
-4% -$36.4K
R icon
396
Ryder
R
$9.98B
$1.19M 0.03%
16,582
+1,205
+8% +$84.5K
BOKF icon
397
BOK Financial
BOKF
$8.7B
$1.19M 0.03%
12,627
-218
-2% -$22.1K
GSG icon
398
iShares S&P GSCI Commodity-Indexed Trust
GSG
$936M
$1.19M 0.03%
66,146
-1,764
-3% -$30.7K
ORAN
399
DELISTED
Orange
ORAN
$1.17M 0.03%
70,045
-891
-1% -$15.5K
EHC icon
400
Encompass Health
EHC
$12.4B
$1.17M 0.03%
21,657
-690
-3% -$34.5K
14 15
16
17 18

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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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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.