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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
QTS
451
DELISTED
QTS REALTY TRUST, INC.
QTS
$922K 0.02%
23,353
-6
-0% -$222
TPH
452
DELISTED
Tri Pointe Homes
TPH
$919K 0.02%
56,194
– –
FCPT icon
453
Four Corners Property Trust
FCPT
$2.69B
$913K 0.02%
37,084
– –
IJR icon
454
iShares Core S&P Small-Cap ETF
IJR
$112B
$912K 0.02%
10,925
-807
-7% -$65.8K
KWR icon
455
Quaker Houghton
KWR
$2.96B
$912K 0.02%
5,888
+2
+0% +$308
LTC
456
LTC Properties
LTC
$2.12B
$912K 0.02%
21,342
– –
SLG icon
457
SL Green Realty
SLG
$3.9B
$902K 0.02%
+9,264
New +$875K
SAP icon
458
SAP
SAP
$241B
$901K 0.02%
7,784
+615
+9% +$69.4K
ETFC
459
DELISTED
E*Trade Financial Corporation
ETFC
$901K 0.02%
+14,740
New +$912K
SCHF icon
460
Schwab International Equity ETF
SCHF
$68.3B
$897K 0.02%
54,304
+554
+1% +$9.41K
TFX icon
461
Teleflex
TFX
$5.89B
$893K 0.02%
3,330
+7
+0.2% +$1.88K
GBCI icon
462
Glacier Bancorp
GBCI
$6.35B
$891K 0.02%
23,049
+2,679
+13% +$105K
PK icon
463
Park Hotels & Resorts
PK
$2.92B
$882K 0.02%
28,810
-160
-0.6% -$4.78K
SAN icon
464
Banco Santander
SAN
$210B
$877K 0.02%
171,183
+152,657
+824% +$893K
HP icon
465
Helmerich & Payne
HP
$4.18B
$867K 0.02%
13,605
+118
+0.9% +$8.03K
PSMT icon
466
Pricesmart
PSMT
$5.21B
$863K 0.02%
9,535
-34
-0.4% -$2.96K
URI icon
467
United Rentals
URI
$70.8B
$862K 0.02%
5,842
-288
-5% -$47.1K
ASPS icon
468
Altisource Portfolio Solutions
ASPS
$63.3M
$861K 0.02%
3,691
+11
+0.3% +$2.51K
OGE icon
469
OGE Energy
OGE
$9.54B
$861K 0.02%
24,435
+279
+1% +$9.37K
BIIB icon
470
Biogen
BIIB
$30.6B
$860K 0.02%
2,963
+27
+0.9% +$7.59K
ORI icon
471
Old Republic International
ORI
$10.3B
$857K 0.02%
43,020
+438
+1% +$9.17K
CRM icon
472
Salesforce
CRM
$162B
$853K 0.02%
6,255
-1,125
-15% -$144K
POWI icon
473
Power Integrations
POWI
$3.46B
$840K 0.02%
22,994
-752
-3% -$27.3K
ISHG icon
474
iShares 1-3 Year International Treasury Bond ETF
ISHG
$826M
$837K 0.02%
10,173
-536
-5% -$45.1K
CTLT
475
DELISTED
CATALENT, INC.
CTLT
$835K 0.02%
19,939
-166
-0.8% -$6.71K
17 18
19
20 21

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BAM
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ACI
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ACM
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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.