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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
ASML icon
451
ASML
ASML
$666B
$730K 0.02%
+3,511
New +$698K
PGRE
452
DELISTED
Paramount Group
PGRE
$729K 0.02%
52,000
– –
XLY icon
453
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$722K 0.02%
12,122
-496
-4% -$29K
BPYU
454
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
$722K 0.02%
38,218
+11,002
+40% +$219K
ANAT
455
DELISTED
American National Group, Inc. Common Stock
ANAT
$719K 0.02%
6,175
-5,213
-46% -$604K
BP icon
456
BP
BP
$110B
$716K 0.02%
17,470
-15,462
-47% -$649K
EVRG icon
457
Evergy
EVRG
$18.9B
$715K 0.02%
11,886
-768
-6% -$44.9K
MCHP icon
458
Microchip Technology
MCHP
$44.2B
$714K 0.02%
16,460
-21,042
-56% -$935K
CHTR icon
459
Charter Communications
CHTR
$18.3B
$698K 0.02%
1,766
+37
+2% +$13.9K
NMIH icon
460
NMI Holdings
NMIH
$3.32B
$697K 0.02%
+24,555
New +$684K
AROW icon
461
Arrow Financial
AROW
$644M
$692K 0.02%
23,109
-16,063
-41% -$464K
EPAM icon
462
EPAM Systems
EPAM
$5.02B
$691K 0.02%
3,993
-2,479
-38% -$427K
SPR
463
DELISTED
Spirit AeroSystems
SPR
$685K 0.02%
8,423
-204
-2% -$17.2K
FAST icon
464
Fastenal
FAST
$59.8B
$681K 0.02%
41,766
+24,990
+149% +$412K
NAVI icon
465
Navient
NAVI
$796M
$681K 0.02%
49,905
+6,953
+16% +$90.7K
TTE icon
466
TotalEnergies
TTE
$195B
$677K 0.02%
12,130
-13,586
-53% -$742K
BIO icon
467
Bio-Rad Laboratories Class A
BIO
$9.48B
$674K 0.02%
2,156
-1,200
-36% -$359K
BABA icon
468
Alibaba
BABA
$317B
$670K 0.02%
3,952
-1,153
-23% -$199K
PEG icon
469
Public Service Enterprise Group
PEG
$37.2B
$666K 0.02%
11,319
-3,444
-23% -$205K
LAD icon
470
Lithia Motors
LAD
$8.35B
$664K 0.02%
5,588
-5,728
-51% -$634K
UDR icon
471
UDR
UDR
$12.1B
$663K 0.02%
14,772
– –
TT icon
472
Trane Technologies
TT
$105B
$662K 0.02%
5,229
+400
+8% +$47.8K
PDBC icon
473
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.63B
$661K 0.02%
40,349
+2,110
+6% +$34.8K
DOC icon
474
Healthpeak Properties
DOC
$14.4B
$660K 0.02%
+20,627
New +$641K
F icon
475
Ford
F
$55.8B
$660K 0.02%
64,513
-5,233
-8% -$51.6K
17 18
19
20 21

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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.