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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
HPQ icon
376
HP
HPQ
$27.3B
$1.09M 0.03%
52,466
-6,252
-11% -$124K
HSBC icon
377
HSBC
HSBC
$354B
$1.09M 0.03%
26,031
-2,299
-8% -$96.3K
LULU icon
378
lululemon athletica
LULU
$14.5B
$1.09M 0.03%
6,029
+204
+4% +$35.4K
ULTA icon
379
Ulta Beauty
ULTA
$23.6B
$1.08M 0.03%
3,118
+2,305
+284% +$797K
NOC icon
380
Northrop Grumman
NOC
$82.1B
$1.07M 0.03%
3,324
-189
-5% -$56.3K
CTLT
381
DELISTED
CATALENT, INC.
CTLT
$1.07M 0.03%
19,705
-672
-3% -$30.8K
AL
382
DELISTED
Air Lease Corp
AL
$1.06M 0.03%
25,677
+10,159
+65% +$387K
CAI
383
DELISTED
CAI International, Inc.
CAI
$1.06M 0.03%
42,631
+29,127
+216% +$697K
DINO icon
384
HF Sinclair
DINO
$15.2B
$1.05M 0.03%
22,785
+390
+2% +$17.4K
IR icon
385
Ingersoll Rand
IR
$33.6B
$1.05M 0.03%
30,229
+1,146
+4% +$37K
WAB icon
386
Wabtec
WAB
$49.7B
$1.04M 0.03%
14,458
-2,006
-12% -$142K
KEYS icon
387
Keysight
KEYS
$57.3B
$1.04M 0.03%
+11,536
New +$979K
SCHX icon
388
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.02M 0.03%
87,450
-612
-0.7% -$7.03K
SBNY
389
DELISTED
Signature Bank
SBNY
$1.02M 0.03%
8,468
-9,073
-52% -$1.12M
XYZ
390
Block Inc
XYZ
$47.5B
$1.02M 0.03%
14,089
-28,032
-67% -$1.96M
POR icon
391
Portland General Electric
POR
$5.66B
$1.02M 0.03%
18,802
-658
-3% -$34.8K
RSG icon
392
Republic Services
RSG
$65.7B
$1.01M 0.03%
11,645
-7,918
-40% -$659K
AFL icon
393
Aflac
AFL
$61.2B
$1.01M 0.03%
18,394
-23,478
-56% -$1.21M
CELG
394
DELISTED
Celgene Corp
CELG
$1.01M 0.03%
10,899
-7,851
-42% -$746K
PB icon
395
Prosperity Bancshares
PB
$8.81B
$1M 0.03%
15,209
+974
+7% +$67.4K
SPDW icon
396
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$41.4B
$1M 0.03%
33,826
+1,645
+5% +$48.4K
OGE icon
397
OGE Energy
OGE
$9.54B
$994K 0.03%
23,360
-1,140
-5% -$48.3K
NVCR icon
398
NovoCure
NVCR
$2.02B
$978K 0.03%
+15,469
New +$784K
LTC
399
LTC Properties
LTC
$2.12B
$974K 0.03%
+21,342
New +$968K
IJT icon
400
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.36B
$972K 0.03%
+10,656
New +$958K
14 15
16
17 18

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IA
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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.