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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
UNH icon
26
UnitedHealth
UNH
$370B
$27.4M 0.7%
111,688
+162
+0.1% +$38.9K
PG icon
27
Procter & Gamble
PG
$339B
$26.8M 0.69%
343,651
-22,969
-6% -$1.73M
RDS.B
28
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$26.7M 0.68%
91,653
-3,071
-3% -$221K
DIS icon
29
Walt Disney
DIS
$181B
$25.5M 0.65%
242,960
-7,182
-3% -$734K
TMO icon
30
Thermo Fisher Scientific
TMO
$220B
$24.7M 0.64%
119,438
-827
-0.7% -$176K
BAC icon
31
Bank of America
BAC
$442B
$24.7M 0.64%
877,510
+91,541
+12% +$2.73M
META icon
32
Meta Platforms (Facebook)
META
$1.51T
$24.5M 0.63%
126,084
-6,988
-5% -$1.26M
BKNG icon
33
Booking.com
BKNG
$161B
$23.8M 0.61%
293,850
-2,150
-0.7% -$181K
ABT icon
34
Abbott
ABT
$187B
$23M 0.59%
376,772
+4,001
+1% +$243K
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.13T
$22.8M 0.59%
122,332
-6,703
-5% -$1.31M
PFE icon
36
Pfizer
PFE
$153B
$21.8M 0.56%
634,412
-17,917
-3% -$612K
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$823B
$21.8M 0.56%
80,381
-1,886
-2% -$509K
ORCL icon
38
Oracle
ORCL
$423B
$21.3M 0.55%
482,589
+2,285
+0.5% +$105K
KEY icon
39
KeyCorp
KEY
$24.4B
$21M 0.54%
1,075,569
+6,948
+0.7% +$139K
TJX icon
40
TJX Companies
TJX
$178B
$20.6M 0.53%
432,842
+9,212
+2% +$404K
BLK icon
41
Blackrock
BLK
$176B
$20.6M 0.53%
41,217
-89
-0.2% -$47K
GLD icon
42
SPDR Gold Trust
GLD
$141B
$20.2M 0.52%
169,964
-12,805
-7% -$1.59M
NEE icon
43
NextEra Energy
NEE
$177B
$20.1M 0.52%
480,884
-2,936
-0.6% -$119K
IBM icon
44
IBM
IBM
$224B
$19.6M 0.5%
146,456
-5,328
-4% -$743K
OKE icon
45
Oneok
OKE
$54.5B
$19.5M 0.5%
82,086
+39,675
+94% +$2.55M
MDT icon
46
Medtronic
MDT
$112B
$19.3M 0.5%
225,652
-5,900
-3% -$493K
IWS icon
47
iShares Russell Mid-Cap Value ETF
IWS
$16B
$18.5M 0.47%
8,886
+220
+3% +$19.3K
TIP icon
48
iShares TIPS Bond ETF
TIP
$14.5B
$18.3M 0.47%
39,901
-7,194
-15% -$807K
GEN icon
49
Gen Digital
GEN
$17.5B
$18.2M 0.47%
+1,982
New +$47.6K
EWBC icon
50
East-West Bancorp
EWBC
$18B
$18.1M 0.47%
+1,078
New +$72.9K
1
2
3 4 5

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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.