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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
HSY icon
426
Hershey
HSY
$36.7B
$849K 0.02%
6,335
-7,024
-53% -$892K
DELL icon
427
Dell
DELL
$296B
$847K 0.02%
32,880
-3,139
-9% -$97.9K
VRTX icon
428
Vertex Pharmaceuticals
VRTX
$133B
$847K 0.02%
4,618
-2,982
-39% -$521K
POWI icon
429
Power Integrations
POWI
$3.46B
$834K 0.02%
20,812
-1,308
-6% -$47.8K
GGG icon
430
Graco
GGG
$13.5B
$823K 0.02%
16,406
-641
-4% -$32.3K
CVCO icon
431
Cavco Industries
CVCO
$4.48B
$814K 0.02%
5,165
-5,596
-52% -$762K
LYG icon
432
Lloyds Banking Group
LYG
$89B
$811K 0.02%
285,450
-4,304
-1% -$13.3K
AMP icon
433
Ameriprise Financial
AMP
$49.2B
$807K 0.02%
5,559
+1,489
+37% +$215K
TSM icon
434
TSMC
TSM
$2.17T
$807K 0.02%
20,602
+8,951
+77% +$368K
J icon
435
Jacobs Solutions
J
$17.2B
$803K 0.02%
11,507
-313
-3% -$20.2K
VRSN icon
436
VeriSign
VRSN
$26.5B
$789K 0.02%
3,772
-1,508
-29% -$296K
TCO
437
DELISTED
Taubman Centers Inc.
TCO
$774K 0.02%
18,953
+220
+1% +$10.6K
JD icon
438
JD.com
JD
$45.2B
$772K 0.02%
25,484
-102
-0.4% -$2.93K
SJM icon
439
J.M. Smucker
SJM
$12.6B
$772K 0.02%
6,704
-1,496
-18% -$183K
DOV icon
440
Dover
DOV
$28.3B
$771K 0.02%
7,694
-6,624
-46% -$635K
TWTR
441
DELISTED
Twitter, Inc.
TWTR
$763K 0.02%
21,866
-7,780
-26% -$285K
SDY icon
442
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$762K 0.02%
7,553
+1,361
+22% +$136K
AD
443
Array Digital Infrastructure
AD
$3.03B
$761K 0.02%
17,045
-2,223
-12% -$104K
FIS icon
444
Fidelity National Information Services
FIS
$21.9B
$758K 0.02%
6,175
-4,350
-41% -$511K
DISCK
445
DELISTED
Discovery, Inc. Series C Common Stock
DISCK
$756K 0.02%
26,565
+4,113
+18% +$112K
ELS icon
446
Equity Lifestyle Properties
ELS
$12.5B
$748K 0.02%
+12,326
New +$730K
PH icon
447
Parker-Hannifin
PH
$134B
$748K 0.02%
4,400
-1,750
-28% -$302K
IWP icon
448
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
$741K 0.02%
10,398
+5,738
+123% +$399K
MSM icon
449
MSC Industrial Direct
MSM
$6.87B
$738K 0.02%
9,942
-203
-2% -$15.7K
RY icon
450
Royal Bank of Canada
RY
$293B
$732K 0.02%
9,216
+2,158
+31% +$169K
16 17
18
19 20

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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.