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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
PDBC icon
426
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.63B
$1.01M 0.03%
54,953
-181
-0.3% -$3.33K
TRNO icon
427
Terreno Realty
TRNO
$7.45B
$1.01M 0.03%
26,854
-14
-0.1% -$516
MIDD icon
428
Middleby
MIDD
$5.89B
$1M 0.03%
9,623
-1,027
-10% -$116K
SON icon
429
Sonoco
SON
$5.72B
$1M 0.03%
19,091
-281
-1% -$14.4K
VR
430
DELISTED
Validus Hold Ltd
VR
$1M 0.03%
14,825
-661
-4% -$44.7K
WDC icon
431
Western Digital
WDC
$151B
$998K 0.03%
17,055
-534
-3% -$34K
DORM icon
432
Dorman Products
DORM
$3.95B
$993K 0.03%
14,524
-663
-4% -$44.7K
IGSB icon
433
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$990K 0.03%
19,090
+3,444
+22% +$179K
LPT
434
DELISTED
Liberty Property Trust
LPT
$990K 0.03%
22,335
– –
BSX icon
435
Boston Scientific
BSX
$73.1B
$986K 0.03%
30,164
+142
+0.5% +$4.28K
CHTR icon
436
Charter Communications
CHTR
$18.3B
$984K 0.03%
3,352
-2,232
-40% -$641K
LYG icon
437
Lloyds Banking Group
LYG
$88.8B
$979K 0.03%
293,762
+45,705
+18% +$162K
GPT
438
DELISTED
Gramercy Property Trust
GPT
$977K 0.03%
35,747
-74
-0.2% -$1.9K
ROST icon
439
Ross Stores
ROST
$81.7B
$970K 0.02%
11,451
– –
SSNC icon
440
SS&C Technologies
SSNC
$18.7B
$970K 0.02%
18,686
-450
-2% -$22.8K
SUI icon
441
Sun Communities
SUI
$14.4B
$967K 0.02%
9,882
-311
-3% -$29.2K
AZN icon
442
AstraZeneca
AZN
$251B
$955K 0.02%
13,593
-1,144
-8% -$82.3K
GSK icon
443
GSK
GSK
$104B
$944K 0.02%
18,748
-1,792
-9% -$90.3K
UAL icon
444
United Airlines
UAL
$40.2B
$941K 0.02%
13,499
+6
+0% +$417
BAH icon
445
Booz Allen Hamilton
BAH
$9.37B
$938K 0.02%
21,446
+369
+2% +$15.5K
WRK
446
DELISTED
WestRock Company
WRK
$937K 0.02%
16,441
+3,917
+31% +$240K
RBA icon
447
RB Global
RBA
$17.4B
$936K 0.02%
27,440
+15
+0.1% +$506
MDC
448
DELISTED
M.D.C. Holdings, Inc.
MDC
$930K 0.02%
35,256
– –
PENN icon
449
PENN Entertainment
PENN
$2.53B
$926K 0.02%
27,556
– –
TEF
450
DELISTED
Telefonica
TEF
$926K 0.02%
+7,877
New +$60K
16 17
18
19 20

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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.