We are live on ! Find out more
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
EBAY icon
401
eBay
EBAY
$47.9B
$1.16M 0.03%
32,065
-9,804
-23% -$382K
DUK icon
402
Duke Energy
DUK
$94.5B
$1.16M 0.03%
14,655
-4,220
-22% -$325K
SCZ icon
403
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.5B
$1.16M 0.03%
18,471
+1,835
+11% +$120K
CBSH icon
404
Commerce Bancshares
CBSH
$8.44B
$1.15M 0.03%
26,303
+335
+1% +$14.6K
DOV icon
405
Dover
DOV
$28.3B
$1.15M 0.03%
15,725
-4,791
-23% -$367K
SNN icon
406
Smith & Nephew
SNN
$12.6B
$1.15M 0.03%
30,532
-1,128
-4% -$41.9K
EPR icon
407
EPR Properties
EPR
$4.63B
$1.14M 0.03%
17,638
-282
-2% -$16.7K
HBAN icon
408
Huntington Bancshares
HBAN
$35.6B
$1.13M 0.03%
76,386
-170
-0.2% -$2.56K
MT icon
409
ArcelorMittal
MT
$55.7B
$1.13M 0.03%
39,135
+1,219
+3% +$40.5K
GDX icon
410
VanEck Gold Miners ETF
GDX
$27.6B
$1.12M 0.03%
+350
New +$7.84K
SBNY
411
DELISTED
Signature Bank
SBNY
$1.12M 0.03%
8,786
-274
-3% -$35.9K
XYL icon
412
Xylem
XYL
$28.3B
$1.12M 0.03%
16,600
+108
+0.7% +$7.84K
CTRE icon
413
CareTrust REIT
CTRE
$9.55B
$1.12M 0.03%
66,851
– –
ABEV icon
414
Ambev
ABEV
$45.4B
$1.1M 0.03%
238,642
+37,584
+19% +$221K
RTN
415
DELISTED
Raytheon Company
RTN
$1.1M 0.03%
5,701
-4,604
-45% -$967K
SEE
416
DELISTED
Sealed Air
SEE
$1.08M 0.03%
25,450
-5,000
-16% -$220K
NVO
417
Novo Nordisk
NVO
$211B
$1.08M 0.03%
46,692
+3,732
+9% +$88.7K
MCHP icon
418
Microchip Technology
MCHP
$44.2B
$1.07M 0.03%
23,552
-3,346
-12% -$155K
SCHX icon
419
Schwab US Large- Cap ETF
SCHX
$74.6B
$1.06M 0.03%
98,298
+11,100
+13% +$120K
CVCO icon
420
Cavco Industries
CVCO
$4.48B
$1.06M 0.03%
5,127
+138
+3% +$25.9K
BABA icon
421
Alibaba
BABA
$317B
$1.05M 0.03%
5,681
+679
+14% +$129K
URBN icon
422
Urban Outfitters
URBN
$6.81B
$1.04M 0.03%
+23,368
New +$977K
BBWI icon
423
Bath & Body Works
BBWI
$3.89B
$1.02M 0.03%
34,173
-775
-2% -$22.4K
FNF icon
424
Fidelity National Financial
FNF
$12.9B
$1.02M 0.03%
28,146
-182
-0.6% -$6.63K
YUM icon
425
Yum! Brands
YUM
$39.7B
$1.02M 0.03%
13,014
-250
-2% -$20.9K
15 16
17
18 19

Similar funds

IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
SCC
Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
PP
Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return
MXM
Mayfield XIV Management Menlo Park, California $1.35B AUM
OSIA
O'Shares Investment Advisers Boston, Massachusetts $1.27B AUM 6.63% 1-Year Est. Return

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.