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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
TMO icon
26
Thermo Fisher Scientific
TMO
$220B
$32.9M 0.9%
112,095
-6,947
-6% -$1.91M
PEP icon
27
PepsiCo
PEP
$190B
$31.7M 0.87%
241,742
-31,271
-11% -$4.01M
DIS icon
28
Walt Disney
DIS
$181B
$29.4M 0.8%
210,559
-12,666
-6% -$1.68M
GOOG icon
29
Alphabet (Google) Class C
GOOG
$4.32T
$29.4M 0.8%
543,980
-14,460
-3% -$834K
SPIB icon
30
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$27.3M 0.75%
780,246
+762,597
+4,321% +$26.2M
BRK.B icon
31
Berkshire Hathaway Class B
BRK.B
$1.13T
$27.1M 0.74%
127,126
-18,089
-12% -$3.74M
VIXY icon
32
ProShares VIX Short-Term Futures ETF
VIXY
$183M
$26M 0.71%
15,213
+1,134
+8% +$2.07M
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$4.33T
$25.8M 0.71%
477,100
-26,540
-5% -$1.54M
BAC icon
34
Bank of America
BAC
$442B
$25.7M 0.7%
887,348
-28,852
-3% -$832K
ABT icon
35
Abbott
ABT
$187B
$24.4M 0.67%
290,390
-53,328
-16% -$4.2M
META icon
36
Meta Platforms (Facebook)
META
$1.51T
$24.3M 0.67%
126,147
-80
-0.1% -$14.6K
DHR icon
37
Danaher
DHR
$144B
$24.2M 0.66%
190,774
-10,556
-5% -$1.25M
UNH icon
38
UnitedHealth
UNH
$370B
$24.1M 0.66%
98,904
-3,944
-4% -$949K
SHM icon
39
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.47B
$23.5M 0.64%
479,761
-38,324
-7% -$1.86M
IJH icon
40
iShares Core S&P Mid-Cap ETF
IJH
$127B
$23M 0.63%
591,835
+545,540
+1,178% +$20.9M
NEE icon
41
NextEra Energy
NEE
$177B
$23M 0.63%
448,972
-36,032
-7% -$1.77M
PG icon
42
Procter & Gamble
PG
$339B
$23M 0.63%
209,488
-72,689
-26% -$7.75M
GLD icon
43
SPDR Gold Trust
GLD
$141B
$22.2M 0.61%
166,969
-3,787
-2% -$468K
COST icon
44
Costco
COST
$420B
$21.9M 0.6%
82,877
-4,537
-5% -$1.13M
TJX icon
45
TJX Companies
TJX
$178B
$20.4M 0.56%
385,988
+19,889
+5% +$1.06M
XOM icon
46
ExxonMobil
XOM
$634B
$19.4M 0.53%
253,353
-79,970
-24% -$6.19M
AGG icon
47
iShares Core US Aggregate Bond ETF
AGG
$138B
$19.4M 0.53%
173,925
+161,627
+1,314% +$17.7M
IWD icon
48
iShares Russell 1000 Value ETF
IWD
$83.7B
$19.2M 0.53%
150,945
+3,346
+2% +$419K
VGIT icon
49
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$18.9M 0.52%
287,124
+282,750
+6,464% +$18.3M
PFE icon
50
Pfizer
PFE
$153B
$18.5M 0.51%
449,098
-136,811
-23% -$5.43M
1
2
3 4 5

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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 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.