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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
LUMN icon
401
Lumen
LUMN
$6.85B
$966K 0.03%
82,108
+14,337
+21% +$161K
CTVA icon
402
Corteva
CTVA
$51B
$963K 0.03%
+32,583
New +$877K
RF icon
403
Regions Financial
RF
$26.8B
$956K 0.03%
64,002
-9,058
-12% -$134K
ALLY icon
404
Ally Financial
ALLY
$13.3B
$953K 0.03%
30,748
+1,993
+7% +$58.8K
SMFG icon
405
Sumitomo Mitsui Financial
SMFG
$161B
$947K 0.03%
134,124
-6,734
-5% -$47.7K
GBCI icon
406
Glacier Bancorp
GBCI
$6.35B
$944K 0.03%
23,283
-525
-2% -$21.5K
ATR icon
407
AptarGroup
ATR
$8.5B
$940K 0.03%
7,557
-8,077
-52% -$922K
BOKF icon
408
BOK Financial
BOKF
$8.7B
$937K 0.03%
12,420
+232
+2% +$18.8K
WBA
409
DELISTED
Walgreens Boots Alliance
WBA
$929K 0.03%
16,996
-7,528
-31% -$400K
TAP icon
410
Molson Coors Class B
TAP
$7.93B
$925K 0.03%
16,524
+2,681
+19% +$157K
AZN icon
411
AstraZeneca
AZN
$251B
$900K 0.02%
10,900
-670
-6% -$52.5K
CUBE icon
412
CubeSmart
CUBE
$9.23B
$893K 0.02%
+26,694
New +$876K
TRCO
413
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
$892K 0.02%
19,289
-6
-0% -$277
NXPI icon
414
NXP Semiconductors
NXPI
$58.9B
$887K 0.02%
9,086
-4,737
-34% -$459K
WK icon
415
Workiva
WK
$3.66B
$887K 0.02%
15,273
+5,273
+53% +$283K
AVGO icon
416
Broadcom
AVGO
$2.01T
$885K 0.02%
30,740
-2,130
-6% -$62.1K
QCOM icon
417
Qualcomm
QCOM
$170B
$882K 0.02%
11,601
-14,295
-55% -$1.05M
RBA icon
418
RB Global
RBA
$17.4B
$882K 0.02%
26,551
-1,027
-4% -$35.1K
ORAN
419
DELISTED
Orange
ORAN
$874K 0.02%
55,584
-4,154
-7% -$65.6K
TER icon
420
Teradyne
TER
$57.1B
$868K 0.02%
18,127
– –
ITB icon
421
iShares US Home Construction ETF
ITB
$2.35B
$861K 0.02%
22,518
-10,783
-32% -$408K
GHDX
422
DELISTED
Genomic Health, Inc.
GHDX
$858K 0.02%
14,747
-10,503
-42% -$622K
DUK icon
423
Duke Energy
DUK
$94.5B
$857K 0.02%
9,709
-12,336
-56% -$1.09M
BIDU icon
424
Baidu
BIDU
$37.1B
$852K 0.02%
7,259
-4,607
-39% -$656K
HP icon
425
Helmerich & Payne
HP
$4.18B
$850K 0.02%
16,785
+2,050
+14% +$113K
15 16
17
18 19

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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.